
Chief Operating Officer
2 days ago
Chief Operating Officer (COO)
Location: Kolkata | Full-Time | Leadership Role
About Us
We are a leading wealth management & financial services organization with 30+ years of trust, managing investments across equities, fixed income, real estate, startups, and global products. With a strong client base of HNIs and institutions, we are in a high-growth phase and expanding our presence across India and internationally.
We are looking for a
dynamic Chief Operating Officer (COO)
to oversee our operations, streamline processes, and drive scalable growth in alignment with our strategic vision.
Key Responsibilities
Operational Leadership
: Oversee day-to-day operations across business verticals (wealth management, broking, advisory, and new ventures).
Strategic Execution
: Translate the leadership team's vision into actionable plans with clear KPIs and accountability frameworks.
Process Optimization
: Build systems and dashboards to ensure efficiency, compliance, and scalability.
Team Management
: Lead and mentor cross-functional teams (sales, CRM, dealers, support, interns) ensuring alignment and productivity.
Financial Oversight
: Monitor revenue growth, cost efficiency, and operational budgets.
Client Experience
: Enhance service delivery standards and ensure high satisfaction among HNI and institutional clients.
Technology & Automation
: Drive adoption of digital tools, MIS dashboards, and workflow automation.
Compliance & Risk Management
: Ensure adherence to SEBI regulations and internal policies.
Business Expansion
: Support new initiatives including international offices, new product launches, and partnerships.
What We're Looking For
12–20 years of experience in
financial services / banking / wealth management / investments
with leadership exposure.
Strong track record in
operations, P&L management, and team leadership
.
Strategic thinker with ability to execute, problem-solve, and deliver results.
Excellent communication and stakeholder management skills.
Comfort with data-driven decision making and technology adoption.
MBA / CFA / CA or equivalent preferred.
Why Join Us?
Work with a trusted brand in wealth management with
₹700+ Cr AUM
and ambitious growth plans.
Opportunity to shape the future of a firm that is expanding across
India and global markets (Dubai, Muscat, Coimbatore)
.
Be part of a culture that values
entrepreneurship, innovation, and client-first advisory
.
Competitive compensation + performance-linked incentives.
If you're passionate about
building scalable organizations
and driving impact in financial services, we'd love to connect.
Apply directly via LinkedIn or write to us
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