Performance Monitoring & Analytics

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About the Company

JOB TITLE – Performance Monitoring & Analytics Reporting Manager – Associate Director

About the Role

Key Responsibilities :

Responsibilities

Business Performance (40%)

Analyze revenue and cost allocations, verifying accuracy

Review employee and multi-product performance

Evaluate incentive structures for employees

Compliance & Surveillance (20%)

Maintain top client records and trading evidence

Monitor significant changes in client trading and branch activity

Respond promptly to HO team on surveillance matters

Resolve grievances, implementing control measures

Business Improvement (20%)

Develop region-level business MIS for RDs and CHs

Execute action plans from Lakshya Meet

Report monthly key parameters to CEO

Enhance employee productivity and product participation

Critical Tasks (20%)

Support yield improvement plans

Implement client mapping mechanisms

Track expansion plans and Capex-related activities

Update RDs on target achievements

Perform additional assigned tasks as required

Qualifications

Chartered Accountant (CA) qualification

2 to 5 years of experience in financial analysis or auditing

Required Skills

Strong analytical, problem-solving and communication skills

Proficiency in MS Office, particularly Excel

Ability to work under pressure and meet deadlines

Preferred Skills

None specified

Pay range and compensation package

Not specified

Equal Opportunity Statement

We are committed to diversity and inclusivity.

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