Anand Rathi - Manager - Performance Monitoring & Analytics - CA (3-10 yrs)

JOB TITLE - Performance Monitoring & Analytics

Reporting Manager - Regional Director

Key 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

Desirable Qualifications

- Chartered Accountant (CA) qualification

- 2 to 5 years of experience in financial analysis or auditing

- Strong analytical, problem-solving and communication skills

- Proficiency in MS Office, particularly Excel

- Ability to work under pressure and meet deadlines