Performance Monitoring & Analytics

ROLES AND RESPONSIBILITIES

• Analyze revenue and cost allocations, verifying accuracy
• Review employee and multi-product performance
• Evaluate incentive structures for employees
• 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
• 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
• 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