Performance Monitoring & Analytics

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