Anand Rathi - Performance Monitoring & Analytics Professional - CA

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.