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.