AssetPlus - Revenue Analyst

3 days ago


Chennai, India AssetPlus Full time

About the job

Job Summary: As a Revenue Analyst, you will be responsible for the end-to-end process of brokerage and commission management for mutual funds, insurance and other products.

If youre great with numbers and an Excel-ninja while understanding that numbers and narrative should go hand-in-hand, you might be a right fit for the role while gaining great insight into the fintech ecosystem.

Key & Commission Management:


- Handle inflows and outflows of revenue, bring in standardization and structures, exception-handling mechanisms and ensure seamless flow month-on-month

- Margin management in line with planned budgets and structures

- Resolve discrepancies and edge-cases by coordinating with internal teams, close loops within a reasonable time frame


- Handle reconciliation of receipts and payouts, and resolve unreconciled items

- Handle escalations from sub-distributors - identify root cause and provide resolution while also improving the process

- Assist in monthly revenue payouts by collating exceptions, special requests and coordinating with the Finance & Analytics teams.


MIS Reporting:


- Prepare and maintain comprehensive MIS reports covering brokerage and commission details.

- Generate periodic reports for management, providing insights on revenue distribution and margins, and trend analysis

Process Improvement:

- Identify opportunities for process automation and efficiency enhancement in brokerage and commission management.

- Collaborate with internal teams to streamline reporting and reconciliation collaboration:


- Handle queries and requests from internal teams surrounding revenue efficiently, ensuring clarity and control


- Handle periodical brokerage updates and internal communication around the Bachelor's/Master's degree in Finance, Accounting, or related field- CA preferred

- 2+ years of experience in revenue management, financial analysis in the financial services industry


- Strong communication in English and Hindi

- Advanced Excel skills (pivots, formulae and speed)

- Excellent analytical and problem-solving skills

- Attention to detail and a high degree of accuracy (a very sharp eye Skills:


- Experience with wealth management, banking or distribution businesses.

- Basic knowledge of GST and the process involved (input tax, liability, filing, Chennai Type: Full-time


(ref:iimjobs.com)
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