
Transaction Data Specialist
24 hours ago
The Operations Manager oversees end-to-end process management for transaction data and brokerage flows.
Main Responsibilities- Manage acquisition, validation, and systematic handling of client investment transactions from multiple product providers.
- Reconcile transaction feeds with internal systems and resolve discrepancies.
- Drive automation for transaction processing, ensuring scalability and minimal manual intervention.
- Maintain a database of brokerage rates and incentives received from product providers.
- Analyze rate structures and provide inputs to the Product team.
- Participate in creating a smart payout rate structure balancing profitability with market competitiveness.
- Track competitor rates and generate analysis.
- Lead monthly/quarterly reconciliation of brokerage/commission receipts from manufacturers, ensuring alignment with business generated.
- Analyze variances in brokerage received vs. expected and initiate corrective actions with product partners.
- Escalate internally in case of delays in reconciliations.
- Graduate/Postgraduate in Finance, Commerce or related field.
- 5+ years of experience in transaction operations, finance, or back-office roles in BFSI/financial products distribution.
- Proven track record of leading teams and process improvement projects.
- Familiarity with brokerage calculation systems, advanced Excel, and MIS reporting.
- Demonstrated analytical, negotiation, and stakeholder management skills.
- Work on a digital-first award-winning investment platform.
- Excellent working environment and ownership of the functional area.
- High growth opportunities for performers.
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