Banking - Expense Management - AVP, C12 - Mumbai

8 - 12 years

0 Lacs

Posted:3 days ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

As a Business Associate, you will be responsible for various administrative activities of the business, including contributing to external audits, business continuity activities, and addressing regulatory issues. Your tasks may involve tracking business financials, managing employee headcount, and coordinating other administrative needs. Additionally, you may work on ad hoc projects as requested. Your main responsibilities will include: - Reviewing and approving requests for new deal numbers, ensuring alignment with established guidelines and procedures - Reviewing and approving pipeline transactions to ensure accurate revenue tagging within the system - Performing regular revenue reconciliation to prevent breaks, investigating and resolving discrepancies promptly - Managing the closure and settlement of syndicate settlements for ECM/DCM products - Conducting Mergers & Acquisitions (M&A) direct client billing and analysis of accounts - Reviewing deal-related and client general expenses, ensuring proper allocation and accurate billing - Communicating effectively with syndicate members on closeouts to gather necessary expense information - Liaising with product partners and coverage teams to ensure accurate exchange of client data and deal information - Providing data, presentations, and independent analysis to senior management - Managing monthly charge back processes for accurate expense allocation - Engaging in cross-team collaboration for seamless technology enhancements - Addressing ad-hoc requests effectively and identifying opportunities for automation and process improvement - Maintaining a thorough understanding of business operations and franchise operations - Ensuring accurate reporting of Key Performance Indicators (KPIs) by conducting thorough reviews and adhering to strict deadlines - Demonstrating strong leadership, strategic planning, communication skills, and overseeing day-to-day operations - Mentoring team members and driving continuous improvement initiatives - Identifying training needs and facilitating development programs for the team - Troubleshooting operational issues, identifying root causes, and implementing effective solutions - Collaborating with other teams and stakeholders to ensure smooth operations and achieve business objectives Qualifications required for this role: - 8-10 years of relevant experience - MS Office expertise - Experience with databases and information management - Consistently demonstrating clear and concise written and verbal communication skills Education: - Bachelors Degree/University degree or equivalent experience If you are a person with a disability and need a reasonable accommodation to use search tools and/or apply for a career opportunity, you can review Accessibility at Citi.,

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