As a Brokerage & Revenue Operations Specialist , you will be responsible for the end-to-end process of brokerage and commission management for mutual funds, insurance and other products. If you re 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 Responsibilities:

Brokerage & 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 workflows.

Cross-functional collaboration

Handle queries and requests from internal teams surrounding revenue efficiently, ensuring clarity and control
Handle periodical brokerage updates and internal communication around the same

Qualifications:

Bachelors 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 required)

Preferred Skills:

Experience with wealth management, banking or distribution businesses.
Basic knowledge of GST and the process involved (input tax, liability, filing, etc.)

Location:

Chennai (in-office)

Employment Type:

Full-time

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Brokerage & Revenue Operations Specialist

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Job Description

Job Summary:

Key Responsibilities:

Brokerage & Commission Management:

MIS Reporting:

Process Improvement:

Cross-functional collaboration

Qualifications:

Preferred Skills:

Location:

Employment Type:

More Jobs at Assetplus