Role & responsibilities

Revenue Collation & Reporting

- Collate revenue from all business lines: broking revenue, third-party distribution revenue (MF, insurance, bonds, etc.) and MTF income.
- Calculate product-wise commission and revenue share accurately.
- Reconcile revenue figures with Portal and other TPD vendor portal.

MIS Preparation

- Prepare and circulate daily, monthly and quarterly MIS for sales employees.
- Publish overall zone-wise / branch-wise business MIS with daily updates.
- Track daily numbers against every RM, dealer and client.
- Analyse client-wise revenue, product penetration and activation.
- Monitor MTF book, utilisation and related income.

Incentives & Targets

- Calculate sales incentives as per the companys sales policy.
- Set up and track sales employee targets versus achievement.
- Highlight gaps, top performers and under-performers to management.

Management Reporting

- Provide detailed MIS,



dashboards and insights to the Business Head.
- Prepare ad-hoc reports and analysis for business reviews and meetings.
- Ensure data accuracy, timeliness and confidentiality.

Preferred candidate profile

- Graduate / Postgraduate in Commerce, Finance or a related field (MBA preferred).
- 2-7 years of experience in MIS / business analytics, preferably in a broking or financial services firm.
- Advanced Excel (Pivot Tables, VLOOKUP/XLOOKUP, Power Query, Macros); Power BI or SQL is a plus.
- Good understanding of broking products, MTF, distribution products and brokerage structures.
- Strong numerical, analytical and reconciliation skills.
- High attention to detail and ability to meet daily deadlines.
- Positive communication skills to coordinate with sales, operations and finance teams.

📌 Business MIS Executive / Analyst (Mumbai)
🏢 LKP Securities
📍 Mumbai