Revenue Management- Team Lead- Global Advisors - Bangalore, India - State Street

    State Street
    State Street Bangalore, India

    2 weeks ago

    State Street background
    OTHER
    Description

    Job Responsibilities:

    Process

    • To quickly understand / self-learn end-to-end Revenue Management Cycle (client account setup, account maintenance, monthly accrual, true-up, client invoicing, account receivable, etc.) of the company. Able to assume responsibilities for all activities and tasks within the group.
    • To handle the billing functions independently with minimum supervision; to work on critical billing tasks/special project with strict deadlines & quality check the invoices with 100% accuracy
    • To take initiatives on process improvement; identify opportunities for improving the efficiency of the process, ability to analyze process for re-engineering opportunities
    • Ensure that all work items are completed as per the agreed SLA. Plan and coordinate non-standard activities. Assist in the oversight of written procedures.
    • Handling Client Inquiries and ensure timely response & getting the invoices right the first time
    • Prepare the weekly / monthly/ quarterly MIS reports
    • Escalate all issues properly, in time, to the appropriate level, to avoid any adverse impact on the business
    • Ensure that the gaps in the process are highlighted and that there are adequate controls in place to fill the gaps

    People

    • Provide manager with feedback and suggest improvements on performance of team
    • Identify the training requirements of the team members and work with the Training Team on providing the required trainings
    • Collaborate with the team / manager / stakeholders both onshore and offshore

    Client Relations

    • Establish good relationships with Client Onboarding team, Client Service Officer's team, Relationship Manager's team with whom the team will need to interact on a regular basis.
    • Act as a liaison between internal and external clients
    • Monitor the exceptions and ensure that they are resolved in a timely manner

    Key Skills Required:

    Knowledge

    • Domain Knowledge of Asset (Investment) Management industry
    • Knowledge in accounting (especially revenue recognition)
    • Strong in Microsoft office tools (Excel, Word, Power Point)

    Experience & Education

    • Total work experience of 6 to 8 years
    • 6+ years of corporate work experience. MBA finance / Bachelors in Commerce

    Inter-personal skills

    • Good written and verbal communication
    • Team Work and Collaboration
    • Client Focus and Business delivery
    • Ability to prioritize multiple responsibilities to meet internal and industry deadlines
    • Stake holder managemen