Assistant Vice President

Marsh McLennan — Mumbai - One World Center

Company: Marsh Risk Description: We are looking for a talented and dynamic individual to join our Fiduciary Operations team at Marsh Risk India , a Marsh business. This role is based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office Assistant Vice President - Fiduciary Operations We will count on you to: Extract the renewal list from the system and share the forecast template with the Branch and Department. Collate the completed forecast templates upon receipt. Prepare and circulate a renewal summary, including lost cases, price variance, and timelines. Share FTM booking updates with the Department and Branch on a daily basis. Publish Actual vs Forecast reporting and obtain variance reasons (e.g., lost, price variance, or timing) for regional reporting. Track and help ensure achievement of Renewal and New Business forecast targets for the Branch and Department. Create dashboards and MIS as required. Ensure bookings are recorded under the correct income class. Share the lost client list with FP&A to support preparation of the lost file. Support the Client Executive with bookings requiring exception approvals to book revenue in the system. Coordinate with Client Executives on Renewal and New Business bookings. Share revenue status and support monthly revenue closure. Track and manage Client Service revenue for non-MMB business. Allocate revenue share and cross-sell in the register as requested by the Client Executive. Share MRC B2B lines monthly for inclusion in the register. Reconcile the revenue register with Oracle and resolve gaps. Share specialty reports with the region Upload the revenue register in the system and circulate monthly reports to relevant stakeholders (Department, Branch, Practice/Sales, Pema, Sub-department). Prepare Branch/Department/Practice revenue summaries (including Shadow) and maintain the lost file. Share daily revenue status updates and maintain documentation for variance/timing dri

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