Analyst
PwC
Total years of experience :0 years, 10 Months
Computations determining capital gains/losses for foreign institutional investors (FIIs) and issuance of tax certificates for repatriation.
Preparing and raising invoices (Billing) quarterly and monthly.
Follow up with the clients for the outstanding invoices.
Drafting mails for any queries from the client.
Transitioned all client data to new in-house software.
Preparing PAN Applications for all new clients, sub-accounts along with preparation of power of Attorney and Engagement Letter for new clients, raising AFS, preparing documentation for AML, Client Acceptance and Assignment Acceptance.
Filing of tax returns for corporate and non-corporate FIIs before the deadline.
Preparation of submissions for assessment proceedings for FIIs in response to income-tax notice.
Coordinating with custodians for various details/information/clarifications.
Reconciling holding statements with NSDL statement received from custodians.
Preparing client and job codes.
Resolving queries of the colleagues.
Giving Training to new staff.
Performing duties like faxing, filing, photocopying etc.
Preparing meeting/appointment calendar for foreign trip.
Sending meeting invites to the clients.
Working with the Director on different client requirements.
ACHIEVEMENTS:
Transitioned data and made all funds live in new software.
for Customer Contact department;
Identifying of documents sent by the Clients;
Responding to clients request accordingly;
Handle Customer’s Home Loan related problems and queries;
Converting enquiries into business by tactful follow ups;
Provide direct support service to individual staff & small groups;
Oversee implementation of policies & programs which are in line with the organization;
Complete written reports as needed or as requested by management;
Tracking performances and Improvement Plans for the Process;
Maintaining daily MIS;
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