Customer Service Representative

Y A T I C H A N D A N

Address: ***** ******* ** *** *****, San Diego, CA- 92127

Mobile: 619-***-**** E-Mail: ****.*******@*****.*** Summary:-

Four years of experience in the finance profession.

Availed trading license for the organization from National Stock Exchange (NSE) and Bombay Stock Exchange (BSE), Indian Stock Exchanges.

Having one year of experience in Managing compliances for the members of National Commodity and Derivatives Exchange (NCDEX) and the Exchange.

Having experience in filing tax returns.

Dedicated customer service representative motivated to maintain customer satisfaction and contribute to company success.

Professional Experience

Tax research specialist: H&R Block December 2018

Assist taxpayers with tax-related queries for different types of income. Such as Self-employed, Small business (Schedule c), contractor, household, retirement (1099-R), Capital gain or loss (1099-B) etc.

Scrupulously respond to inquiries regarding different types of calculation for depreciation, daycare expenses, home for office use and military rules.

Helping taxpayers with state tax queries related to residency rule, reciprocity rule, community property income etc.

Educate on credit phase-out limit, refundable, non-refundable credit.

Resolving issues within a timely fashion such as qualified dependent/relative, student loan (Form 1098-T) and child/ dependent care expenses.

Identifying and reacting to risks and opportunities to improve our services and processes Associate: National Commodity and Derivative Exchange (NCDEX) March 2016 - March 2017

Scrutinize membership application and agreements for the applicant appealing for new membership in the Exchange.

Identify and follow up with members for missing or incorrect information.

Managed ongoing compliance for the members and Exchange.

Reconcile the security amount (cash and collateral) invested by the members of the Exchange.

Coordinating with various departments concerning member’s investment, refund, and exposure / margin and algorithm facility (ALGO) facility.

Coordinated with Securities and Exchange Board of India (SEBI, Regulatory body) concerning members registration and Exchange compliances.

Provided reports to Securities and Exchange Board of India (SEBI) concerning members registration and Exchange compliances.

Managing and renewing the member's database in Exchange system customer relation management system (CRM).

Prepared reports as requested by other departments concerning membership status change in shareholding/promoter holding pattern, partnership pattern.

Processed application for change in name of member entity, constitution and directorship.

Scrutiny of Annual Returns (including Audited Financial Statements) submitted by members.

Research, diagnose and respond to client inquiries in an expeditious, thorough and professional manner. Senior Finance Executive: Crecer Financial Services Private limited June 2013 - Dec 2015

Successfully fulfilled all the requirements with the Securities and Exchange Board of India (SEBI), National Stock Exchange (NSE) & Bombay Stock Exchange (BSE), India and availed broking permit for the organization.

Done accounting entries in software Tally.

Maintaining petty Cash of the organization.

Managing and renewing the client's database in organizations record.

Research, diagnose and respond to client inquiries in an expeditious, thorough and professional manner. Tax Adviser: SPA Capital June 2012 - Aug 2012

Assisted employees in filing Tax return for companies like TATA POWER, WNS, GLOBE UP, DOMINOS, WIPRO, IGATE PATNI COMPUTERS LTD

Assisted employees in calculating taxable income, taking care of their advance tax paid, Liability of tax as per there Form

Advise them to invest in Insurance, Mutual funds to utilize their 80 C limit. Skills

Proficient in Microsoft Office

Customer relationship management software (CRM)

Tally and Securities and Exchange Board of India (SEBI) Portal. Education

Master of Business administration IIPM, Mumbai

Bachelors of Commerce Mumbai University, Mumbai

Schooling did from Ujjain Madhya Pradesh.

Note: - I have legal employment authorization status to work in the US and can join your organization immediately, Without any visa sponsorship requirements now or in future.

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