Subramani C B

Subramani C B

Assistant Tax Consultant

Followers of Subramani C B17 followers
location of Subramani C BKarnataka, India

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  • Timeline

  • About me

    Associate Manager Specialist at Fidelity Investments

  • Education

    • St. Aloysius College

      2000 - 2003
      Bachelor of Commerce (B.Com.) Commerce A

      B.Com

    • Sikkim Manipal University - Distance Education

      2012 - 2014
      Master of Business Administration (MBA) Finance, General C

      MBA

  • Experience

    • I. K. Uthaiah & Associates

      Jun 2003 - Sept 2004
      Assistant Tax Consultant

      • Involved in Computation of Total income of Individual, Income and Expenditure account, and Sales Tax.

    • INDECOMM

      Sept 2004 - Aug 2005
      Junior Executive

      • Responsible for creating Mortgage Insurance Policies and Double Checking Mortgage Insurance policy produced by the First Entry Employees.• Maintained daily PSR (Production Status Report).• Carried out researches and understanding all data entry discrepancies.• Assessed the training requirements and provided training to the New Employees.• Participated in process improvement planning; instrumental in identifying and escalating complex issues to the Supervisor.

    • Fidelity Investments

      Aug 2005 - now
      Lead Specialist

      • Handling responsibilities pertaining to Payment Initiation Process, where the pension payments to employees of clients are disbursed; reviewing the pension amount and performing reconciliation to make sure employees of clients receive accurate pension payments.• Resolving queries and escalated mails stating employees they have not received their pension payments; working with all the upstream process while understanding the issues and providing immediate resolution regarding payments.• Training, mentoring, leading & monitoring the performance of team to ensure efficiency in operations and meeting of individual & group targets. • Identifying and implementing strategies for building team effectiveness by promoting a spirit of cooperation between team members.• Reviewing system issues and opening appropriate system tickets; working with the technical team to provide issues to automate the process.• Responsible for creating process reports, like volumes, TAT. It will be presented to higher management.• Allocating work to associates as per their knowledge.• Attending conference call with clients and upstream processes and providing updates.• Identifying training needs and gaps and imparting Excel training to Fidelity Investments Associates; also providing Training to new hires. Mentored and guided employees ensuring all were trained in product knowledge and capable of performing assigned duties.• Shouldering responsibilities as a subject matter expert (SME) for my processes; identifying failure in process and placing control.• Retrieve the data from Sybase Database using SQL Query and MS Access. Show less

  • Licenses & Certifications

    • Software Testing

  • Honors & Awards

    • Awarded to Subramani C B
      Lead Specialist Employer Jan 2015 • Earned 5 “On the Spot Award” for Excellent Work.• Earned 2 “You Earned it Award” as a Individual.• Earned 3 “You Earned it Team Award”.• Earner 1 “Values Champion Award”.• Yellow Belt Certified from Quality Team.• Received Kaizen Silver Award for Implementing Kaizen Idea.
  • Volunteer Experience

    • Associate Manager Specialist

      Issued by Fidelity Investments on Sept 2015
      Fidelity InvestmentsAssociated with Subramani C B