
Subramani C B
Assistant Tax Consultant

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About me
Associate Manager Specialist at Fidelity Investments
Education

St. Aloysius College
2000 - 2003Bachelor of Commerce (B.Com.) Commerce AB.Com

Sikkim Manipal University - Distance Education
2012 - 2014Master of Business Administration (MBA) Finance, General CMBA
Experience

I. K. Uthaiah & Associates
Jun 2003 - Sept 2004Assistant Tax Consultant• Involved in Computation of Total income of Individual, Income and Expenditure account, and Sales Tax.

INDECOMM
Sept 2004 - Aug 2005Junior 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 - nowLead 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 BLead 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
Associated with Subramani C B
Languages
- enEnglish
- kaKannada
- hiHindi
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