Anup Palki

Experience

• 

  Magic eCommerce Pvt. Ltd

  May 2015 - Jul 2015

  Marketing Intern

  - Initiated and strategized the market research activity in comprehension to build better customer relations while Optimizing the search engine ranking by building content and relatable Google ads.- Presented an analytical Customer survey report at company’s annual meeting and provided pointers of pitfalls and strengths while providing a strong set of recommendations in improving customer relations.- Helped sales team in creating sales pitch, which turned to out successful in bagging a Forbes top 500 company as a client. Show less

• 

  EY

  Dec 2016 - May 2018

  - Analyzed, prepared and worked on the reconciliation of the financial reports of small and mid-cap Swedish companies- 1040 chargeable hours clocked during the tenure, worked on 4 major tax seasons received appreciation from manager for time management and dedication.- Took responsibility to do the 2nd level reviewing of financial reports prepared, internally and externally. - Had an internal quality rating of 4.8 (5) with high chargeable hours, which was recognized by manager by announcing my progression in role within 8 months of joining.- Prepared the annual reports (Balance Sheet and Income statement) and Tax statements for Swedish small cap company- Reconciled the tax statements and annual report by comparing the previous year report to provide right baseline for the current year statements

  • Advanced Tax Analyst

    Sept 2017 - May 2018

  • Tax Analyst

    Dec 2016 - Sept 2017
• 

  Concentrix

  Sept 2019 - Oct 2020

  Advisor, Customer Service

  - Managing payment discrepancies, validations and appeasements with strong de-escalation skills handling on average of 480 - 540 minutes of services every day.- With exceptionally strong customer ratings of 4.5 (5), I was recognized for my strong technical knowledge and was assigned the duty of floor support.

• 

  Acuity Knowledge Partners

  Jan 2021 - now

  - DDQ and RFP Writer for Asset/Wealth Management Companies.- Exposure/Experience of working with best in class Asset/Wealth management companies.- Creating efficiencies for the clients using best industry practices.- Expert understanding & Knowledge on financial products & the Industry- Works in End-End RFP/DDQ/Digital DDQ process- Liaise with product specialists, sales, compliance, and legal departments to collate required information by creating a strong structured plan to ensure timely completion- Proficient user of content & RFP tools like Qvidian, Loopio, AssetQ, Door, & Seismic. Show less

  • Senior Associate

    Apr 2023 - now

  • DDQ/RFI Associate

    Jan 2021 - Mar 2023