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Sathisha TN

Sathisha TN

Senior Associate

Followers of Sathisha TN79 followers
location of Sathisha TNBengaluru, Karnataka, India

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  • Timeline

  • About me

    US Retirement Lead Specialist

  • Education

    • Adarsha college

      2009 - 2012
      Bachelor of Commerce (BCom) Accounting and Finance

    • University of Mysore

      2012 - 2014
      Master of Business Administration (MBA) Accounting and Finance A+

      Activities and Societies: cultural programes, presentations, and participation in competations at colleges. I have completed my +2 course at Adarsha college,kolar, with 72% (2007-09).And B.com (Bangalore university) at Adarsha college,kolar, with 70% (2009-12)And now persuing MBA Finance, (Mysore university)

  • Experience

    • Fidelity Investments

      Nov 2014 - May 2018
      Senior Associate

      Stock Plan Services & Retirement services

    • Kotak Mahindra Bank

      Jul 2018 - Jan 2019
      Deputy Manager

      Service Officer – Handling customer’s “Query”, “Request”, and “Complaints” in front desk.• Reconciliation of bank statement, • Bank journal entry report audit.Teller – Accepting and making entry of Cash deposits / withdrawals, NEFT and RTGS and fund transfer transactions.Custodian 1 – Bank custodianship of cash vault and Lockers facilities.

    • Empower

      Aug 2019 - now

      US Retirement

      • Lead Specialist

        Aug 2019 - now

      • Lead Specialist

        Aug 2019 - now

  • Licenses & Certifications