Anna Joseph
Mumbai
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Associate
JP Morgan Services India Private Limited, Mumbai, India
09.2017 - Current
- Trained in multiple processes across US Tax Reporting such as Custody Cost Basis, Treasury Services.
- Reporting actual trade transaction details in system for calculation of Tax Ensuring correct Trade Cost, Acquisition Date and Selling Price is updated in system as per client request.
- Validating W8 and W9 tax forms of client's investing into US securities
- Reporting tax charged with IRS (Internal Revenue Service- Government Service).
- Managing year end reclassification process so that proper refunds are paid to clients Trained in Tax Refunds process wherein tax reclaims are received credit advice from foreign clients.
- Refunds are credited to client's account based on eligibility.
- Ensuring completion of BAU on daily basis.
- Ensuring Start and End of Day work completion email is sent across to Higher Management.
- Developed strong client relationships through timely and thorough follow-up on inquiries and concerns.
- Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
- Implemented data-driven decision-making strategies, improving overall business performance.
- Led training sessions for new employees to ensure smooth integration into the company culture and workflow.
- Established strong relationships with key stakeholders, facilitating effective communication across departments and teams.
- Played an integral role in launching successful projects by coordinating tasks among team members while adhering closely to established timelines and budgets.
- Worked varied hours to meet seasonal and business needs. Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
- Enhanced team productivity by streamlining communication and implementing efficient project management tools.
Senior Executive
Capita India Private Limited, Mumbai, India
07.2013 - 08.2017
- Dealt with policy surrenders and maturities for UK based Customers of Abbey Life Insurance Ltd
- Ensured payment of accurate pound amounts to policyholders
- Checked client's KYC details through system called Margin
- KYC was first and basic step to be checked before any payment was processed
- Under KYC if any details were incorrect then letter was issued requesting further ID proofs for payment processing
- Was responsible for process and team performance improvement
- Led training sessions for new employees to ensure smooth integration into the company
culture and workflow - Was part of 3 newly migrated processes.
- Strengthened stakeholder relationships with regular communication, resulting in improved alignment on strategic initiatives.
Education
B.COM -
Mumbai University
India05.2012
HSC -
Thomas Baptista Junior College
India04.2009
SSC -
Carmelite Convent English High School
India06.2007
Skills
- Performance Improvement
- Growth planning
- Operations Oversight
- Operational leadership
- Staff Management
- Report Preparation
- Customer Service
- Documentation And Reporting
Certification
Certified Business Analyst
Accomplishments
- Resolved product issue through consumer testing.
- Supervised team of 10 staff members.
Timeline
Associate
JP Morgan Services India Private Limited, Mumbai, India
09.2017 - Current
Senior Executive
Capita India Private Limited, Mumbai, India
07.2013 - 08.2017
B.COM -
Mumbai University
HSC -
Thomas Baptista Junior College
SSC -
Carmelite Convent English High School
Certified Business Analyst
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