PRIYADHARSHINI Sathish

• Increased efficiency by streamlining data analysis processes and implementing automation tools.
• Identified trends and patterns in large datasets, leading to actionable insights for business growth.
• Developed new analytical models that improved forecasting accuracy and reduced risk exposure.
• Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.

• Prepared and mailed invoices to clients, processed payments, and documented account updates.
• Managed invoicing and payment processing operations.
• Processed invoices and payments in line with company policies and procedures.
• Entered invoice data into company's invoicing system to enable proper tracking and record keeping.
• Executed billing tasks and recorded information in company databases.
• Maintained accurate records of invoicing and payment activities in compliance with company and legal requirements.
• Audited and corrected billing and posting documents for accuracy.
• Responded to customer concerns and questions on daily basis.
• Suggested process improvements to invoice procedures to streamline workflow.

• Primary responsibility to track client’s commercial real estate properties for the purpose of tax assessment
• Retrieve assessment values through online/email/call to assessing jurisdiction
• Updating the assessed value, market value, assessment ratio, etc and other relevant information
• Keeps track of client’s portfolio and based on properties appeal deadlines. Runs report to identify the properties which doesn’t have values populated
• To keep the team up to date with current best practice within India
• Experience prioritizing tasks, working on multiple assignments, and managing ambiguity
• Analyses assessment notices and determines potential assessment reductions. Works effectively with onshore team and taxing authorities

• Purchase and sale of shares for the client both FNW & fidelity Funds daily Processing before the cut off
time 11.15 (U.K) and to co ordinate along with the UK AML Team to check whether the client is verified
for Investments. Which is critically time bound and the task involves lots of flexibility pertaining to
moving across different work types and multi-task and simultaneously ensuring the deadlines are met.

• Clearing off the queues before SLA & meeting down the need for Distribution of dividend to the client
during the dividend Run.

• Conducting Event management like team meeting & fun at work etc.

Client Investment Operations / AML Checks

• Handling end to end operations of Unit Trust deals from Online deals to Stock transfers including all Premier Line clients of FIL Investments.
• To check the suspicious amount of transaction in Fidelity investments (FIL Retail Business) & verify the clients & request necessary Anti Money Laundering documents ( AML ) Blocks & the Investigations & Intelligence Block ( I & I ) for the UK clients.
• To Co ordinate and check the necessary deeds & documents for the Nominees and Companies accounts with the UK product specialist, AML & the Compliance Team.
• Maintaining the client’s ledgers and setting up the client details. Applying the Global blocks on the client’s accounts if he fails an Experian check.
• Paying out the dividend of the shares held to the client’s bank accounts based on the fund frequency. All the AML STOP clients are blocked for such dividend & to make sure the same is confirmed to the client.