Sachin Sante
Hyderabad
Summary
To gain employment with a company that offers me a consistently positive atmosphere to learn new things and implement them for the betterment of the business.
Overview
5
5
years of professional experience
Work History
Wealth Operations
HSBC
Hyderabad
09.2022 - Current
- Managed end-to-end processing of corporate actions events, including dividends, mergers, acquisitions, and rights issues, ensuring timely and accurate execution.
- Conduct thorough analysis and interpretation of corporate actions announcements to assess impact on client portfolios and take appropriate actions to mitigate risks.
- Successfully implemented automation initiatives resulting in reduction in processing time for corporate actions events.
- Processing incoming income payments such as interest, dividends,and other distributions accurately and in a timely manner.
- Reconcile income payments against expected amounts, client positions, and internal records to identify and resolve discrepancies promptly.
- Processing income adjustments or corrections as necessary, such as reclaiming tax withheld on foreign income or correcting errors in income calculations. Tax Reporting and Withholding.
- Respond to client inquiries and requests regarding income payments, tax treatment, and other income-related matters, providing accurate and helpful assistance.
Wealth Management Assistant
State Street
Hyderabad
02.2020 - 02.2021
- ETF Operations, Trade Settlement Inquiry & Collateral Processing.
- Knowledge of Trade Settlement, Settlement Cycle & Corporate Actions.
- Responsible for processing ETF & Basket Trades settlement, fails management,Pending shares,OQ20 and USFT.
- Identified discrepancies between trade orders and executed trades promptly.
- Reviewed customer account information regularly to ensure accuracy and compliance with regulations.
Account Executive - Payables and Receivables
Hinduja Global Solutions
07.2019 - 12.2019
- Reviewed, billed, rebilled, and resubmitted insurance claims to appropriate payers.
- Retrieved necessary documents for billing.
- Identified issues with claim forms.
- Resolved rejections and denials through corrections and appeals.
- Followed up on claims and resolved rejections and denials.
Tax Intern
Deloitte
Hyderabad
01.2019 - 04.2019
- Assisted in the preparation of federal and state tax returns for individuals.
- Prepared client letters explaining tax due dates and required documents.
- Performed calculations and prepared summaries of estimated taxes due.
- Corrected errors identified during supervisor's review of completed returns.
- Interacted with partners for complex issues resolution.
- Organized client tax documents for efficient tax return preparation.
Education
MBA - Finance
AV College of Arts, Science And Commerce
Hyderabad09-2022
Bachelor of Commerce - Accounting
Badruka College of Commerce And Arts
Hyderabad04-2018
Intermediate - MEC
Narayana Junior College
Hyderabad04-2015
10th Board - SSC
Scholar High School
Hyderabad04-2013
Skills
- Financial Planning
- Financial research
- Portfolio Management
- Cash Flow Management
- Problem Solving Skills
- Teamwork and Collaboration
Timeline
Wealth Operations
HSBC
09.2022 - Current
Wealth Management Assistant
State Street
02.2020 - 02.2021
Account Executive - Payables and Receivables
Hinduja Global Solutions
07.2019 - 12.2019
Tax Intern
Deloitte
01.2019 - 04.2019
MBA - Finance
AV College of Arts, Science And Commerce
Bachelor of Commerce - Accounting
Badruka College of Commerce And Arts
Intermediate - MEC
Narayana Junior College
10th Board - SSC
Scholar High School
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