Sidhartha CS
Bangalore
Summary
In search to elevate expertise in finance and global mobility services, specialized in Global Coordination to serve a high-quality in monitoring the global compliance to deliver the efficient global mobility experience to Clients.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate-1
Global coordination Vialto Partners
Bengaluru
2022.11 - Current
- Worked as first line of contact of the overall engagement, coordinating between the network offices to facilitate efficient and high-quality delivery Tax service provided to the clients
- Managed service initiation process, global billing operations, and tax record setup.
- Monitoring and reporting the tax preparation status at Global level to the st holders
- Handling Authorizations files and deployment of tax organizers Globally, keeping all the stake holders informed timely with upcoming requirements and timelines
- Also worked on automations like: UI path, Alteryx, and Power BI to automate the day-to-day reporting and execution of daily tasks
- Coaching new associates and process development.
Personal Banker
HDFC BANK LTD
Bangalore
2021.07 - 2022.04
- Day to Day Carrying out Banking Operation
- Responsible for Cross Selling the Banking Products Services to best meet clients need
- Managing the Portfolio of 200 HNI Clients &Serving their banking requirements
- Ensuring the individual monthly revenue target is met
- Serving the Customers to maintain their investment portfolio
- Interacting and Building the relationship with walk-in customers and existing customer.
Education
MBA - Marketing
Christ University
Bengaluru, KA05.2021
Bachelor of Business Administration - Financial Accounting
Poorna Prajna College Udupi
Udupi, KA04.2019
Skills
- Global Coordination
- Tax Compliance
- Customer Relationship Management (CRM)
- Leadership
TECHNICAL SKILLS
- MS Excel
- Alteryx
- BI Tools
- Basic Internet Applications
INTERSHIP
Godrej Properties - Channel Sales Intern
Key Responsibilities: Understanding the Channel sales model Interacting with International clients Understanding the requirements of UAE Market
SOFT SKILLS
- Team Work
- Communication
- Adaptability
- Analytical
- Problem-solving
PROJECTS
Campus Review Marketing (Shiksha.com)
Certification
- Advance Excel
- Microsoft PowerPoint
- Diploma in Computer Application
- Rural Marketing (Achal Pavers)
Accomplishments
- Value Award for exceptional performance in Coordinating the compliance work. (Feb'24)
PERSONAL DETAILS
Date of Birth: 11th June, 1998
Languages: English, Kannada, Hindi, Tamil
Timeline
Associate-1
Global coordination Vialto Partners
2022.11 - Current
Personal Banker
HDFC BANK LTD
2021.07 - 2022.04
MBA - Marketing
Christ University
Bachelor of Business Administration - Financial Accounting
Poorna Prajna College Udupi
- Advance Excel
- Microsoft PowerPoint
- Diploma in Computer Application
- Rural Marketing (Achal Pavers)
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