Successfully led and managed team of 12 professionals, fostering a collaborative and results-driven workenvironment.▪ Engage with R&C team on MCA rationalization, COB co-ordination, review of ADR, ICSA and BRP documents.▪ Acting as SME to senior stakeholders and/or other team members.▪ Explore opportunities to generate saves /productivity efficiencies identifying redundancies, functionalization opportunities etc.▪ Successfully resolved challenging custom tax issues, demonstrating strong problem-solving skills.▪ Coordinating with clients, branch heads, Citi Business partners and senior managements Tax operations▪ Project planning including good governance, efficiency enhancement, preparing test scripts.▪ Worked closely with technology team for UAT, live projects.▪ Involved in preparation of BRD & Supported implementation of UAT strategies and sanity testing.

Responsible for Wealth Management of 350 priority clients and managing the total AUM of 30 Cr. Provide insights for investments and raising capital for various projectsPortfolio Management of clients striving to outperform and increase return on investmentsSuggesting the asset allocation according to clients’ risk profile to balance the overall risk of the portfolioParticipate in one-on-one meetings with clients to explain services in an effort to guide their choices.Understand the problems and challenges of clients and identify ways the business could better address those needs.

Prepared equity research reports for various companies by using multiple valuation methodsPerformed detailed analysis of company’s profitability, operating performance, leverage as well as working capital management to ascertain revenue visibility and other key factors with the objective to aid investment decisions.