Ranj Komaragiri

• Penetration and Conclusion of quality records, scrap reports and machine logs into database of Tax Credentials
• Assessed compliance issues in preparation of Tax Returns.
• Reviewed project specifications and documentation to understand task and deadline requirements
• Supported Production of client Tax returns for submission & Client delivery.

Key achievement

Managed over 35 client data base per day for tax preparations and account openings.

• Volunteered over 30 hours with organization helping with Assisting in Science projects, School Events, Classroom Assistance & Field Trips for better initiative.

Key achievement

Volunteering work helps to develop and use different skills that gives a real sense of accomplishment.

• Prepared Personal T1 tax returns (Tax Prep) Filing T1 and T2 Returns
• Prepared and compiled Notice to Reader, Audit engagements & Financial Statements on CaseWare and Excel under direct Supervision of mentors
• Corresponded with Canada Revenue Agency regarding information requests and NOA

Key achievement

Managed client database and tax return preparations

Utilized tax software to prepare returns and meet deadlines.

• Upload incoming and outgoing wire activities reports from the Wire exchange
• Review incoming & and outgoing swift messages
• Verified compliance with best business practices throughout the organization.

Key achievement

Managed over 50 Incoming wires of the clients per day

Established constructive client and vendor relationships.

• Handled and offered services for NRI Services & Private Banking Desk; Foreign Exchange Services' General Banking
• Assisted customers with setting up or closing accounts;
• Promoted financial products by maintaining excellent service offering knowledge. Sold mutual funds.
• Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
• Networked to increase client base and encourage existing clients to expand financial portfolios.

Key achievement

Designated NRI representative after two months on role.

NRI market banking revenue up 10% quarterly since then.

• Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips
• Maintained confidentiality of bank records and client information. Processed transactions for term deposits.
• Delivered prompt, accurate and excellent customer service

Key achievement

Earned rewards twice for excellence and professionalism in banking.

General Banking revenue up by 12% quarterly since then,