Yadnyesh Mane

I have over 6.5 years of professional experience in Banking, Finance, and Taxation, with 4.5 years dedicated to ICICI Bank in retail banking roles. I have developed skills in team handling, data management, and client servicing. My experience also includes filing tax returns and conducting audits at M.A.Y & Co. I am detail-oriented, a quick learner, and possess a strong ability to work under pressure.

Assistant Manager-II - ICICI Bank Ltd - Mumbai

(2020-05)

A leading private sector bank offering a wide range of banking products.

• Handled Pan-India volume of Customer Service Requests for demographic changes which is raised for various products. i.e ( SA,CC,LOAN and Demat). Verify service request raised for above product at pan India level in different application. (NSDL,CDSL, I-Core, Finn-one, CTL Prime, FCRM and I-view).
• Servicing customer's a/c under various process. i.e RE-KYC, FD Closures, NRI Servicing, and Demat a/c servicing. Coordinated with branches for queries and resolutions.
• Processed KRA KYC for Demat a/c holder and updating same on NSDL portal. Account servicing for various process like as RE-KYC, FD Closures, NRI Servicing CIF Suspension, Dormancy Removal, Scan to Ops and Demat a/c servicing.
• Maintained customer Data, Co-ordination with branches for queries and resolutions, maintaining Monthly & daily report file for various process.
• Checked Customers Escalations across all over process, Coordinate with seniors, and rectify the error. Provide resolution to auditors queries and make necessary changes as per requirements.
• Handling cases of HNI Client, Processing request within TAT, Analyzed rejection report, TAT Report, Rework report and MIS reports for verticals.
• Assess areas of process and system improvements, System migration and provide potential resolutions and ideas to senior management.
• Team handling for scan to ops to process in which FI And Non-FI Service request was raised through Internet banking, TAB, and Branch banking channel.
• Managed team calibration with quality control (QC) to close the feedback loop on quality checked record and make corrections to KYC record.

Senior Tax and Accounts Executive - M.A.Y & Co. (CA Firm) - Mumbai

(2018-07 - 2020-05)

A CA firm specializing in taxation and consultancy services.

• Filing Income tax returns for Individuals, Corporates, Trust and LLP.
• Maintained accounts for LLP and corporate clients and made changes as per requirements.
• Prepared quarterly and annual reports, finalized accounts at year-end.
• Resolved queries of IT departments and provided necessary resolutions on scrutiny.
• Handled monthly and quarterly reports for GST clients, filed GST returns, and made GST registrations.
• Payments of Advance tax, filling ITR-1 to ITR-5 on basis of category, Validation of ITR on SYNSEX, Preparing Computation of IT returns, analysing final computation with seniors and make necessary changes.
• Handling customers documents, maintain bank records & Vouchers file, Preparing Balance sheet in tally and excel, coordinating with customer for form 16, downloading 26AS and TDS Report.
• Handled External and Internal audit for various client like MSEB, MCIM (Maharashtra council of Indian Medicines), Army Canteen, Sulzer Pumps, Asmita school and Trust, Sai Motors, Micro-scan PVT Ltd, for Mumbai regions.
• Checked Customers Escalations, Coordinate with seniors, and rectify the error.
• Provide Auditors reports to client. Attend Income tax and GST queries raised by IT department and provide necessary documents as per requirements.

Master of Commerce - M.Com - Mumbai University (2018-03 - 2020-06)

Bachelor of Commerce - B.Com - K.G. Mittal College (2015-03 - 2018-03)

Higher Secondary Certificate - Maharashtra State Board (2013-03 - 2015-03)

Secondary School Certificate - Maharashtra State Board (2003-03 - 2013-03)