Gokula Krishna B

Intermediate Representative at BNY

Role
Intermediate Representative at BNY
Location
Chennai, TN, IN
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Gokula Krishna B

Ambitious Accounting Student demonstrating strong background in Accounting and Finance. Eager to fulfill role of increased responsibility to add value to dynamic accounting team.

Experience

  1. Intermediate Representative

    BNY

    Dec 2024 — Present · Chennai, IN

    Perform Financial handling such as redemption, purchase, exchange via phone trade.• Change of address, name change, SSN change, and other non-financial handling via phone trade.• Enhanced portfolios by the requirements of retired people, especially the disabled people.• Process the withholding tax as per US federal and state regulations and the overnight delivery fee for the phone trade.• Assisted in producing accurate client and regulatory reports, ensuring compliance with industry standards and practices.

Education

  • Ramakrishna Mission Vivekananda College

    Bachelor of Commerce - BCom

    2017 — 2020

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Gokula Krishna B — Intermediate Representative at BNY in Chennai, TN, IN | Unifers