Tarun JANGDE

• Improved customer satisfaction by streamlining processes and implementing new strategies.
• Analyzed data to identify areas of improvement, implementing changes that resulted in greater operational efficiency.
• Fostered a culture of continuous improvement by encouraging feedback from employees at all levels.
• Enhanced team productivity by providing training and mentorship to junior staff members.
• Developed and maintained strong relationships with clients, resulting in increased business opportunities.
• Built a strong network of industry contacts that provided valuable insights into market trends and potential business opportunities.
• Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client''s circumstances.
• Proactively identified new business opportunities through networking events, referrals from existing clients, and strategic partnerships with other professionals in the industry.
• Informed clients of strategies for reducing debt and maximizing savings.
• Assisted clients with multi-generational wealth transfer by creating customized estate plans that minimized tax liability while maintaining family harmony.
• Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client''s interests first.

Roles And Responsibilities

• To Reconcile and Investigate breaks between Custody and Fund Accounting.
• To adjust rate discrepancy and generate Dividend on the system.
• To extract and publish daily outstanding breaks file to the management and client.
• Self-motivated, with a strong sense of personal responsibility.
• Proved successful working within tight deadlines and a fast-paced environment.
• Resolved problems, improved operations and provided exceptional service.
• Tools - TLM, Invest One, Nexen, ECL, DTCC, Bloomberg.

• Region - UK
• Business Division - Back Office - Reconciliation Process Design
• Tools - ICON, MS Office, PS Financial
• Designed process and helped in transition from home location to Pune.
• Process Mapping - Responsible to map out complex processes, identify inefficiencies, and design new and improved processes that optimize efficiency and effectiveness.
• Responsible to map FInancial Tool in and out to get the proper details to report the same in the financial statements.
• The purpose of the process was to provide Monthly Financial Statement to the clients and justification of the outstanding deals. In Accordance with Stakeholders worked on process design of Management Team.
• Role and Responsibilities: - Reviewing monthly accounts for individual Management companies showcasing their financial position as at end of every month along with Trial balance, Profit & Loss statement and Balance sheet
• Production of daily, weekly and monthly stats of the fund managers based on the performance of the fund
• Client money and Operations account reconciliation on PS Financials as per CASS regulation
• Responsible for managing the general ledgers on PS Financials Daily analysis of all accounts and transactions reported and spot any break so they can be resolved in priority where necessary
• Assist on queries and liaise with the other department Maintain a close working relationship with other areas such as Dealings, Registrations, and Stakeholders.

• Business Region - EMEA
• Business Division - Back Office
• Cluster - Reference Data
• Tools - CMS, Back Office Trading platforms & MS Office
• The process was focused on reconciliation of breaks between Back- office trading platforms and golden database of the client
• Responsibilities: -
• To investigate breaks in reconciliation reports
• Provide direct input with research for client presentation
• Analysis of project data
• To ensure all the deliverables to be reported on time.