PUNAM KADAM TAMBAT
Team Leader
Bangalore
Summary
Experienced finance professional with over 13 years in portfolio management, corporate actions, cash & position reconciliation, root cause analysis, and fund accounting. Skilled in leading teams to drive operational excellence, foster client relationships, and ensure compliance with regulatory standards. Strong analytical skills and deep understanding of financial principles facilitate informed decision-making and effective risk management. Proficient in utilizing advanced Microsoft Excel functions to enhance reporting processes and streamline operations. Committed to continuous improvement and team development for high levels of performance and accountability.
Overview
15
15
years of professional experience
5
5
years of post-secondary education
1
1
Certification
3
3
Languages
Work History
Team Leader
State Street Services Pvt.Ltd.
11.2019 - 05.2025
- Manages client AGI's accounts, investigates OD, and reconciles accounts.
- Publishes daily Over-Draft reports, investigates causes of OD, and forecasts cash flow, review onshore investigations and provide feedback.
- Follows up with Custody on High Value accounts for clearance within 24hrs.
- Reconciles invested accounts, monitors daily reports, and prepares KPIs and daily status reports for management.
- Delegates work, oversees progress, and coaches team members.
- Resolves conflicts, suggests team-building activities, and provides regular updates on internal policies and organizational changes.
- Builds cross-skills in staff to manage increased Overdraft investigating volumes and identifies and mitigates process risks.
- Recognizes staff talent through reward and recognition programs and manages leave tracker, team huddle, and skill matrix for the team.
- Identified and mitigated process risks and recognized staff talent N M through reward and recognition programs.
- Analyze team errors and discussed with staff for better process control.
- Managed Leave tracker, Team Huddle, and prepared Skill matrix for Team.
- Perform root cause analysis and process improve current trade front to back flow in order to achieve economies of scale.
- Work with functional teams and clients to ensure the accurate processing the transactions.
- Work Effectively with the other functional areas to resolve the queries.
- Analyze daily front to back indicative and position reconciliations and manage trade life cycle events.
- Pro-actively identify process risk and continuously work towards enhancing assigned processes.
- Continuously improve knowledge by taking active role in the training.
- Supporting Co-workers in solving problems and assuring continuity of provided service.
- Support manager with running team meetings, providing feedback for 1-2-1 s and yearly appraisals.
- Support development of client KPI's and Monthly reports.
Senior Associate
Atos Syntel Services Pvt. Ltd.
12.2011 - 12.2017
- Worked as a Team Leader in US / Canada Corporate Actions with a team of 10 Corporate action analysts.
- Responsible for both mandatory and voluntary specific corporate actions functions related to international securities held by U.S and other markets.
- Work with the investigation teams to resolve client inquiries and find root causes of the issues.
- Responsible for smooth and successful transition from US Feeds to US Swifts, training the staff and writing procedures.
- Wrote processing procedures for SWIFT transition as well as enhanced other procedures to streamline process and reduce risk.
- Runs reports for the internal departments and required by On Shore team on daily, monthly and quarterly basis.
- Interacts with clients on call for responses on the ongoing work and for new updates in the international markets.
- Monitor progress of new upcoming projects, ensuring work is completed accurately and on schedule.
- Handling client's funds and Calculating end to end Net Asset Value (NAV) on daily basis.
- Microsoft Excel proficient (V-Lookup, Pivot Tables, Sum Ifs, Data Tables, etc.)
- Preparation of Client Daily Reports and Interacting with foreign Clients through Mails.
- Helping for analytical Support System
- Timely Process improvement.
- Generating daily/ weekly/monthly reports to presents senior management in the form of MIS.
- Providing guidance, assistance, and in-service training to users in response to written and verbal questions regarding the proper use and implementation of appropriate procedures and operations necessary to meet user needs.
- Establishing and maintaining cooperative and supportive relationships with clients.
- Worked on all kind of funds like equity funds, mutual funds, hedge funds, bonds, CCP's, etc.
- Preparing monthly and annual financial statements and reports for internal and external use and ensure their accuracy and preparation on timely basis.
- Responsible for all financial and costing recording and balance sheet.
- Responsible for smooth and successful transition from US Feeds.to US Swifts, training the staff and drafting procedures.
Finance Executive
VKC Credit & Forex Service Pvt. Ltd.
06.2010 - 11.2011
- Oversee accounts payable and receivable.
- Reconcile bank statements and general ledger accounts.
- Ensure timely billing and collections.
- Coordinate internal and external audits.
- Maintain accurate financial records and documentation.
- Maintain financial policies and procedures.
- Maintaining Cash Book, Purchase Book, Sales Book.
- Knowledge of VAT, CST, Professional Tax etc.
- Support senior management with financial information and reports.
- Monitor daily cash flow.
- Prepare monthly, quarterly, and annual financial statements.
Education
Bachelor of Commerce -
SSDM College
Mumbai 06.2004 - 05.2007
MBA -
Vikhe Patil Institute
Pune 06.2008 - 05.2010
Skills
Process enhancement
People management
Task prioritization
Skilled in addressing customer complaints
Strong interpersonal skills
Goal-oriented planning
Effective leadership
Problem-solving abilities
Effective time management
Strategic decision-making
Excellent communication
Active listening
Accomplishments
1. Successfully stabilized mandatory corporate action process in August 2013.
2. Received PERFORMANCE CONVERGE – Value award for outstanding performance.
3. Received SPOT – Award for getting appreciation from Business Unit (BU) team.
4. Received LEADERSHIP – Value Award for outstanding demonstration.
5. Received client appreciations and BRAVO – Award for proactively taking initiatives and efficiently delivering the work on time.
Certification
The Ultimate Course on Investment Banking
Timeline
Team Leader
State Street Services Pvt.Ltd.
11.2019 - 05.2025
Senior Associate
Atos Syntel Services Pvt. Ltd.
12.2011 - 12.2017
Finance Executive
VKC Credit & Forex Service Pvt. Ltd.
06.2010 - 11.2011
MBA -
Vikhe Patil Institute
06.2008 - 05.2010
Bachelor of Commerce -
SSDM College
06.2004 - 05.2007