Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Personal Information
Languages
Timeline
Generic

Tarun Kumar

Pune

Summary

Currently a working professional with an experience in settlements for OTC trades. Have knowledge & understanding of trade life cycle, financial products-equity & debt instruments. A result - driven and resourceful individual with an interest in finance & management.

Overview

2
2
years of professional experience

Work History

Senior Analyst- Client Service & Prime Finance Ops

Eclerx Services Ltd
Pune
08.2022 - Current
  • Worked on Euroclear/ EMEA Market trades
  • Responsible to work with clients, brokers, and Ops teams on failed trades exceptions and discrepancies of trades which clear through EMEA & Euroclear
  • Worked on per-matching trades to ensure timely settlement of trades with counter-parties
  • Pre-confirm settlements with internal and external counter-parties
  • Request for SSI setup/amendment of trades
  • Investigated and resolved discrepancies of positions (cash and securities) in the firm's books and records
  • Demonstrate effective client service by dealing with Prime brokerage's client queries with utmost sensitivity & urgency
  • Ensuring trades are confirmed and matched for settlement prior to the value date
  • Effective escalation on critical & high-value breaks to senior management
  • Executing daily tasks assigned for the process with zero errors and no incidents
  • Post Value date investigation of breaks and follow-up for resolution
  • Ensure Check List is updated for all daily tasks performed
  • Responsible for assigning fails and Pre -matching trades to the team on daily basis
  • Provide hands-on training to new hires in process

Education

BBA - Finance & Accounts

Christ University
Delhi NCR
07-2022

XII: Science (C.B.S.E Board) -

Maheshwari Public School
Kota, Rajasthan
04-2019

X: (C.B.S.E board) -

Disha Delphi Public School
Kota, Rajasthan
04-2016

Skills

  • Management skills
  • Communication
  • Client Relationship Management
  • Written & Verbal Skills
  • Leadership
  • Problem-solving
  • Microsoft Excel & PowerPoint
  • Time management
  • Active listener
  • Team Player
  • Analytical Skills

Accomplishments

  • Awarded with certificate of appreciation for outstanding commitment and exemplifying core value.

Personal Information

Nationality: Indian

Languages

  • English
  • Hindi

Timeline

Senior Analyst- Client Service & Prime Finance Ops

Eclerx Services Ltd
08.2022 - Current

BBA - Finance & Accounts

Christ University

XII: Science (C.B.S.E Board) -

Maheshwari Public School

X: (C.B.S.E board) -

Disha Delphi Public School

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Tarun Kumar