Tarun Poonacha
Client Service Manager at Annex Wealth Management- Claim this Profile
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English Full professional proficiency
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Hindi Native or bilingual proficiency
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Kannada Professional working proficiency
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Tamil Limited working proficiency
Topline Score
Bio
Christina Urfer
One of the main ressons that Tarun and I have been successful coworkers on almost every project that the company has been entrusted with is his ability to delve into details. In his role as a Client Sales Support Representative, he has come across many challenges; his reason for success is how he calmly and patiently handles any obstacle that comes his way. In meeting all these challenges head on is his ability to chart out his limitations. He is never shy of asking for help if needed and takes constructive criticism extremely well. He always strives to do his outmost best and it shows in his daily work. During the year I’ve worked with Tarun, I would describe him as a dedicated and enthusiastic individual who has a great ability for meeting deadlines. Tarun is an accompished multitasker who has endired the efficacy of many projects.
Bopanna K M
Attention to detail, sincere, smart & hard working are just a few of the attributes which enable Tarun to deliver his commitments on schedule time and again. Having known Tarun for more than 15 years including his work term at Indiabulls, he has readily accepted every challenge and delivered on all fronts making him one of the most invaluable employees of the organisation. I am confident he would carry on the good work wherever he goes.
Christina Urfer
One of the main ressons that Tarun and I have been successful coworkers on almost every project that the company has been entrusted with is his ability to delve into details. In his role as a Client Sales Support Representative, he has come across many challenges; his reason for success is how he calmly and patiently handles any obstacle that comes his way. In meeting all these challenges head on is his ability to chart out his limitations. He is never shy of asking for help if needed and takes constructive criticism extremely well. He always strives to do his outmost best and it shows in his daily work. During the year I’ve worked with Tarun, I would describe him as a dedicated and enthusiastic individual who has a great ability for meeting deadlines. Tarun is an accompished multitasker who has endired the efficacy of many projects.
Bopanna K M
Attention to detail, sincere, smart & hard working are just a few of the attributes which enable Tarun to deliver his commitments on schedule time and again. Having known Tarun for more than 15 years including his work term at Indiabulls, he has readily accepted every challenge and delivered on all fronts making him one of the most invaluable employees of the organisation. I am confident he would carry on the good work wherever he goes.
Christina Urfer
One of the main ressons that Tarun and I have been successful coworkers on almost every project that the company has been entrusted with is his ability to delve into details. In his role as a Client Sales Support Representative, he has come across many challenges; his reason for success is how he calmly and patiently handles any obstacle that comes his way. In meeting all these challenges head on is his ability to chart out his limitations. He is never shy of asking for help if needed and takes constructive criticism extremely well. He always strives to do his outmost best and it shows in his daily work. During the year I’ve worked with Tarun, I would describe him as a dedicated and enthusiastic individual who has a great ability for meeting deadlines. Tarun is an accompished multitasker who has endired the efficacy of many projects.
Bopanna K M
Attention to detail, sincere, smart & hard working are just a few of the attributes which enable Tarun to deliver his commitments on schedule time and again. Having known Tarun for more than 15 years including his work term at Indiabulls, he has readily accepted every challenge and delivered on all fronts making him one of the most invaluable employees of the organisation. I am confident he would carry on the good work wherever he goes.
Christina Urfer
One of the main ressons that Tarun and I have been successful coworkers on almost every project that the company has been entrusted with is his ability to delve into details. In his role as a Client Sales Support Representative, he has come across many challenges; his reason for success is how he calmly and patiently handles any obstacle that comes his way. In meeting all these challenges head on is his ability to chart out his limitations. He is never shy of asking for help if needed and takes constructive criticism extremely well. He always strives to do his outmost best and it shows in his daily work. During the year I’ve worked with Tarun, I would describe him as a dedicated and enthusiastic individual who has a great ability for meeting deadlines. Tarun is an accompished multitasker who has endired the efficacy of many projects.
Bopanna K M
Attention to detail, sincere, smart & hard working are just a few of the attributes which enable Tarun to deliver his commitments on schedule time and again. Having known Tarun for more than 15 years including his work term at Indiabulls, he has readily accepted every challenge and delivered on all fronts making him one of the most invaluable employees of the organisation. I am confident he would carry on the good work wherever he goes.
Experience
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Annex Wealth Management
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United States
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Investment Management
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100 - 200 Employee
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Client Service Manager
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Jun 2023 - Present
• Primary point of contact for client service related requests. • Assist clients with onboarding paperwork and money/asset movement once the account is opened. • Schedule client review meetings with Wealth Managers and follow up on the next course of action to update client portfolios. • Handle cashiering and investment decisions by coordinating with the Operations team and the Investment team in tandem. • Ensure distributions and contributions in accounts are processed within the cut-off time. Show less
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Fiserv
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Client Sales Support Rep
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Aug 2022 - Jun 2023
• Work on repeat/new orders of supplies (envelopes, checks, tickets, statement paper) for banks and credit unions. Converse with these institutions and vendors to calculate quotes and determine item specs. • Enter order acknowledgment numbers (80-90 orders each day) in DemandBridge. Ensure all details like item code, quantity, price, specs, shipment date of orders match between vendors and Fiserv records. • Work with account managers and sales associates to discuss strategies to drive up sales and revenue. I’m currently in the process of transitioning to the role of an Account Manager. • Handle orders (averaging 40-50 orders per day) of paper rolls, ink ribbons and bill payment counterslips over phone, emails and voice messages for Checkfreepay agents. • Responsible for providing tracking information when needed, monitor inventory in the warehouse and assist all clients with incorrect shipments and billing inquiries. Show less
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Thomas White International
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United States
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Financial Services
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1 - 100 Employee
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Senior Portfolio Administrator
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Jun 2009 - Dec 2017
• Handled reconciliations across Separately Managed Accounts (SMA) and international portfolios,provided critical market related data to the investment committee for portfolio re-balancing. • Managed administration of $400MM in international client portfolios and Separately Managed Accounts (SMA). • Undertook the duties of the Director and Portfolio Administrator simultaneously for 3 months in the Chicago office.Coached an American colleague during this period who had newly joined the team. • Successfully led team counterparts in Chicago office for custodian updates,monthly reconciliations,growing from 20 SMAs to 35 accounts within 6 months,meeting all deadlines. • Created daily and weekly performance reports,comparing against respective benchmarks (previously carried out in the Chicago office) across Large Cap/Mid-cap/ Small Cap,Emerging & Developed Markets. • Consolidated reconciliation report processes, reducing input time by 6 minutes per account, including 3 In-House funds. Monthly submission of account level performance data on InvestorForce COLLECT,a web based shared application of clients for custodians,consultants and money managers. • Facilitated the transition of data from Fiserv APL to Advent APX platform in Chicago and was the sole point of contact for APX queries in Bangalore office.Was instrumental in streaming data feed from FactSet onto various performance spreadsheets for evaluating portfolio returns. • Conducted the administration duties for the firm’s largest client ($545MM) for 3 months,achieving performance evaluation review scores of 5/5. Show less
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Religare
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India
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Financial Services
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700 & Above Employee
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Branch Manager
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Apr 2008 - Jun 2009
• Coordinated 3,000 employees across India, with 20 direct reports in equity and commodities trading,portfolio management,IPOs,securities lending and mutual fund activity. • Generated highest life-insurance activity state wide and best performing branch for commodities trading. • Ensured the entire sales team met their acquisition and brokerage targets by going on client calls,punching trades,fielding all client concerns,queries,escalations and development training. • Direct point of contact for all HNIs and UHNIs that included politicians,sportspersons,film actors etc. • Collaborated with HR to facilitate and complete performance reviews.Built and maintained facility vendor relationships including IT and security.Set margin trading limits in ODIN for high volume traders everyday based on market movements and had a 100% non-debit record across all accounts. Show less
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Viteos Fund Services
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United States
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Capital Markets
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100 - 200 Employee
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Executive
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Nov 2007 - Apr 2008
• Facilitated hedge fund administration activities, reconciliations, trade bookings and monitored real time performance in tandem with the Paladyne support team for discrepancy resolution.Assisted fund accounting team in their deliverables via Advent Geneva. • Integral part of the team when the firm was signed up in 2007 to be the face for fund administration services of Credit Suisse clients. • Worked hands on with forwards,swaps and FX, as well as with Bloomberg. • Facilitated hedge fund administration activities, reconciliations, trade bookings and monitored real time performance in tandem with the Paladyne support team for discrepancy resolution.Assisted fund accounting team in their deliverables via Advent Geneva. • Integral part of the team when the firm was signed up in 2007 to be the face for fund administration services of Credit Suisse clients. • Worked hands on with forwards,swaps and FX, as well as with Bloomberg.
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Indiabulls Housing Finance Ltd
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Financial Services
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700 & Above Employee
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Assistant Vice President
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Jun 2004 - Jun 2007
• Administered equity trading,IPO and dematerialization of physical share certificates,resulting in being the #2 equity trader in India with over 3,000 employees. • As AVP,turned the revenue flow from negative to positive in a matter of weeks,doubling volumes. • As Manager,supervised 10-14 direct reports, successfully leading the team to exceed their goals to by 5 times their cost and acquire 8 new clients each on a monthly basis. • Interacted with high net worth clientele as their immediate contact person,reaching a highest brokerage level of 28 times my cost to the company. • Managed compliance and risk at the branch level,hired new Relationship Managers,Traders and Back Office Executives from colleges and trained them in product knowledge and soft skills. • Proactive in cold calling,word of mouth referrals,kiosk set-up,road shows,attending business events,online investor clubs,meeting bankers for setting up appointments with prospective investors. Show less
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Education
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2002 - 2004
St Joseph's Institute of Management
Master’s Degree, Finance and Human Resources -
1999 - 2002
St Josephs College Arts Science
Bachelor’s Degree, Physics
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