Tarun Jangde
Chartered Wealth Manager
- Role
- Senior Representative at BNY
- Location
- Pune, IN
- LinkedIn followers
- 500 followers
About Tarun Jangde
7 years of experience as Senior representative in Investment banking operations and Custodian banking, Reconciliation, Back office, Equity, Fixed income and Mutual funds. Financial Analyst in advanced skill and track record of identifying breaks and resolving them. Self Motivated, ambitious, detail oriented, and well versed in balancing priorities and meeting deadlines under pressure. Proficient at building strong working relationship with wide range of coworkers and clients. Adapts quickly to challenges and changing environment. Skills - 1. Investment Banking Operation 2. Analytical problem solving 3. Trade Settlement and Trade Processing 4. MIS office 4. Good Communication and interpersonal skills 5. Very reliable, self motivated 6. A team player who enjoys working with others 7. Successful at multi tasking and meeting tight deadlines 8. Good knowledge of Transfer Agency and Fund Accounting 9. Knowledge of Indian Share Market, Fundamental Analysis and Technical Analysis 10. Financial Analysis - Expertise in analyzing financial statements, assess investment opportunities, and conduct risk assessments 11. Portfolio Management - Experience in constructing and managing investment portfolios, diversifying assets, and monitoring performance 12. Client Relationship Management - Demonstrated my ability to build and maintain strong relationships with clients, understanding their needs, and providing personalized financial solutions
Experience
Senior Representative
Dec 2022 — Present · Pune, IN
Education
St. Aloysius
Ssc, 10th
2000 — 2009
American Academy of Financial Management
Chartered Wealth Manager, Wealth Management
2022 — 2023
Maharshi Vidya Mandir
HSC, COMMERCE
2011 — 2014
Savitribai Phule Pune University
Post graduate diploma in banking and finance, Accounting and Finance
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.