Tarun Chandrabatla
Advisor, client solutions at FactSet
- Role
- Advisor Client Solutions at FactSet
- Location
- Hyderabad, IN
- LinkedIn followers
- 500 followers
About Tarun Chandrabatla
Finance professional with hands-on experience supporting top global clients at FactSet…
Experience
Advisor Client Solutions
Feb 2023 — Present · Hyderabad, IN
Serving as a client-facing Advisor at FactSet, providing comprehensive support and solutions to global financial professionals across a range of FactSet’s proprietary applications and databases.Key Responsibilities:Deliver expert-level guidance on FactSet’s suite of financial applications including Portfolio Analysis, Equity Screening, Fixed Income, Company & Industry Analysis, and Market Monitoring tools.Act as the primary point of contact for a diverse client base including asset managers, investment bankers, wealth advisors, and corporate finance professionals.Resolve complex client queries involving financial datasets, custom reports, Excel modeling integrations (FactSet formulas, templates), and workstation customization.Collaborate with internal teams to ensure timely and efficient issue resolution, while maintaining high standards of client satisfaction and SLA adherence.Conduct onboarding and training sessions to familiarize new users with platform capabilities, promoting product adoption and workflow optimization.Provide support for data validation, real-time financial market information, and integration of FactSet tools with platforms like Excel, Outlook, and PowerPoint.Assist clients with watchlist monitoring, earnings updates, event calendars, and custom alerts for efficient market tracking.Engage in ongoing communication to identify client needs, upsell features, and act as a bridge between user feedback and product development.Tools & Platforms: FactSet Workstation, FactSet Excel Add-In, FactSet Web, Outlook, Microsoft Office Suite.
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