Tanveer Kaur

- Expertly traded Asian equities on Bloomberg, by borrowing from brokers and lending to multiple hedge fund clients and internal desks, while analyzing vast amounts of financial data through extensive use of the platform, with focus on filling client demand for cash and swap short-side positioning, and providing extensive trade support to the Equity traders in Hong Kong
- As part of regular intensive trainings in Hong Kong, developed many Excel-based financial models with traders, so as to optimize the borrow and lending rates, far exceeding target revenues for the team
- Efficiently utilized stock inventory turnover during dividend seasons of Korea and Taiwan, resulting in minimizing client impact from stock recalls, whilst achieving maximum spreads in dividend payout for the desk
- Delivered high-quality research material to premier hedge fund clients, with full news coverage of the Stock Borrow Lending market, including detailed equity research, fundamentals and technicals, aiming to push demand for short selling, to acquire new and retain existing clients

- Key point of contact for a portfolio of notable Hedge Fund clients, delivering solutions from A-Z such as client on-boarding, trade execution and settlement, client data maintenance, and daily P&L tracking of integral client portfolios
- Handled all relevant client documentation including KYC
- Regularly initiated one-on-one client meetings to improve client relationships
- Effectively addressed all queries and complaints in a timely manner, by liaising internally to gather information, investigate and resolve issues, reduce/remove errors and suggest on fixing/bettering internal processes to reduce client impact

- Handled all financial processes related to media campaigns, including managing receivables and payables
- Achieved significant reduction in payment settlement timelines by streamlining various processes, resulting in positive stakeholder feedback and management recognition

- Revamped the entire accounting procedure to facilitate the much needed transition from manual to online book-keeping, bringing in time and cost efficiencies while managing financial statements, cash books and stakeholder reporting

- Successfully managed to introduce and SELL through the telephone, a newly launched Blackberry corporate server, far exceeding daily sales targets and eventually coming out with an offer for a permanent position with the firm’s Marketing division

- Responsible for selling various insurance products to various corporate and consumer clients of the bank

- Initiated SALES for a variety of accounting software targeting SMEs, by engaging customer interest over telephone and subsequently turning leads into booking appointments for visual demonstrations, improving product sales numbers