Tarun Khanna

Transactional Sales Processor @ Compass Group

About

I work in business development and client engagement within financial services, supporting investment, equity, portfolio and wealth focused teams.My strength lies in connecting financial analysis with client conversations. I understand investment products, portfolio performance, and market behavior, and I use that knowledge to engage prospects in a clear, relevant, and value driven way. I don't approach outreach as generic selling, I focus on understanding client needs and positioning financial solutions that make sense for them.I have experience supporting equity research, portfolio analysis, and financial reporting, alongside hands on exposure to client communication, lead engagement, and CRM based tracking. This allows me to work comfortably between finance teams and sales or advisory teams, ensuring conversations are informed, accurate, and well timed.I am particularly strong at:1-Turning complex analysis into clear insight2-Balancing return potential with downside risk3-Explaining financial ideas in simple, confident language4-Using CRM systems and structured pipelines to manage leads, follow-ups, and stakeholder conversations 5-Supporting revenue teams with financial logic, credibility, and data accuracy

Country

City

United Kingdom

Industry

Financial Services

Skill

SaaS Sales, Financial Advisory, Customer Relationship Management (CRM), Portfolio Performance Analysis, Financial Crimes Investigations, Risk Assessment, Cash Flow Forecasting, Financial Due Diligence, Credit Risk Analysis, Financial & Scenario Modelling, Anti-Money Laundering, Due Diligence, General Data Protection Regulation (GDPR), Compliance, CRM Databases, Business Intelligence (BI), Cost Planning, Customer Interaction, Microsoft Dynamics, Business Analysis

Experience

Transactional Sales Processor

Compass Group

2024-11 - Present · 1 yr 11 mos

London Area, United Kingdom

1- Delivered a high-quality brand experience by engaging with over 100 customers per shift, clearly communicating product value, offers, and promotions in line with brand standards 2- Developed strong customer interaction skills in a fast-paced environment, strengthening communication, and conversion abilities 3- Flagged and investigated suspicious or irregular transactions, helping prevent internal losses and maintain accurate financial records 4- Handled customer inquiries, objections, and concerns efficiently, contributing to high conversion rates and repeat business 5- Drove up selling and cross selling initiatives, generating approximately £1,500 in incremental daily revenue

Business Development Associate

Ishita and Associates

2021-7 - 2023-8 · 2 yrs 2 mos

Delhi, NCR, India

1- Conducted fundamental and technical analysis on over 20 listed companies, supporting equity selection and investment research that contributed to portfolio performance of approximately 14-15% above benchmark indices 2- Monitored portfolio performance, volatility, and draw downs, helping maintain risk exposure within a 4-6% draw down range during periods of market stress 3- Used CRM tools to manage 50+ investor records, track follow ups, monitor engagement history, and maintain a structured business development pipeline, improving response and follow up efficiency 4- Assisted with client on boarding and relationship management, ensuring accurate financial information and KYC documentation, helping reduce on boarding delays by approximately 20 percent 5- Automated Excel based portfolio and P&L reporting, reducing manual preparation time by around 30 percent and improving the accuracy and timeliness of reports used in advisory and sales discussions 6- Built three statement financial models with scenario and sensitivity analysis, improving visibility on expected returns and downside risk by around 20%, strengthening investment and capital allocation decisions