Shrinidhi Krishnan
Don Mills,ON
Summary
I am a ambitious, career-focused job seeker, looking to obtain an entry-level Data Analyst position to help launch career while achieving company goals. I am a highly-motivated employee with desire to take on new challenges with strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quick at mastering new skills.
Overview
8
8
years of professional experience
Work History
Manager - Client Servicing
Validus Wealth Pvt Ltd
Mumbai , Maharashtra
06.2020 - 12.2021
- Being responsible for prospecting new businesses as well as maintaining of strong business relationships with existing clients and business partners. He/She
- Develop product notes and portfolio summary and conducts business reviews with clients.
- Coordinating with various departments for new product, program or service implementation and ensures that the implementation is carried out for clients.
- Handling complaints escalated from team and engaging directly with clients on any issues they may have.
- Being responsible to ensure that excellent services are provided to clients.
Manager Client Services
Amtiger Consultants Pvt Ltd
Mumbai , Maharashtra
06.2019 - 02.2020
- Looking at the all the service related aspect of the clients for all the products.
- Streamlining the account opening process (along with the Operations team) across products like
PMS, equity - Mutual Fund Aspect -
o Establishing the Mutual Fund base for the company in terms of software as well as
coordinating with Mutual Fund houses and RT agents
o Looking at all operational activities for Mutual Funds
o Making Advisory presentations and portfolio advisory presentations
o Making Client focused presentation and engaging with clients
Research Associate & Client Servicing
Way2wealth Brokers Ltd
Mumbai , Maharashtra
07.2013 - 06.2019
- Outlined key research in documents, spreadsheets and reports.
- Identified and resolved data issues to drive accuracy and integrity.
- Gathered market research data and generated reports.
- Analyzed qualitative and quantitative data using data analysis tools to identify and validate research conclusions.
- Adapted general research methodologies to meet project-specific requirements.
- Supported other researchers in study- and project-related activities.
- Communicated findings to clients using multimedia, narrative writing and presentation skills to tell informative and compelling stories.
- Managed shifting priorities as client needs changed and research outcomes emerged.
- Projects headed and handled:
1. Monthly review on equity & debt market and macro-economic indicators. Preparation of category wise report which includes recommended funds for each category , market
cap analysis and quartile ranking process
2. Portfolio restructuring and constructing- Mutual funds restructuring and providing recommendations for best allocation of the funds to the clients
3. Knowledge series- Weekly reports consisting snippets on market/ mutual basis.
4. Monthly recommendations of the Equity & Debt mutual funds in the current financial market.
Education
MBA - Finance
Mumbai Education Trust
Mumbai, Maharashtra, India04.2013
Bachelor of Commerce - Financial Markets
Swami Vivekananda College of Arts, Science And Com
Mumbai, Maharashtra, India04.2011
High School Diploma -
D.A.V. Public School, Airoli
Mumbai, Maharashtra, India05.2007
Google Data Analytics Professional Certificate - Data Analysis
Google
OnlineSkills
- Data Analysis
- Analytical Thinking and Problem Solving
- Intermediary SQL Knowledge
- Intermediary R Knowledge
- Intermediary Python Knowledge
- Intermediary Tableau Knowledge
- MS Office
- Managing Operations and Efficiency
- Performance Evaluations
- Administration and Reporting
- Teamwork and Collaboration
- Project Management
- Good Communication and Interpersonal Skills
Timeline
Manager - Client Servicing
Validus Wealth Pvt Ltd
06.2020 - 12.2021
Manager Client Services
Amtiger Consultants Pvt Ltd
06.2019 - 02.2020
Research Associate & Client Servicing
Way2wealth Brokers Ltd
07.2013 - 06.2019
MBA - Finance
Mumbai Education Trust
Bachelor of Commerce - Financial Markets
Swami Vivekananda College of Arts, Science And Com
High School Diploma -
D.A.V. Public School, Airoli
Google Data Analytics Professional Certificate - Data Analysis
Google
Languages
English
Full Professional
Hindi
Full Professional
Tamil
Professional
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