Krishna Narshana
@krishnanarshana
I improve fintech client experiences and product workflows for wealth-management platforms.
IndiaWhat I'm looking for
At Morningstar, I work on Wealthcraft, a platform used by leading fintech firms across the UK and Dubai, collaborating with business and technology teams to improve workflows and client satisfaction.
I've managed client onboarding, subscriptions, payments, financial-product guidance, and stakeholder relationships, while using Salesforce, Jira, and Cloud Jira to track enhancements. I also trained junior colleagues, supported onboarding content, and helped drive sales growth contributing to a $100K profit increase in 2024.
Experience
Work history, roles, and key accomplishments
Working on Wealthcraft, a product used by top fintech firms across the UK and Dubai. Interacting with management-level stakeholders and collaborating cross-functionally to enhance client satisfaction and drive efficiency.
Managed customer service inquiries, assessed client needs, and built sustainable relationships. Provided strategic financial advice, handled subscriptions and onboarding, and supported training and sales growth.
Financial Advisor (CSR)
CSR
Aug 2021 - Apr 2023 (1 year 8 months)
Advised clients on investment strategies focusing on mutual funds and other financial instruments. Maintained accurate records and coordinated communication with mutual fund agents and clients.
Education
Degrees, certifications, and relevant coursework
Imarticus Learning
Certification, Investment Banking Operations
2022 - 2023
Grade: A
Certified Investment Banking Operations program with a grade of A.
Nagindas Khandwala College
Bachelor of Commerce, Accounting
2019 - 2022
Grade: 8.86/10
Bachelor of Commerce in Accounting with a CGPA of 8.86/10.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
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