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VK@venkatakrishna
Detail-oriented finance professional with expertise in client servicing.
IndiaI am a detail-oriented finance professional with a strong background in client servicing and insurance support. Currently, I manage a portfolio of over 400 clients at Angel One, where I provide investment advice on equities, mutual funds, and insurance products. My role involves conducting risk profiling and goal-based financial planning, ensuring compliance with regulatory norms, and maintaining accurate client data. I pride myself on building long-term relationships with clients through trust and consistent service delivery.
In addition to my current role, I have experience in educating rural clients about insurance policies and claims processes through the CSC scheme. I am a Certified Rural Authorised Person, which allows me to deliver essential insurance services effectively. My educational background includes an MBA in Finance and a B.Tech in Computer Science, equipping me with a unique blend of financial acumen and technical skills.
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Work history, roles, and key accomplishments
Angel One
Apr 2021 - Present (4 years 7 months)
Onboarded and managed a portfolio of 400+ clients, providing investment advice on equities, mutual funds, and insurance products. Conducted risk profiling, goal-based financial planning, and KYC documentation, ensuring compliance with regulatory norms. Maintained accurate client data in digital systems and coordinated with back-office teams for timely execution and issue resolution.
CSC – Common Services Center Scheme
May 2018 - Present (7 years 6 months)
Educated rural clients on policy options, premium structures, and claims processes, acting as a Certified Rural Authorised Person (RAP). Processed applications, renewals, and endorsements while ensuring regulatory compliance. Coordinated with insurance carriers to manage documentation and resolve client issues efficiently.
Degrees, certifications, and relevant coursework
MBA, Finance
Pursuing a Master of Business Administration with a specialization in Finance through distance learning. This program is enhancing my understanding of financial markets, corporate finance, and investment strategies.
B.Tech, Computer Science & Engineering
Grade: 6.65/10
Completed a Bachelor of Technology in Computer Science & Engineering. The curriculum provided a strong foundation in computer science principles and engineering applications.
Diploma, Computer Science & Engineering
Grade: 65.51
Obtained a Diploma in Computer Science & Engineering. This program focused on practical aspects and foundational knowledge in computer science.
Secondary (X), General Studies
Grade: 9.30/10
Completed Secondary education under the State Board of Secondary Education, Telangana. Achieved a strong academic performance in the final examinations.
IndiaYou can contact VENKATA and 90k+ other talented remote workers on Himalayas.
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