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VENKATA KRISHNA

@venkatakrishna

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Detail-oriented finance professional with expertise in client servicing.

India

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What I'm looking for

I am seeking a role that allows me to leverage my finance expertise in a collaborative environment, focusing on client success and operational efficiency.

I 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.

Experience

Work history, roles, and key accomplishments

Current

Financial Advisory & Client Management

Current

Angel One

Apr 2021 - Present (4 years 2 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.

Equities Financial Planning KYC Regulatory Compliance Client Relationship Management Data Management

Current

Insurance Advisory & Policy Support

Current

CSC – Common Services Center Scheme

May 2018 - Present (7 years 1 month)

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.

Regulatory Compliance Claims Management Documentation Management Customer Service

Education

Degrees, certifications, and relevant coursework

Andhra University

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.

Christu Jyoti Institute Of Technology & Science

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.

Govt Polytechnic

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.

Vaishnavi High School

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.