Shrinidhi Krishnan

Aspiring Data Analyst with a Master of Business Administration in Finance degree and 5+ years of management and research experience, competent at interpreting, analyzing, and quantifying data, developing data collection systems and optimizing statistical efficiency. Adept at improving data collection processes, quantitative information management, quality assurance provision, and reports development and analysis. Skilled at database infrastructure management, identifying, and interpreting trends, and facilitating end-users on new reports and dashboards.

Skill-Development Dec’21 – Present 

• Gained practical experience by completing Data Analytics & Visualization Virtual Experience, online internship opportunity provided by Forage in partnership with Accenture. 
• Pursued 6 months technical skill development certification in Data Science & Machine Learning from IIT- Delhi, India, 
• Pursued Certification in Data Analytics from Google imbibing Data Analytics, Data Cleaning, Data warehousing, data visualization, etc skills. 
• Upskilled in SQL, Python & PowerBI by completing certification from LinkedIn Learning & Great Learnings respectively.
• Worked on Personal Portfolio to showcase Data Analytics Skills.

• Analyzed customer service metrics and identified customer pain points to facilitate improved customer service campaign implementations, increased customer success ratio and retention by 50% annually. 
• Developed product analysis report on more than +50 recommended equity & +30 mutual funds 
• Co-created model portfolio and tracked client portfolio against it, triggering a review if the portfolio deviated more and 15% from the model portfolio. 
• Performed detailed analysis on more than 30+ products to ensure good investment products are being offered to the client.
• Worked with the technology team to develop client facing dashboard. 
• Ensured that excellent services are provided to clients by making sure client requests are handled on priority basis, thereby by achieving positive review/feedback from more than 80% of the clients.

• Made Advisory presentations and portfolio advisory presentations for 3 sales team and +30 clients.
• Made Client focused presentation and engaged with clients for all their servicing needs like monthly, daily, quarterly reports, P&L reports, profit analysis. This exercise helped in improving the customer retention by ~50%.
• Established the Mutual Fund base for the company by implementing Morningstar software and client management software.
• Developed relationships with stakeholders to maximize performance resulting in customer satisfaction.
• Assessed monthly reports to review +30 client activities and identify areas for improvement.

• Analyzed qualitative and quantitative data using data analysis tools to identify and validate research conclusions.
• 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.
• Made 2 monthly review on equity & debt market and macro-economic indicators which included preparation of mutual fund category wise review & recommendation report.
• Analyzed +20 client portfolio and made presentations & detailed report showcasing health of the current portfolio and made recommendations.
• Co-headed 'Knowledge series' project for the company and published +50 reports, which was targeted at improving the financial knowledge of the employees as well as to familiarize them with complicated or new financial products/concepts.
• Co-headed 1 Daily & 3 Weekly reports consisting snippets on domestic & international economy, financial markets, currency market etc.

• SQL: Data Reporting and Analysis, LinkedIn Learning, – Aug’23
• Data Visualization with Power BI - Microsoft Power BI, Great Learning, - Aug' 23 
• Data Analytics & Visualization Virtual Experience, Data Analytics, Forage, - Jul’23
• Master of Business Administration (MBA) in Finance, MET College, Mumbai, India - Apr'13