Krithika Babu

Improved the accuracy of fund performance reporting by performing SQL-based reconciliation,
structured data validation, and quality assurance across financial datasets.
Reduced reporting discrepancies by developing reusable SQL queries that automated validation,
exception identification, and reconciliation workflows.
Built Power BI dashboards that enabled stakeholders to monitor fund performance, reporting exceptions,
operational KPIs, and emerging financial trends.
Performed investment data analysis and financial performance reviews to identify anomalies and support
informed business decisions.
Collaborated with compliance, operations, and business teams to investigate data quality issues and
implement effective resolution strategies.
Documented financial reporting methodologies, validation rules, reconciliation procedures, and quality
controls to support audit readiness and regulatory compliance.

Managed investment portfolios totaling ₹88 Cr by analysing market trends, client objectives, and risk
profiles to recommend suitable investment strategies.
Improved portfolio decision-making by conducting financial performance analysis across equities,
mutual funds, bonds, PMS, AIFs, and unlisted securities.
Reduced trade processing errors through structured validation workflows and collaboration with
operations and compliance teams.
Conducted investment research, competitor analysis, and market trend assessments to identify growth
opportunities and strengthen portfolio performance.
Produced financial reports and portfolio performance summaries that supported informed investment
discussions with high-net-worth clients.

Increased qualified business opportunities through customer analytics, market research, and CRM-based
performance reporting.
Built KPI dashboards that measured customer behaviour, operational performance, and service trends,
enabling data-driven strategic improvements.
Identified customer preferences through structured market analysis, contributing to improved sales
effectiveness and stronger customer engagement.