Verified recordFinancial Services

Roopu Krishna

Client Services Advisor at Jjcfintech

Based in London, United Kingdom

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Seniority

Staff

Department

Customer/Client Service

Location

London

Industry

Financial Services

Company size

20

Contact information

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Email

1 credit

r•••••••@jjcfintech.com

Phone

5 credits

+44 ••• •••• ••••

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Background

About Roopu Krishna

A visionary and progressive leader with a verifiable record of success in the investment banking sector. My expertise lies in client lifecycle management, client service and success, CLM/KYC managed services, CRM, key account management, business consulting, and investment banking. INTERNATIONAL EXPERIENCE - Worked in the London office for 2 months as a key member to transition KYC team function to Bengaluru, 2010 – 2011 - Worked in the Singapore office for 4 months to provide support to the local team to run hybrid functions, including onboarding as well as business representative, year SUCCESS STRATEGY With over 12 years of industry experience, I have been instrumental in driving the growth and success of the teams/ functions. Specialising in F2B client onboarding, accounts management, trade settlements, compliance, and risk control frameworks, I consistently add value. My expertise spans overseeing all aspects of KYC management, from end-to-end client onboarding processes to implementing policies, conducting due diligence, and risk mitigation. STEADY TRACK-RECORD As a service escalation focal point, I consistently deliver excellent experiences. As a trusted consultant to senior leadership, I offer exceptional advice, empowering organisations to achieve robust business continuity and financial growth. I navigate complex projects from start to finish, ensuring compliance with standards and client expectations. I drive resource allocation and financial goal attainment by streamlining processes, resolving issues, and leading bold initiatives. In London, I played a key role in transitioning the KYC team & functions to Bengaluru over two months. Following this, I spent four months in Singapore, providing essential support to the local team and overseeing hybrid functions, including onboarding and serving as a business representative.

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