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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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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