Satya Krishna Varma Kandiboyina

Client Onboarding and Transition:

• Created tailored configuration files to customize product modules based on specific client requirements.
• Developed and implemented a semi-automated onboarding process using Excel macros, significantly enhancing efficiency.
• Conducted rigorous testing of customized client dashboards to ensure functionality and eliminate bugs.
• Onboarded clients by training them on the application features and converting their existing checklists or tasks to be compatible with the platform.
• Managed a team to ensure successful transition for large-scale clients onto the app.

Process Automation:

• Designed and executed macro scripts to streamline the creation and saving of custom configuration files, reducing manual effort.

Operational Efficiency:

• Improved operational processes by identifying bottlenecks and implementing solutions.
• Coordinated between the CS and tech teams to prioritize and address client needs promptly.
• Developed and maintained documentation for standard operating procedures, ensuring consistency and quality in service delivery.
• Monitored and analyzed key performance indicators (KPIs) to measure the effectiveness of operations and make data-driven decisions.

Chatbot Automation Project:

• Enhanced the efficiency of the company's chatbot by automating responses to frequently asked client queries.
• Conducted comprehensive analysis of client queries, categorizing them into bugs, knowledge gaps, and process gaps.
• Provided detailed feedback to CS and tech teams, highlighting areas for improvement in onboarding training and product development.
• Reduced the need for manual intervention, leading to faster response times and improved client satisfaction.

Customer Support:

• Addressed client queries regarding product usage, providing tailored suggestions on how to effectively utilize the app for tracking and management purposes.
• Ensured high levels of client satisfaction by offering ongoing support and guidance.

• Assessed accuracy and effectiveness of new and existing data sources and data analysis techniques.
• Interaction with client
• Analyzing Balance sheet
• Corporate Actions
• Mergers and Demergers
• Stock Split and Reverse Stock Split
• Sourcing data from various platforms (CIQ, ICE, EDI)
• Cross-team collaborations
• Managing Ad-hoc requests

• M&A screening & process understanding

• Cross-team collaboration & Strategic rationale

• DCF modelling & Presentation

• Financial Forecasting

• Client communication & reacting to changes

• Perform equity research on auto-ancillary sector in finding value picks and growth picks of undervalued and overvalued companies based on PEG ratio analysis.

• Prepare index and track NAV and returns of timely basis.
• Track portfolio's Performance to auto-ancillary Industry and Nifty 50 (Stock Market Indices).