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Work experience

Jul 2012Oct 2013


Relationship Manager Wealth Management
  • Responsible for building long-term relationship with HNI customers by providing customized services and Wealth Management Advice.
  • In charge of cross selling financial products and acted as an adviser to clients in regards to their future investments.
  • Managed existing portfolios and was responsible for 30% growth in wealth client base.
  • Deepen Relationships with existing clients for increasing Book size
  • One-point contact of the company for Mid Tire Millionaire (MTM) customers.
  • Continuous monitoring of the portfolios and Keeping the clients abreast with the developments in the financial markets.
Sep 2011Nov 2011

Lotus chocolate limited - India

  • Involved in the planning process used to determine whether an organization's long term investments are worth the funding of cash through the firm's capitalization structure.
  • The Project was based on capital Budgeting and its techniques to decide whether or not funds should be invested into building a new factory.
  • It helped in analyzing the proposals for expansion or creating additional capacities relating to capital investments and helped in choosing the best out of many alternative proposals


Sep 2014Aug 2015

Strategic Relationship Marketing

George Brown college - Toronto
  • Combines marketing acumen with analytics and turn insights into leading strategic marketing communication campaigns.
  • Involves capturing and harnessing vast amounts of information to provide insights about how to market to different customers with targeted one-to-one communications.
Sep 2010Oct 2012


Osmania University - India
  • Major in Finance and Minor in marketing 
  • Project on Capital Budgeting and its techniques 
  • Campus placed in the 3rd semester with ING Vysya Bank - 7th Largest Bank in India with assets over US $9.1 Billion
Jun 2007May 2010

Bachelors in commerce (Honors)

Osmania University - India
  • Project work on Marketing strategies of Coca-cola and Pepsi 
  • Distinction in Corporate Accounting and Cost Management Accounting


Social Networking
Twitter Handle (@Ujjwal_krishna) - Ranked 3,946th in the world by followers. Ranked 203rd in the world by following (Source -
Website Promotion/Building
Developed low costing websites using blogger interface. Part of Google authorized publishers( Adsense system). Created 3 websites with close to a million hits.
Social Media Analytics
Worked closely on Twitter analytics, Google Analytics, Hootsuit and Blogger analytics
Customer Service oriented
Can attentively listen to customer needs and address them with positive language. Goal oriented focus with highest priority to customer experience to build a strong relationship for long term.


Aug 2012Aug 2015

Mutual Fund Distributors Certificate Examination

National institute of securities markets India
Aug 2012Aug 2015

IRDA Certified - Insurance Distributor and adviser .

Insurance regulatory and development authority of India.

Personal Information

  • Other Languages (speak/write) - Telugu , Hindi
  • Interest - Writing, Reading, Social Networking, Gaming