Jaya Lakshmi kannappareddy

Customer Service Executive (Financial & Client Operations)

Hyderabad, IndiaFinancial Services
2roles
21skills
5education
5credentials

About

Analytical and business-focused professional with a PGDM (Marketing) and BBA (Finance). Skilled in financial reporting, corporate compliance, and market research with a strong command of profitability metrics (ROI, CAC, LTV). Experienced in utilizing MS Excel to translate complex customer and market data into actionable commercial strategies.

Experience

Customer Service Executive (Financial & Client Operations)

ICICI Securities Ltd.

Aug 2025 – Present · Hyderabad, India

Managed end-to-end KYC verification for individual and corporate accounts, ensuring 100% regulatory compliance. Collaborated with Relationship Managers and operations teams to streamline onboarding, reducing setup turnaround times by 15%. Handled 40+ financial and asset queries daily with a 96% first-contact resolution rate, delivering monthly portfolio trend reports to regional managers.

Market Research Intern (Marketing & Strategy)

Zaravya Informatics Pvt. Ltd.

Jun 2024 – Jul 2024 · Hyderabad, India

Surveyed 30+ hospitality enterprises in high-growth commercial zones to evaluate billing software and competitor business setups. Analyzed Online Travel Agency (OTA) integrations, commission structures, and digital adoption trends to compile strategy reports on customer acquisition costs and profit margins.

Education

Siva Sivani Institute of Management

PGDM, Marketing & HR

Class of 2025

CGPA: 7.6/10

Holy Mary Degree College

BBA, Finance

Class of 2023

CGPA: 8.60/10

Sri Chaitanya Junior College

Intermediate (MEC)

Class of 2020

Score: 93%

Gowtham Model School

SSC

Class of 2018

CGPA: 8.7/10

Sri Chaitanya Junior College

Intermediate, MEC

Class of 2020

Score: 93%

Skills

Finance & AnalyticsBudgeting SupportCampaign ROI AnalysisMargin OptimizationCAC/LTV TrackingFinancial ModelingMarket IntelligenceMarket ResearchCompetitor AnalysisConsumer Behavior ModelingData SegmentationOperations & ComplianceCross-Functional CollaborationClient OnboardingCorporate KYCClient Relationship ManagementAdvanced MS ExcelPowerPointTableau/Power BIProblem-SolvingPresentation

Projects

Consumer Behavior & Profitability in Online Travel Agencies (OTAs)

Modeled consumer preference data against demographic parameters to track customer lifetime value (LTV) and brand loyalty, aiming to mitigate high customer acquisition costs (CAC). Formulated optimized marketing allocation models showing potential to improve campaign ROI by 12% and reduce overall CAC.