Karthiki Gumpalli
Senior Content Specialist
Hyderabad
Summary
Dynamic finance and client support professional with over 10 years of experience in capital markets, mutual funds, and the BFSI sector. Expertise in client relationship management, financial advisory, technical support, and content strategy. Recognized for delivering high-quality client solutions while effectively managing stakeholder relationships and driving operational efficiency in fast-paced global environments. Committed to leveraging analytical skills and industry knowledge to enhance client satisfaction and contribute to organizational success.
Overview
11
11
years of professional experience
4
4
Certifications
Work History
Senior Content Specialist 2
Intercontinental Exchange (ICE)
07.2021 - Current
- Manage high-level team escalations and case reviews ensuring timely resolution of client issues.
- Prepare monthly production reports and dashboards using Tableau and PowerPoint.
- Lead knowledge base development for desktop products including technical documentation and articles.
- Develop content strategies aligned with business goals and identify content gaps.
- Host weekly cross-functional meetings with Product, Development, QA, and Operations teams.
- Serve as primary point of contact for Sales and Client Support teams on critical issues.
- Managed Jira reporting across ICE Connect, Market Q, Connect Cflex, Chat and SQL platforms.
- Delivered global client support for time-sensitive financial data platforms and technical troubleshooting.
- Maintained documentation for workflows, policies, and operational procedures.
- Key Achievements
- Promoted to Senior Content Specialist 2 – January 2026
- Promoted to Senior Content Specialist 1 – January 2025
- Promoted to Client Support Specialist 2 – March 2024
- Promoted to Client Support Specialist 1 – January 2023
- Employee of the Quarter – Q1 2023
Relationship Manager
Franklin Templeton International Services
05.2019 - 11.2020
- Managed HNI client portfolios with AUM between INR 200–300 Crore.
- Handled 400+ direct investors with investments ranging from INR 50L to INR 5Cr.
- Provided financial planning and investment advisory aligned with client goals.
- Performed AML and KYC due diligence reviews for regulatory compliance.
- Identified cross-selling and upselling opportunities to grow portfolios.
Mutual Fund Advisor
FundsIndia – Wealth India Financial Services Pvt Ltd
10.2018 - 02.2019
- Provided mutual fund advisory services for a network of 17,000 passive investors.
- Developed investment portfolios and financial plans.
- Performed KYC verification and compliance checks.
- Worked with research teams to evaluate risk-return trade-offs.
Assistant Manager
Kotak Mahindra Bank / ING Vysya Bank
01.2015 - 02.2018
- Managed branch banking operations and customer service activities.
- Performed enhanced KYC and due diligence reviews.
- Handled banking transactions including cash, cheque, forex, and investments.
- Generated new business opportunities and cross-selling leads.
- Awards & Recognition
- Quarter Performer – FY2016-17 (Q3 & Q4)
- MASTER Score Achievement – 96%
- Platinum Level Certificate – ING Vysya Bank
Education
Post Graduate Diploma - Banking
IFBI
Mangalore01-2014
Bachelor of Commerce - Taxation
Krishna University
01-2014
Skills
- Client engagement strategies
- Investment strategy development
- Financial Planning & Portfolio Advisory
- Technical Client Support-XML/API/Python/SDK C java/Eclipse
- Content Strategy & Knowledge Base Management
- Project coordination through Mondaycom and Confluence
- AML / KYC Compliance
- Proficient in escalation processes
- Data visualization using Tableau and Power BI
- Collaborative project engagement
- Jira issue tracking
Certification
PMP – Project Management Professional (Currently Pursuing)
Timeline
Senior Content Specialist 2
Intercontinental Exchange (ICE)
07.2021 - Current
Relationship Manager
Franklin Templeton International Services
05.2019 - 11.2020
Mutual Fund Advisor
FundsIndia – Wealth India Financial Services Pvt Ltd
10.2018 - 02.2019
Assistant Manager
Kotak Mahindra Bank / ING Vysya Bank
01.2015 - 02.2018
Bachelor of Commerce - Taxation
Krishna University
Post Graduate Diploma - Banking
IFBI