Shriddha Nadkarni

About Shriddha Nadkarni

Financial professional with 20+ years of experience in Global Fund Administration business and Operations, recently transitioned to Business side of Wealth Management. Proven leader with a passion for delivering top-notch client solutions, optimizing operational efficiency, and fostering professional development within teams. Committed to driving excellence through strategic process improvements, strong client relationships, and industry expertise.

Experience

1. Director

   Morgan Stanley

   Nov 2025 — Present · Mumbai, IN

   Product Sales Enablement | Morgan Stanley Wealth ManagementStrategic Advisory Support: Partner with the sales team to empower Financial Advisors in the delivery and implementation of diverse investment solutions, including Alternative Investments, Annuities, and Insurance.Business Development & Adoption: Collaborate with business leaders to identify tactical growth opportunities, driving product adoption and improving client outcomes through strategic distribution.Portfolio Analysis: Conduct initial stages of comprehensive book reviews, evaluating existing investment structures to identify gaps and alignment with client goals.Data & Reporting: Manage specialized reporting requests, delivering data-driven insights to help leadership and advisors make informed strategic decisions.Operational Excellence: Leverage CRM systems to track process execution and identify opportunities to scale operations and improve workflow efficiency.Knowledge Management: Maintain and curate internal sales platforms and webpages, ensuring Financial Advisors have immediate access to time-sensitive resources and marketing collateral.Leadership & Training: Facilitate the onboarding and upskilling of incoming team members, ensuring a high standard of product knowledge and technical proficiency across the group.