Madhur Gupta
@madhurgupta3
I manage HNW portfolios and apply financial analysis, risk assessment, and compliance expertise to client advisory.
IndiaWhat I'm looking for
At HDFC Bank, I manage High Net Worth client portfolios and support AUM growth through personalized financial advisory.
I conduct financial health checks, assess risk profiles, recommend investment, insurance, and banking solutions, and coordinate high-value transactions and credit approvals with full regulatory compliance.
Previously, I supported HNW client acquisition and analyzed financial statements for premium banking suitability. I also completed tax, audit, capital gains, and compliance work at Dharm C Jain & Associates.
My background combines finance, financial modelling, risk management, taxation, data forecasting, and digital marketing. I'm looking to bring this analytical foundation to a core financial analysis or risk-based role.
Experience
Work history, roles, and key accomplishments
Relationship Manager
HDFC Bank
Sep 2025 - Jul 2026 (10 months)
Managed a portfolio of High Net Worth clients, growing AUM to 90 Crore through personalized financial advisory. Conducted financial health checks, liaised with cross-functional teams, and ensured compliance with banking regulations.
Executive Trainee
HDFC Bank
May 2025 - Jul 2025 (2 months)
Assisted in acquiring new-to-bank HNW individuals through targeted outreach. Analyzed financial statements to assess risk profiles and resolved service bottlenecks for priority clients.
Intern
Dharm C Jain & Associates
Apr 2024 - Sep 2024 (5 months)
Calculated capital gains and adjustments using Compu Office Software with risk assessment. Filed TDS, GSTR, and income tax returns, and conducted concurrent bank audits using MS Excel and Tally ERP.
Intern
Kirativity Media Co.
Sep 2023 - Mar 2024 (6 months)
Developed organic growth strategies and content scripts for solopreneurs. Designed DM funnels and lead generation hooks, tracked performance metrics, and managed Instagram content calendars.
Education
Degrees, certifications, and relevant coursework
ITM Business School
Post Graduate Diploma in Management, Finance
Post Graduate Diploma in Management with a specialization in Finance, completed in June 2025.
University of Kota
Bachelor in Commerce, Commerce
Bachelor in Commerce degree from the University of Kota, completed in April 2022.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Social media
Job categories
Skills
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