
Mudrika Gupta Student, Jaipuria Lucknow
@mudrikaguptastudentj
I build client relationships and financial insights through consulting, sales, and analytics.
What I'm looking for
I've managed investment transactions and client relationships for HNI clients at Tradesmart, supporting equity and derivatives execution with accuracy and compliance.
I used Salesforce CRM and consultative selling to upsell premium trading products, deepen wallet share, and streamline onboarding and KYC with cross-functional teams.
At Takshashila Consulting, I analyzed building-material micro-markets in Tableau, scoped a finance TSA for an automotive demerger, and benchmarked Ather Energy against OLA Electric and TVS.
I'm pursuing a PGDM in Financial Services and bring hands-on experience in field sales, financial analysis, client servicing, and finance event coordination.
Experience
Work history, roles, and key accomplishments
Strategy Consulting Intern
Takshashila Consulting
May 2026 - Jun 2026 (1 month)
Analyzed 18 micro-market clusters in the building material sector, mapping project pipeline to quantify demand and pinpoint high-growth corridors. Scoped the finance function Transition Service Agreement for an automotive demerger, defining exit criteria, KPIs, and Day-1 dependencies.
Field Sales Immersion
Wealthbees
Feb 2026 - Feb 2026 (0 months)
Completed a 6-day field sales immersion covering product training, sales pitching, field visits, and digital promotion of mutual fund products. Generated leads through direct field visits and face-to-face interactions, capturing prospect data accurately.
Relationship Manager
Tradesmart
Jan 2022 - Dec 2024 (2 years 11 months)
Managed end-to-end investment transactions for HNI clients across equity and derivatives with accuracy, compliance, and seamless execution. Partnered with cross-functional teams to resolve client escalations and streamline onboarding and KYC, reducing turnaround in client servicing.
Senior Executive – Assisted Sales
Treebo Hospitality Ventures
Jan 2025 - Present (1 year 9 months)
Drove end-to-end hotel bookings via prompt calls, emails, and WhatsApp, delivering seamless client experience and achieving incentive targets. Optimized booking by analyzing demand trends and coordinating closely with internal teams to lift efficiency and customer satisfaction.
Education
Degrees, certifications, and relevant coursework
Jaipuria Institute of Management, Lucknow
PGDM, Financial Services
2025 -
Grade: 66%
Pursuing PGDM in Financial Services with an expected completion in 2027.
PSIT College of Higher Education, Kanpur
BBA, Business Administration
Grade: 74%
Completed BBA with 74%.
Dr. Virendra Swarup Public School, Cantt
XII, General Studies
Grade: 87%
Completed Class XII with 87%.
LinkedIn Learning
Financial Analysis and Modeling Professional Certificate, Financial Analysis
Earned the Financial Analysis and Modeling Professional Certificate.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Interested in hiring Mudrika Gupta?
You can contact Mudrika Gupta and 90k+ other talented remote workers on Himalayas.
Message Mudrika GuptaGet matched with your dream remote job
Sign up now and join over 250,000+ remote workers who receive personalized job alerts, curated job matches, and more for free!
