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Mudrika Gupta Student, Jaipuria LucknowML
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Mudrika Gupta Student, Jaipuria Lucknow

@mudrikaguptastudentj

I build client relationships and financial insights through consulting, sales, and analytics.

India
Message

What I'm looking for

I'm looking for opportunities where I can combine financial analysis, client relationship management, consulting, and data-driven problem-solving to deliver practical business outcomes.

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

WE

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.

TV

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

JL

Jaipuria Institute of Management, Lucknow

PGDM, Financial Services

2025 -

Grade: 66%

Pursuing PGDM in Financial Services with an expected completion in 2027.

PK

PSIT College of Higher Education, Kanpur

BBA, Business Administration

Grade: 74%

Completed BBA with 74%.

DC

Dr. Virendra Swarup Public School, Cantt

XII, General Studies

Grade: 87%

Completed Class XII with 87%.

LL

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

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