Rishabh Gupta
Associate Consultant | Ex - Federal Bank | Aspiring Finance Professional | Valuation & Financial Analysis | PGDM Finance IMT Nagpur | BCOM University Of Delhi
- Role
- Associate Consultant at Policybazaar.com
- Location
- Gwalior, MP, IN
- LinkedIn followers
- 500 followers
About Rishabh Gupta
I’m an aspiring finance professional with hands-on experience across valuation, financial analysis, and end-to-end accounting processes. Through my academic projects and internship work, I’ve developed strong analytical thinking, attention to detail, and a problem-solving mindset. I’m passionate about corporate finance, valuation, and analytics.
Experience
Associate Consultant
Jan 2026 — Present · Gurugram, IN
Analyzed client profiles, financial needs, and risk appetite to recommend appropriate investment plans.• Evaluated policy features, returns, and cost structures to compare products and support optimal client recommendations.• Managed the complete client lifecycle, including lead tracking, follow-ups, query resolution, documentation support, and policy execution.• Maintained accurate CRM records and ensured adherence to internal policies and regulatory compliance standards.
Education
Delhi University
Bachelor of Commerce
Institute of Management Technology, Nagpur
Pgdm finance
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