Tanisha Gupta — Operations Associate
I am an MBA (Finance) graduate from IIM Nagpur with a strong foundation in finance, wealth management, portfolio management, relationship management and growth-driven marketing, backed by hands-on experience across banking, investment advisory, and digital strategy. Currently working as a Manager at ICICI Bank, I have experience with the Private Banking and MNC Groups, managing UHNI client relationships and portfolios totaling ₹68 Cr. My role involves structuring and recommending investment solutions across equity, debt, alternative investments, structured products, private equity, and real estate, while delivering bespoke advisory on portfolio diversification, risk management, wealth preservation, and succession planning and other financial products. Previously, I interned with D.E. Shaw & Co. in the FinRes department, where I worked on a research project on Green Finance in the UK under the Infinity Program, strengthening my analytical and reporting skills. As a Sales & Marketing Intern at Katalyst India, I led data-driven digital initiatives that increased social media reach by 639%, engagement by 258%, and achieved a 52% lead conversion rate, outperforming competitors on LinkedIn engagement. My skill set includes financial analysis, portfolio concepts, market research, digital marketing, Excel, Power BI, SQL, Python, along with strong presentation and client relationship management capabilities. I am passionate about wealth advisory, investment strategy, financial markets, and data-backed decision-making, and I thrive in fast-paced, high-impact environments where strategy meets execution
Stackforce AI infers this person is a Fintech professional with expertise in wealth management and digital marketing.
Location: Bengaluru, Karnataka, India
Experience: 4 yrs 11 mos
Skills
- Client Relationship Management
- Portfolio Management
- Digital Marketing
- Content Strategy
Career Highlights
- Managed UHNI client portfolios totaling ₹68 Cr.
- Led digital initiatives increasing engagement by over 250%.
- Conducted research on Green Finance in the UK.
Work Experience
ICICI Bank
Manager- PBG- Multi-National Corporate Group (5 mos)
Manager- Private Banking Group (5 mos)
Siren Studios
Founder (1 yr 3 mos)
METAMIND ACADEMY
Research Intern (3 mos)
Katalyst India
Marketing and Communications Intern (1 mo)
Indo-Japan Research Centre IIM Nagpur
Executive Committee Member (1 yr 5 mos)
Swaviskaar- The Arts SIG of IIM Nagpur
Senior Executive Member (1 yr 7 mos)
Dilip Buildcon Ltd.
Management Consulting Intern (2 mos)
PSV Energy systems & services llp
Sales And Marketing Intern (2 mos)
VIT Dramatics Club
Creative Director (7 mos)
Core Committee Member (5 mos)
Member (2 yrs 5 mos)
The D. E. Shaw Group
Financial Research Intern (1 mo)
District 120 Toastmasters (Tamilnadu, India)
Secretary (5 mos)
Member (1 yr 6 mos)
Amvoltz Industries
Management Consulting Intern (2 mos)
Grow90
Market Research Intern (1 mo)
Unschool
Sales And Marketing Intern (0 mo)
Education
Master of Business Administration - MBA at Indian Institute of Management Nagpur
at Vellore Institute of Technology
11th 12th at Jusco School Kadma
