Rishabh Raghuvanshi

MBA (Finance) professional with experience in banking, home loan operations, and financial analysis.

Former Management

Trainee at HDFC Bank (Home Loan Department) with exposure to loan processing, credit assessment, documentation, and customer servicing. Skilled in MS Excel, financial data management, mutual fund analysis, and client coordination. Strong analytical, communication, and leadership abilities.

Management Trainee - HDFC SALES

(2025-01 - 2025-02)

Worked as a Management Trainee in HDFC Bank's Home Loan Department, gaining hands-on experience in end-to-end loan processing, customer documentation, and preliminary credit assessment. Actively coordinated with credit and operations teams to support timely loan approvals while ensuring compliance with banking policies.

Finance Intern - RPD Financial Solution

(2023-08 - 2023-09)

• Analyzed and managed Hybrid Mutual Funds and tax-related documents for clients, ensuring compliance and accuracy.
• Handled and organized client documentation, facilitating efficient processing and record-keeping.
• Assisted in the loan sanction process, streamlining workflows and improving approval rates.
• Generated leads through proactive calling and social media engagement, boosting client acquisition.
• Performed printing and scanning of critical documents, ensuring availability and easy access.
• Maintained effective communication with clients and bankers, fostering strong professional relationships.
• Updated and managed daily Excel sheets, ensuring accurate and up-to-date financial data.

Finance Analyst - Precision for Medicine

(2023-04 - 2023-04)

• Streamlined and optimized financial data management for a diverse customer base, ensuring data accuracy and reliability.
• Executed comprehensive financial data corrections, significantly improving the integrity of product-related customer records.
• Led data collation and customer data setup initiatives, enhancing data quality from a management perspective.
• Leveraged advanced MS Excel and MS Office skills to analyze and manage complex financial datasets, contributing to informed decision-making.

MBA - Finance - Sinhgad Institutes of Management, Pune (2022 - 2024)

B.Com - G.T. Patil Arts & Commerce College, Nandurbar (2019 - 2022)

XII | Board (HSC) - D.R High School, Nandurbar (2019 - 2019)

X | Board (SSC) - Shroff High School, Nandurbar (2017 - 2017)