Varun Agrawal
Management Trainee - Key Account Manager - Builder Alliance | Basic Home Loan
- Role
- Management Trainee - Key Account Manager at BASIC Home Loan
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Varun Agrawal
During my internship at Bonanza, I had the opportunity to engage in multiple aspects of their business operations. One of my primary tasks was selling Mutual Fund Systematic Investment Plans (SIPs) to clients, where I learned how to identify client needs and recommend suitable investment options. Additionally, I assisted in opening HUF (Hindu Undivided Family) and individual Demat accounts, gaining hands-on experience with the documentation and compliance processes involved.I also got an in-depth understanding of Portfolio Management Services (PMS), where I observed how customized investment strategies are developed to meet high-net-worth individuals\' financial goals. My responsibilities extended to the insurance sector as well. I worked on promoting and selling term life insurance, health insurance, and life insurance policies. This involved understanding the specific features of various insurance products, assessing client requirements, and advising on the most suitable policies.\"
Experience
Management Trainee - Key Account Manager
Apr 2025 — Present · Gurugram, IN
Education
Jaipuria Institute of Management
Postgraduate Degree
2023 — 2025
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