Prateek Kumar profile photo 1 on Tal

Prateek Kumar

ICFAI Business School Pune | Agile Capital Services

Ranchi

< 1 year of work experience

Agile Capital Services
Feb 20244 mosMay 2024

New Delhi, Delhi, India

I was responsible for promoting and selling IndiaFirst Life Insurance. My key responsibilities included identifying potential clients through lead generation, approaching and engaging them to understand their financial needs, and presenting the plan as a suitable investment option. I handled client interactions, explained policy benefits in simple terms, addressed queries, and guided them through the purchase process.

Education

ICFAI business school

Master of Business Administration, Finance, General

ICFAI business school

20232 yrs2025
Ranchi University, Ranchi

Bachelor of Commerce, Accounting

Ranchi University, Ranchi

20193 yrs2022

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Headline

ICFAI Business School Pune | Agile Capital Services

About

As a PGPM candidate specializing in Finance and Marketing at IBS Pune, I am driven by a strong interest in financial innovation and technology. My academic foundation and internship experience have helped me build analytical thinking, client communication, and research skills—key qualities for navigating today's dynamic financial landscape. I’m particularly passionate about the evolving fintech sector and am eager to contribute to organizations that are shaping the future of digital finance.

Location

Ranchi

Work experience

Management Trainee at Agile Capital Services, Feb 2024 - May 2024 · 4 mos, New Delhi, Delhi, India, I was responsible for promoting and selling IndiaFirst Life Insurance. My key responsibilities included identifying potential clients through lead generation, approaching and engaging them to understand their financial needs, and presenting the plan as a suitable investment option. I handled client interactions, explained policy benefits in simple terms, addressed queries, and guided them through the purchase process.

Education

Master of Business Administration, Finance, General, ICFAI business school

Bachelor of Commerce, Accounting, Ranchi University, Ranchi

Prateek Kumar - Management Trainee in Ranchi | Tal