Sagar Rajput

Proactive and analytical B.Com (Banking & Finance) graduate with an aggregate score of 80% and 6 months of corporate internship experience at Life Insurance Corporation of India (LIC). Certified in Banking, Finance & Insurance (CPBFI) through Bajaj Finserv with proven competencies in customer relationship management (CRM), financial product advisory, KYC/AML documentation, and retail operations. Possesses strong analytical capabilities in MS Excel, financial problem-solving, and cross-functional communication, with a sharp focus on contributing to institutional banking, financial consulting, and client service operations.

Finance & Client Relationship Intern at Life Insurance Corporation of India (LIC) (2023 – 2024)

6 Months Duration

• Client Relationship & Advisory: Consulted directly with individual and retail clients to assess risk appetites and recommend tailored life, endowment, and annuity solutions aligned with financial goals.
• Documentation & Regulatory Compliance: Audited policy proposal dossiers, executed KYC verification, and streamlined underwriting and claim submission procedures in adherence to strict compliance guidelines.
• Market Analysis & Sales Support: Evaluated regional market trends, policyholder renewal patterns, and competitive insurance offerings, delivering insights to development teams that supported lead conversion.
• Operations & Service Resolution: Addressed customer grievances, policy loan queries, and premium payment inquiries, achieving prompt turnaround times and positive client feedback.

Bachelor of Commerce (B.Com) in Banking & Finance – St. Aloysius College (Autonomous) (2023 – 2026)

Higher Secondary School Certificate (Class XII) in Commerce Stream – SSM Senior Secondary School (2022 – 2023)

Secondary School Certificate (Class X) – SSM School (2020 – 2021)