
Sonam Agrawal
Finance Intern

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About me
PolicyBazaar.com, Ex-Bandhan Bank, MBA-Marketing & Operations
Education

Birla Global University
2018 - 2021Bachelor of Commerce - BCom Accounting and Finance 9.42 CGPAActivities and Societies: Class Representative of batch

Globsyn Business School
2021 - 2023PGDM Finance and Marketing BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES
Experience

LEARNOVATE ECOMMERCE
May 2021 - Jun 2021Finance Intern
Unschool
Jun 2021 - Jun 2021Community influencer Internship
Vardhan Consulting Engineers
Jul 2021 - Aug 2021Finance Intern
Keventer
May 2022 - Jul 2022Sales And Marketing InternStarted my Summer Internship in largest FMCG company in eastern India with interests in packaged, dairy, and fresh food products. The packaged foods & beverage category involves the manufacturing, packaging, marketing, distribution of products including “Frooti” or “Appy” or “B Fizz” or “Appy Fizz” or “Bailey” or “Smoodh” which are licensed to pursuant to various franchise agreements entered into with Parle Agro Private Limited (“Parle Agro”).

Bandhan Bank
May 2023 - Nov 2023Area Manager1.Managing SME Business & SBAL2.Daily/weekly/Monthly reporting as per prescription time schedule.3.Maintained Liaoning with all individuals with open loans.4.Liaoning with team members across the area to ensure customers received timely responses.5.Performed monitoring, circular at BU level.6.Make ensure completion of credit/KYC documents and verification telephonic, field collateral visit during monitoring period.7.Every month given loan more than 2 Crore from 6 BU. Done business of more than 10 crore MANAGERIAL LEADERSHIP ROLES & RESPONSIBILITIES:1.Handling team of Relationship Executive and assigned portfolio of Jamshedpur area. More than 10 RE working under my area.2. Engage in development, implementation, review and monitoring of SBAL and providing training for continuously upgrade the competency of the team. 3.Assess ETB, NTB, and NTC customer in depth knowledge of rational behind calculation on loan performance during monitoring tenure.4.Maintain Portfolio MIS, Delinquency MIS and Login MIS of the area and regularly reporting the same. Show less

Policybazaar.com
Mar 2024 - nowSenior Executive- UnderwritingWorking for the Point of Sale Persons (POSP) Channel under PB Partners - A brand of Policybazaar
Licenses & Certifications

Google Datastudio
Jatan shahMay 2021- View certificate

Product, Pricing, and Promotion in the Marketing Mix
SkillsoftJun 2022 
Business Analyst Certification
KPMG IndiaJan 2023
Product and brand management
Globsyn Business School OnlineJun 2021
Broker qualified person (IRDA)
National Insurance AcademyDec 2024
Tally and Gst
Intern TheoryMar 2021
Industry 4.0
Globsyn Business School OnlineOct 2021
Digital Marketing
Globsyn Business School OnlineMay 2021
Basics of Financial Market
ElearnmarketsAug 2021
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