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Awaad rehman

Senior Associate at MediBuddy | SAP Certified Professional

Bengaluru

9+ years of work experience

MediBuddy
Jan 20251 yr 3 mosMar 2026

Bengaluru, Karnataka, India

* Send case lifecycle from lead qualification to policy binding, ensuring client satisfaction at every stage. - Managed a portfolio of mid-to-large corporate insurance accounts, ensuring timely policy renewals, servicing, and high client satisfaction - Conducted coverage reviews and financial risk assessments, recommending suitable products to optimize client risk management - Maintained 100% compliance with regulatory and internal audit requirements across client interactions and policy documentation - Analyzed claims trends and financial data, coordinating with insurers and finance teams to expedite claim settlements - Used CRM/account platforms (Salesforce) to track policy data, financial records, and workflow efficiency - Collaborated with underwriting, operations, and finance teams for seamless policy issuance and end-to-end servicing
PhonePe
Mar 202411 mosJan 2025

Bengaluru, Karnataka, India

PhonePe
Feb 20186 yrs 1 moFeb 2024

Bengaluru, Karnataka, India

- Investigated customer disputes and chargebacks by analyzing transactions and financial records, verifying order details, and gathering supporting evidence - Processed chargeback and dispute cases in strict compliance with RBI regulations and card network policies (Visa, Mastercard) - Performed Root Cause Analysis (RCA) on recurring financial and escalation patterns, providing actionable feedback for process improvement - Coordinated cross-functionally with tech, finance, and policy teams to resolve high-priority escalated cases within SLA - Maintained accurate financial case documentation and CRM records (JIRA, SUV, GENIE, freshdesk) for audit and compliance purposes
PhonePe
Jan 20177 yrs 2 mosFeb 2024

Delivered high-quality customer support through calls, emails, and chat, resolving customer queries efficiently. Maintained a high Customer Satisfaction Score (CSAT) by ensuring timely and effective resolutions. Assisted customers with order placements, tracking, and general inquiries, contributing to operational efficiency. Logged tickets, updated CRM records, and ensured accurate case handling for future reference. Consistently met/exceeded targets, including response time, resolution time, and customer satisfaction scores.

Education

Rabindranath Tagore University

Bachelor of Commerce

Rabindranath Tagore University

High School Diploma

S. Nijalingappa Medical College

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Headline

Senior Associate at MediBuddy | SAP Certified Professional

About

At MediBuddy, supported corporate insurance accounts by managing policy lifecycles, ensuring compliance, and conducting financial risk assessments. Contributed to client satisfaction by facilitating policy renewals, claims settlements, and regulatory adherence while utilizing CRM platforms like Salesforce to enhance workflow efficiency. Holds a Bachelor of Commerce from Rabindranath Tagore University and an SAP Financial Accounting certification. Experienced in financial processes, compliance documentation, and dispute resolution, with a strong interest in finance and ERP systems. Currently exploring opportunities as an SAP FICO Consultant or Finance Analyst.

Location

Bengaluru

Work experience

Senior Associate at MediBuddy, Jan 2025 - Mar 2026 · 1 yr 3 mos, Bengaluru, Karnataka, India, * Send case lifecycle from lead qualification to policy binding, ensuring client satisfaction at every stage. - Managed a portfolio of mid-to-large corporate insurance accounts, ensuring timely policy renewals, servicing, and high client satisfaction - Conducted coverage reviews and financial risk assessments, recommending suitable products to optimize client risk management - Maintained 100% compliance with regulatory and internal audit requirements across client interactions and policy documentation - Analyzed claims trends and financial data, coordinating with insurers and finance teams to expedite claim settlements - Used CRM/account platforms (Salesforce) to track policy data, financial records, and workflow efficiency - Collaborated with underwriting, operations, and finance teams for seamless policy issuance and end-to-end servicing

Career transition at PhonePe, Mar 2024 - Jan 2025 · 11 mos, Bengaluru, Karnataka, India

Senior Executive at PhonePe, Feb 2018 - Feb 2024 · 6 yrs 1 mo, Bengaluru, Karnataka, India, - Investigated customer disputes and chargebacks by analyzing transactions and financial records, verifying order details, and gathering supporting evidence - Processed chargeback and dispute cases in strict compliance with RBI regulations and card network policies (Visa, Mastercard) - Performed Root Cause Analysis (RCA) on recurring financial and escalation patterns, providing actionable feedback for process improvement - Coordinated cross-functionally with tech, finance, and policy teams to resolve high-priority escalated cases within SLA - Maintained accurate financial case documentation and CRM records (JIRA, SUV, GENIE, freshdesk) for audit and compliance purposes

Customer Support Associate at PhonePe, Jan 2017 - Feb 2024 · 7 yrs 2 mos, Delivered high-quality customer support through calls, emails, and chat, resolving customer queries efficiently. Maintained a high Customer Satisfaction Score (CSAT) by ensuring timely and effective resolutions. Assisted customers with order placements, tracking, and general inquiries, contributing to operational efficiency. Logged tickets, updated CRM records, and ensured accurate case handling for future reference. Consistently met/exceeded targets, including response time, resolution time, and customer satisfaction scores.

Education

Bachelor of Commerce, Rabindranath Tagore University

High School Diploma, S. Nijalingappa Medical College