Munesh Kumar M.E

Senior Financial Advisor @ Policy Bazar Fintech

S/O Eshwarappa Shivamogga muneshpatil2527@gmail.com 9380518332
Current CTC
0 LPA
Expected CTC
0 LPA
Notice Period
30 Days
Experience
4.2 Years
Profile Summary

Results-driven Operations and Customer Support Professional with 3.5 years of experience in Sales Operations, Customer Escalation Handling, Fintech Operations, and Process Coordination. Experienced in managing L1 & L2 escalations, CRM operations, customer issue resolution, SLA management, and high-volume operational workflows. Skilled in delivering quality customer experience through strong communication, analytical thinking, and cross-functional coordination. Seeking opportunities in Seller Support, Operations, Escalation Management, or Customer Success roles

Work Experience
2025 – 2026
Senior Financial Advisor
Policy Bazar Fintech

Job Description:

  • Advised customers on insurance and financial products.
  • Assisted customers in selecting suitable health, life, and motor insurance plans.
  • Explained policy benefits, premiums, and coverage details.
  • Handled customer queries and maintained strong client relationships.
  • Completed KYC and documentation for policy issuance.
  • Achieved monthly sales and customer satisfaction targets.
  • Basic reporting using Excel (MIS, trackers, dashboards)
2022 – 2024
Sales Operations Associate
Ola Electric Pvt Ltd

Job Description:

Supported sales operations activities and coordinated customer order management processes.

  • Assisted customers with product inquiries, booking status, delivery coordination, and service support.
  • Worked closely with sales and backend teams to ensure smooth operational workflow.
  • Maintained customer records, sales reports, and operational dashboards using Excel and CRM tools.
  • Handled customer complaints and ensured timely issue resolution with quality service standards.
  • Coordinated with logistics and service teams for order fulfillment and customer satisfaction.
  • Monitored operational metrics and supported process improvement initiatives.
Education
Kuvempu University
Bachelor's in General
N/A - N/A
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Top Skills
Crm & Ticketing Tools Cross-Functional Team Coordination Customer Support Operations Email Chat & Voice Support Excel & Google Sheets Reporting Fintech Operations Support L1 & L2 Escalation Handling Queue & Sla Management Sales Operations Management Strong English Communication