PRAVESH KEHRI
New Delhi
Summary
Client-focused financial services and operations professional with over 6 years of experience across banking, insurance support, healthcare coordination, and client relationship management. Proven expertise in stakeholder communication, case management, financial product advisory, process execution, and customer service within high-volume environments.
Overview
7
7
years of professional experience
Work History
Senior Process Executive
Cognizant Technology Solutions
10.2025 - Current
- Serve as primary point of contact between injured workers, healthcare providers, insurance adjusters, and case managers.
- Coordinate transportation, interpreter, and translation services while maintaining accurate documentation.
- Collaborate with case managers and adjusters on service plans and updates.
- Maintain accurate case records and support process improvement initiatives.
Lead Consultant
O'Cube Services
04.2025 - 09.2025
- Developed lead-generation strategies across digital and offline channels.
- Conducted client consultations and recommended suitable solutions.
- Mentored junior consultants and tele-callers.
Care Coordinator
iEnergizer - Granada Services Pvt. Ltd.
Noida
09.2023 - 04.2025
- Served as liaison among injured workers, healthcare providers, adjusters, and case managers.
- Managed transportation and interpretation services.
- Coordinated third-party vendors and maintained SLA compliance.
Phone Banking Officer
HDB Financial Services Limited
12.2019 - 03.2023
- Advised customers on loan products and repayment structures.
- Assessed customer requirements and recommended lending solutions.
- Maintained CRM records and coordinated with processing teams.
Education
Bachelor of Business Administration - Finance
Institute of Technology and Science
Senior Secondary - Commerce
JD Academy
Skills
- Customer Relationship Management
- Financial Products & Loan Advisory
- Insurance Claims Support
- Healthcare Case Coordination
- Stakeholder Management
- Process Improvement
- MS Excel
- MS Word
- CRM Systems
Additional Information
Comfortable working US shifts and hybrid environments. Willing to pursue Series 7 and relevant financial certifications.
Timeline
Senior Process Executive
Cognizant Technology Solutions
10.2025 - Current
Lead Consultant
O'Cube Services
04.2025 - 09.2025
Care Coordinator
iEnergizer - Granada Services Pvt. Ltd.
09.2023 - 04.2025
Phone Banking Officer
HDB Financial Services Limited
12.2019 - 03.2023
Bachelor of Business Administration - Finance
Institute of Technology and Science
Senior Secondary - Commerce
JD Academy