Preethiann Gomes

Team PA at British International Investment
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Contact Information
us****@****om
(386) 825-5501
Location
Bengaluru, Karnataka, India, IN
Languages
  • English Full professional proficiency
  • Kannada -
  • Hindi -
  • Tamil -

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Syed Najaf

I rarely come across real talents who stand out like Ann. I had the pleasure of working with Ann for two years at 24/7 Customer. Ann’s ability to handle multiple items was unlike any I’ve seen before and made a dramatic increase in the productivity level of the company. No matter how tense a meeting, Ann made sure everyone left with a smile. As a team member or a leader, Ann earns my highest recommendation.

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Experience

    • United Kingdom
    • Financial Services
    • 300 - 400 Employee
    • Team PA
      • Nov 2020 - Present

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Executive Assistant
      • May 2016 - Oct 2020

      Executive Assistant to the Managing Partner & 2 Directors • Calendar Management & Email Management – Managing Partner, 2 Directors • Financial reports / Travel and Expense Report / Reimbursements • Handling correspondence & communication and confidential information • FBAR filing / Income tax filing – Completion before the due date with relevant and accurate data • Personal payments and salaries – ensured timely payment • Timely update of the fundraising deck, Investor reports, marketing presentation • Set up multiple meetings and Schedule meetings in advance • Interacting with the employees of the organization to provide all the support required for a smooth flow of business activities • Se up 1st round of interviews for the Managers • Booking of flight tickets, hotels, car arrangements, documentation for visa processing • Reduce cost and manage end to end travel needs of the Managers • Sourcing and scrutinizing of reliable vendors – Hotels / Cabs / Travel agents to get the best deals • Client/Expat Management Administration support • Handling front desk (calls, visitors) • Travel & Hotel arrangement for the employees • Following up on invoices submitted for payments • Planning and coordinating organizational events for the team • General corporate related administrative and clerical support • Schedule and coordinate meetings and interviews for the team • ZPGF – Support for the fund operation team for SEBI application • Fund Reports – Updating the fund financials in the Quarterly reports, assisted in the distribution letters / Show less

    • India
    • Financial Services
    • 500 - 600 Employee
    • Senior Executive Assistant
      • Oct 2009 - Nov 2014

      Sr Executive Assistant to the CEO and Country Head • Calendar and Email Management of CEO’ & Country Head’s offices • Scheduling and maintaining calendar of appointments, meetings • Drafting business correspondence and handling of confidential correspondence • Allocating appointments for Customers, Prospects, Vendors, Banks, Employees, etc • Preparing Work Tour Report for CEO & Country Head • Preparing Agenda for meetings • Organizing and executing the Weekly Review, Quarterly Review, Half Yearly Review, and Annual Review Meetings • Liaison between all departments to ensure proper communications and reporting practices • Collaborate with departmental managers for their respective monthly & weekly reports • Preparing minutes of the meeting and follow up with the team regarding the status and closure dates of action items • Hotel and Travel Management • To maintain an up-to-date list of names, addresses and telephone numbers of customers and prospects • Preparing the Travel Expense Statement and reimbursement of bills • Subscribing to important magazines • Preparing Power Point Presentations and marketing material • Interacting with vendors for travel, tickets, business cards, access cards, inventory, etc • Interacting with the employees of the organization to provide all the support required for a smooth flow of business activities & to improve employee satisfaction • Expat & Guest Management (Logistics / Meeting Schedules) • Events Co-ordination • Taking care of New Hire Orientation, training, Munch & Lunch Arrangements • Assist the HR Team for 1st round of Interview for new hires • SOW Management – Business Development • PO Management for the IT team, Project Management ACM Reports MIS Reports Show less

    • Business Development Manager
      • May 2009 - Sep 2009

      Handling corporate accounts across Australia. Being in conversation with Business owners of various establishments of the whole campaign to work out the best offers and make excellent ads on the back of shopping dockets in leading supermarkets like Woolworths, Big W, Safeway, Food for Less & Flemings. Handling complete Logistics services for the customer, including queries & complaints – from giving out a quotation from the best-discounted rates for their products and design their own ads to be put up on the company website. Regular follow-ups done with the clients. Worked to the best my ability and supported the team that emphasis on customer service and dealing with customers effectively. Providing 100% Customer Satisfaction. Show less

    • Senior Logistic Analyst / Senior Service Advisor
      • Sep 2005 - May 2009

      Senior Logistic Analyst (Federal Express UK / IE) from Sep 05 to May 08 Inbound calls, handled complete logistics services for customers, including queries & complaints – from giving out a quotation to arranging a pickup, tracking down the package till the delivery of the package is done. Providing high-level of customer support. Worked with an amazing team that concentrated on customer service and dealing with customer's questions, doubts effectively. Providing 100% Customer Satisfaction. I have been awarded for my excellent performance in the Customer Experience Survey for 3 consecutive years. 100% performance in Internal and External audits. Nominated to represent the Company in Events. Senior Service Advisor (Barclays Bank Plc UK) from June 08 to May 09 Key Responsibilities Inbound calls. handled customer's bank accounts enquires. Opening of bank accounts, FDs, Insurances (home, car, general) and making sales through service (upselling). Establishing a need for the customer to make and save money. Tackling and Solving enquires and complaints. Analyzed client needs and presented appropriate financing solutions. Built ongoing relationships with clients. Generated productive leads and brought in new customers. Developed and nurtured productive and profitable client relationships. Offered extensive financial advice to the individual regarding General Insurance, Saving Account. Adept at dealing with people in a fast-paced setting and resolving customer issues. Focused on presenting financial solutions in a clear understandable manner. Show less

    • Secretary to the VP and General Manager
      • Aug 2004 - Sep 2005

      • Calendar Management and email management. • Organized special events and Corporate events. • Provide executive-level administrative support to Vice President and General Manager of the Company. • Collaborate with departmental managers & Sales team for their respective monthly & weekly reports. • Compilation & follow up of Sales monthly pipeline reports, monthly department reports. • Preparing minutes of the meeting and follow up with the team regarding the status and closure dates of action items. • Travel & Expat management. • Worked with the team for the Quarterly Review, Half Yearly Review and Annual Reviews. • Handled in sending timely reports for the Media. • Worked closely with the Creative department to ensure all reports are given on time. Show less

  • Taj Coromandel
    • Chennai Area, India
    • Secretary to the General Manager and Front Office Manager
      • Sep 2003 - Jun 2004

      • Calendar Management and email management. • Organize of special events and Corporate events. • Travel and Expat management, domestic and international visas. • Collaborate with departmental managers & Sales team for their respective monthly & weekly reports. • Updating and maintaining Customer Database and Company Database. • Preparing minutes of the meeting and follow up with the team regarding the status and closure dates of action items. • Handling correspondence & communication of Front Office Manager. • Preparations for Quarterly Review, Half Yearly Review and Annual Reviews. • Mail / Courier / Fax dispatch and receipt. Data entry & filing of all administration related tasks, document preparation Show less

Education

  • Department of Technical Education - Typing, TN
    Certification - Junior Grade, Typing
    2003 - 2003
  • NEBS Management and Pitmans Qualifications Lond
    Certification, Book Keeping and Accounts
    2002 - 2003
  • Pudupet Convent School of Commerce
    DIploma in Sectarial Practice, Commerce & Accounts
    2002 - 2003

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