Experience

Talisma

• Software Development
• 200 - 300 Employee

• Executive Assistant

  • Oct 2016 - Present



Arrow Electronics

• United States
• Technology, Information and Internet
• 700 & Above Employee

• Administration Supervisor & Secretary to Managing Director

  • Jul 2015 - Sep 2016

  1) Secretary to Managing Director - Calendar Management, Coordinate Meetings, Travel, Visa, Hotel, Bill Reimbursements, Business Lunch & Dinner2) Office Administration, House Keeping, Facilities & Transportation3) HR & Marcom Support4) Event Coordination5) Vendor Management 1) Secretary to Managing Director - Calendar Management, Coordinate Meetings, Travel, Visa, Hotel, Bill Reimbursements, Business Lunch & Dinner2) Office Administration, House Keeping, Facilities & Transportation3) HR & Marcom Support4) Event Coordination5) Vendor Management



Borg Energy

• India
• Renewable Energy Semiconductor Manufacturing
• 1 - 100 Employee

• Secretary to GM - Sales & Customer Acquisition / Corporate Tactic Manager

  • Oct 2013 - Mar 2015

  1) Assistant to Chairman Office 2) Secretary to General Manager - Calendar Management, Coordinate Meetings, Travel, Hotel, Bill Reimbursement, Business Events.3) Sales Coordination, MIS & Dashboard, Channel Partner Enablement4) Customer Acquisition Team Coordination & Business Lead Management5) Office Administration, House Keeping & Facilities6) Vendor Management7) HR & Marcom Support8) Branch Accounts 1) Assistant to Chairman Office 2) Secretary to General Manager - Calendar Management, Coordinate Meetings, Travel, Hotel, Bill Reimbursement, Business Events.3) Sales Coordination, MIS & Dashboard, Channel Partner Enablement4) Customer Acquisition Team Coordination & Business Lead Management5) Office Administration, House Keeping & Facilities6) Vendor Management7) HR & Marcom Support8) Branch Accounts



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Private Wealth Management - Account Manager / Relationship Manager - HNI Clients

  • May 2007 - Oct 2009

  1) End to end client account management 2) Prepare presentations for prospecting, financial planning and portfolio review meetings3) Assist VP in day to day business activities 4) Dynamic Portfolio Tracking5) Periodic MIS - ad hock business reports and reviews 6) Ensure timely transactions & processing of Investment Applications7) Compliance & Regulatory Exercise – Know Your Customer Forms, Risk Profiling, Credit Reports, and Business Call Reports & other such mandatory requirements8) Liaison with Corporate Office, Asset Management Companies, Internal Clients, Vendors, Insurance Companies and Other NBFCs9) Maintain Excellent Client Relationship



Karvy Global Services

• United States
• Outsourcing/Offshoring
• 400 - 500 Employee

• Relationship Manager – Institutional & HNI Clients

  • Apr 2006 - May 2007

  1) Client Relations - HNI & Corporates2) Investment Adviser - Mutual Funds, Equity & Commodity trading accounts and cross sell other wealth products3) Portfolio Tracking & Cross-selling 4) Prepare Monthly MIS & profit & loss statements 5) Update Investment Holding Tracker, stock data for Clients.6) Work in partnership with Fund families and Operations associates and leadership enhancing the growth of Business relationship 7) Study latest investment products & procedures and explore new sales opportunity



Citi

• United States
• Financial Services
• 700 & Above Employee

• Assistant Manager - Emerging Local Corporates (Liabilities Division – South India)

  • Aug 2004 - Oct 2005

  1) Assist South Head - manage his calendar, meetings, presentations, travel etc. 2) Support sales & back-office teams across southern region3) Assist wealth desk in prospecting clients – telecalling and data mining 4) Coordinate regional sales reviews and staff performance analysis & reward / incentives schemes5) Supervise mutual funds and Insurance transactions 6) Prepare regular portfolio reports, trackers and comparative mutual fund analysis 7) Involve in Research & Data Analysis and circulation of Newsletter & Reports



INDIA INSURE RISK MANAGEMENT & INSURANCE BROKING SERVICES PVT. LTD

• India
• Insurance
• 100 - 200 Employee

• Customer Relationship Manager - Corporates

  • Nov 2002 - Jul 2004

  1) End to End Client Account Management and Client Service2) In charge of MIS Report & Business Module implementation3) Responsible for maintaining excellent personal relations with clients to achieve professional goals.4) Ensure Service Level Agreements, renewal of Insurance portfolio, cross-selling and enhancing Customer Base.5) Flawless coordination with multiple Teams, Operations Department, Third Party Administrators, & Insurance Companies to meet business objective. 1) End to End Client Account Management and Client Service2) In charge of MIS Report & Business Module implementation3) Responsible for maintaining excellent personal relations with clients to achieve professional goals.4) Ensure Service Level Agreements, renewal of Insurance portfolio, cross-selling and enhancing Customer Base.5) Flawless coordination with multiple Teams, Operations Department, Third Party Administrators, & Insurance Companies to meet business objective.



Tata Mutual Fund

• India
• Financial Services
• 400 - 500 Employee

• Investment Advisor

  • Jun 2000 - Oct 2002

  1) Investment Adviser - Primary Issues, Bonds, Fixed Deposits and Mutual Funds2) Customer Service - Individuals, Channel Partners, High Net worth Clients & Corporate 3) General Coordination - Office Administration, Accounts Function, Client Servicing, and Sales Support activities & Business MIS functions4) Liaison between internal departments and the clients / channel partners 5) Enhance client satisfaction, cross-selling and revenue generation 1) Investment Adviser - Primary Issues, Bonds, Fixed Deposits and Mutual Funds2) Customer Service - Individuals, Channel Partners, High Net worth Clients & Corporate 3) General Coordination - Office Administration, Accounts Function, Client Servicing, and Sales Support activities & Business MIS functions4) Liaison between internal departments and the clients / channel partners 5) Enhance client satisfaction, cross-selling and revenue generation