Personal Assistant/ Financial Adviser
Group of Companies
Total years of experience :17 years, 5 Months
Personal Assistant/ Financial Adviser, Group of Companies (Company Name is Confidential)
Providing full secretarial support to the executive and managing administrative related works in the office while training other clerical staff.
Performing routine job including handling executive’s calendar & appointments’ receiving, screening and routing phone calls & e-mail messages; scheduling meetings, preparing correspondences, memos, submissions and reports.
Liasing with various Banks for company related matters & handling all banking and investment products.
Financial Planning/ Investment Management to procure & proper utilization of funds to maximize returns of all divisions in minimum time period.
Produce, analyze and report management statistics, recommend and implement changes/improvements based on the findings of these statistics.
Maintaining a log of incoming and outgoing documents plus retaining a systematic filing system for the same.
Greeting the visitors entering the establishment, determining the nature of their visit and directing them to the concerned as necessary.
Setting and interpreting administrative plus operating policies or procedures for employees.
Interfaced professionally with the associates and clients.
Accountable in handling administrative operations in the organization.
Building and managing relationship with clients, developing rapid and effective client rapport. Communicating / Negotiating and influencing outcomes.
Making proof reading and error tracing of completed documents for quality control. Recording progress of assignments of higher authority and responsibility.
Demonstrating strong inter-personal skills and leadership ability, to encourage and promote enthusiasm and team spirit.
PhD (Applied Business Economics)-Topic: "Promotion of Tourism in India-Role of Major Travel Agencies"