Poonam Bhatia, Executive Assistant to Managing Director, Global Wealth Division

Poonam Bhatia

Executive Assistant to Managing Director, Global Wealth Division

National Bank of Abu Dhabi

Location
United Arab Emirates - Abu Dhabi
Education
Bachelor's degree, Commerce
Experience
24 years, 3 Months

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Work Experience

Total years of experience :24 years, 3 Months

Executive Assistant to Managing Director, Global Wealth Division at National Bank of Abu Dhabi
  • United Arab Emirates - Abu Dhabi
  • May 2001 to February 2017

• Provide full range of support service functions
• Handle all business correspondence in relation to emails, official letters, audit reports, budget related correspondence on behalf of the management. Capable of building strong customer relationships through rapport and interaction.
• Maintain confidential personal correspondence, staff files and support in the recruitment process and confirmation of probationary period, induction/orientation plans for new recruits. Revamp the division JDs in accordance to work requirements (staff promotions) contributing towards the organization growth.
• Arrange staff monthly meetings & prepare/circulate MOMs, maintain staff files, training schedules, leave plan staff probation/interview/training reports. Compose staff appraisals on HR Oracle system.
• Monitor staff attendance, update staff files, and conduct reports or audits of employees' time discrepancy.
• Manage calendar appointments, maintain business contacts & travel arrangements
• Key contact point for coordination on inter department related issues & client service related matters

• Support client coverage team on daily operational, client servicing & business related matters
• Liaise with branches, middle & back offices for client queries & needs
• Focal point of contact for clients day to day banking needs & requirements, facilitate for various banking services, payment transfers & account statement related issues.
• Process transaction (financial & non-financial) & maintain corporate banking group accounts, Liaise with & respond to queries from Relationship Managers for accounts under their portfolio, liaise and coordinate with IT for resolving technical snags & system issues.
• Consolidate monthly commission budget & major deals report, presentations, organization chart, maintain department key register
• Identify department needs, procure requirements & supplies through Oracle system in a timely manner
• Provide support & liaise for large bank functions & event management. Liaise, organize the International Defense Exhibition (IDEX) event, handle invitations to bank delegates & clients, manning the bank chalet for greeting & receiving the clients.

Executive Secretary at Hadef Al Dhahiri & Associates
  • United Arab Emirates - Abu Dhabi
  • March 2000 to October 2000

Reporting as an Executive Secretary to the Managing Partner and Receptionist

Handle MD office by providing secretarial & administrative support service functions
Handle busy reception area, greeting and receiving visitors

Office Secretary at Weltex Cables
  • United Arab Emirates - Abu Dhabi
  • June 1996 to February 2000

Perfomed in the role of an Office Secretary by providing secretarial, administrative and logistical support to the project managers & the team.

Data Entry at ADMA OPCO
  • United Arab Emirates - Abu Dhabi
  • October 1995 to November 1995

Data entry for the commercial section

Client Service Representative at Khalidia International Shipping
  • United Arab Emirates - Abu Dhabi
  • May 1993 to July 1995

Handled client services and office support & administrative functions.

Client Service Representative at Standard Chartered Bank
  • United Arab Emirates - Abu Dhabi
  • March 1991 to September 1992

Performed in a Customer Service Representative Role within the Consumer Finance Division (Auto loans)

Education

Bachelor's degree, Commerce
  • at University of Bombay
  • December 1994

Specialties & Skills

Communication Skills
Banking Operations
Client Services
Office Management
Client Servicing & Operations
Knowledge about Trade Finance, Wholesale Banking
Proficient in MS Office (Excel,Powerpoint,Word)
Excellent verbal & written communication skills

Languages

English
Expert
Hindi
Expert