Rachna Bhatia, Executive Assistant to Middle East Assurance Risk & Quality Partner

Rachna Bhatia

Executive Assistant to Middle East Assurance Risk & Quality Partner

PricewaterhouseCoopers Dubai

Location
United Arab Emirates - Dubai
Education
Bachelor's degree, Finance
Experience
18 years, 6 Months

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Work Experience

Total years of experience :18 years, 6 Months

Executive Assistant to Middle East Assurance Risk & Quality Partner at PricewaterhouseCoopers Dubai
  • United Arab Emirates - Dubai
  • My current job since February 2012

 Email Management: Dealing proactively with incoming correspondence/enquiries e.g. mail, fax, responding as appropriate and ensuring the same is been responded within deadline provided. Taking ownership of all enquiries, resolving or escalating (or identifying alternative contacts) as appropriate.
 Call management- Receive and screen incoming calls and visitors, determine which are priority matters, and inform the partner.
 Proofread and finalise documents i.e. presentations, proposals and letters. Provide relevant back-up papers, researched information etc.
 Compile agendas, prepare briefs, and circulate papers, in anticipation of meetings. Attend a variety of meetings in support to the partner, taking minutes, diarising for follow-up procedures/action as required
 Liaised with management and staff regarding a wide range of ongoing matters. Monitor progress and ensure all actions and paperwork are co-ordinated in preparation for meetings in line with deadlines
 Provided full admin support to team and to other colleague if they are on day off along with manage demanding diaries, ensuring efficient scheduling of meetings, coordinating with all relevant parties to ensure the best possible use of time and resolving clashes/conflicts appropriately/ formatting of financial statements.
 Client database management and marketing assistance when needed. Keeping contact database up to date.
 Organising and Supporting Quality Review/ Engagement Compliance Review team in Dubai on annual basis which includes flight booking, accommodation, hospitality, scheduling meetings with partners.
 Providing monthly statistics and other key reports for Middle East Leadership meetings.
 Travel arrangements and accommodation, planning full itineraries, where necessary arrange travel facilities, visas, and medical requirements etc. for guest, partners and directors.
 Organised and planned a wide range of meetings, functions, lunches, conferences etc. both at internal and external venues. To liaise with internal/external contacts, IT requirements, visiting and vetting locations, catering requirements etc.
 Assisted HR team with schedule of interview with Director and Managing Director.
 Organised interviews for candidates applying for roles in the team.
 Undertook a wide variety of administrative duties, e.g. record keeping, maintaining budget figures, expenses etc.
Involved and contributed with PA/ EA forum every week.

Executive Secretary to Senior Vice President at Oman Insurance Co. PJSC
  • United Arab Emirates - Dubai
  • June 2011 to January 2012

 Email Management: Dealing proactively with incoming correspondence/enquiries e.g. mail, fax, responding as appropriate and ensuring the same is been responded within deadline provided. Taking ownership of all enquiries, resolving or escalating (or identifying alternative contacts) as appropriate.
 Call management- Receive and screen incoming calls and visitors, determine which are priority matters, and inform the partner.
 Proofread and finalise documents i.e. presentations, proposals and letters. Provide relevant back-up papers, researched information etc.
 Compile agendas, prepare briefs, and circulate papers, in anticipation of meetings. Attend a variety of meetings in support to the partner, taking minutes, diarising for follow-up procedures/action as required
 Liaised with management and staff regarding a wide range of ongoing matters. Monitor progress and ensure all actions and paperwork are co-ordinated in preparation for meetings in line with deadlines
 Provided full admin support to team and to other colleague if they are on day off along with manage demanding diaries, ensuring efficient scheduling of meetings, coordinating with all relevant parties to ensure the best possible use of time and resolving clashes/conflicts appropriately/ formatting of financial statements.
 Client database management and marketing assistance when needed. Keeping contact database up to date.
 Organising and Supporting Quality Review/ Engagement Compliance Review team in Dubai on annual basis which includes flight booking, accommodation, hospitality, scheduling meetings with partners.
 Providing monthly statistics and other key reports for Middle East Leadership meetings.
 Travel arrangements and accommodation, planning full itineraries, where necessary arrange travel facilities, visas, and medical requirements etc. for guest, partners and directors.
 Organised and planned a wide range of meetings, functions, lunches, conferences etc. both at internal and external venues. To liaise with internal/external contacts, IT requirements, visiting and vetting locations, catering requirements etc.
 Assisted HR team with schedule of interview with Director and Managing Director.
 Organised interviews for candidates applying for roles in the team.
 Undertook a wide variety of administrative duties, e.g. record keeping, maintaining budget figures, expenses etc.
Involved and contributed with PA/ EA forum every week.

Secretary/Administration Coordinator (Investment Banking)- ENBD Capital at Emirates NBD Bank
  • United Arab Emirates - Dubai
  • April 2011 to May 2011

 Manage all incoming calls and relay messages to entire ENBD-IB platform. Setting up of conference calls.
 Co-ordinating with Internal Travel Desk to ensure all flights and hotel bookings are made for the Investment banking team along with Diary Management for Director. Ensure all approval are in place
 Car Bookings for client meetings and ensure smooth running of office flow.
 Manage and maintain delivery, collections and records of all booking, stationary orders/ office supplies and keep a stock check
 Daily Distribution of incoming mail to all departments
 Record and Deliver all invoices/reimbursement pertaining to Investment Banking/ Capital Market.
 Back up for Personal Assistant to CEO during her absence.
 Maintaining petty cash for the department.

Executive Secretary to Director, Internal Audit (Emerging Market) at Barclays Bank PLC
  • United Arab Emirates - Dubai
  • September 2010 to January 2011

Provide relevant back-up papers, researched information etc. Draft responses for signature by the Director or others where appropriate
Total control of the Director’s diary scheduling/rescheduling appointments, meetings etc. without reference. Ensure the Director is always in the correct place on time with all relevant papers. Book all travel arrangements and accommodation, planning full itineraries, where necessary arrange travel facilities, visas, medical requirements etc.
Organise a wide range of meetings, functions, lunches, conferences etc. both at internal and external venues which may involve influential contacts in both the UK and overseas. Liaise with internal/external contacts, visiting and vetting locations, agreeing dates, menus, prices etc.
Organise interviews for candidates applying for roles in the team.
Liaise with management and staff regarding a wide range of ongoing matters. Monitor progress and ensure all actions and paperwork are co-ordinated in preparation for meetings in line with deadlines
Compile agendas, prepare briefs, circulate papers, in anticipation of meetings. Attend a variety of meetings in support to the Director, taking minutes, diarising for follow-up procedures/action as required
Undertake research of detailed information on a wide variety of internal/external matters. Jobholder is given only a general brief and must produce detailed reports, summaries etc. deciding on relevant information to be included.
Monitor ongoing correspondence/reports highlighting pertinent items and bringing to the Director’s attention or dealing with personally, implementing any appropriate action.
Undertake a wide variety of administrative duties, e.g. record keeping, maintaining budget figures, expenses etc.
Initiate and maintain a first class filing system
Assisting HR team with schedule of interview with Director and Managing Director
Involving myself with PA/ EA forum every week.

Executive Secretary to General Manger at Emirates NBD Bank
  • United Arab Emirates - Dubai
  • June 2010 to August 2010

 Assisting senior managers with the day-to-day operational matters
 Providing administrative support in the expansion plans of the International Dept.
 Acting as the office manager to ensure efficiency and effectiveness within the office during G.M. absence.
 Co-ordinating the nomination process for training courses, follow-up and documentation
 Liaising with staff and internal departments
 Schedule & organize meetings, Drafting & publishing events, Record keeping
 Preparing Power Point Presentations
 Making appointments, dealing with incoming e-mail, facsimiles and post
 Taking dictation, writing letters and preparing various reports as require
 Taking the minutes for the meeting and circulating the minutes in a timely manner
 Liaising with clients and other staff
 Book venues and hotels and make travel arrangements domestically and internationally as required

Executive Secretary to Managing Director at Gulf Telecom LLC
  • United Arab Emirates - Dubai
  • January 2010 to April 2010

 Verify and process customer applications
 Ensure quality and deadlines are met
 Performing additional responsibilities when required as assigned by officer, manager
 Schedule & organize meetings
 Drafting & publishing events
 Record keeping
 Dealing with clients and making sure that they are happy with the service provided to them
 Providing administrative support for processing of deals.

Officer at National Bonds Corporation
  • United Arab Emirates - Dubai
  • November 2009 to January 2010

 Verify and process customer applications
 Ensure quality and deadlines are met
 Adherence to standard operational procedure.
 Effective communication with other supervisor, officers and managers
 Ensure professional communication skills are applied which contacting customer.
 Performing additional responsibilities when required as assigned by officer, manager
 Adherence to company policies
 Involvement in special project and other responsibilities as required by man-agement
 Assisting other departments.

TMD OFFICER, SALARY ASSOCIATE, & GSC SUPPORT ASSOCIATE, Operations Team at HSBC BANK MIDDLE EAST Ltd
  • United Arab Emirates - Dubai
  • June 2007 to August 2009

 Coordinating between the sales team and processing team to action customer request with the agreed SLA.
 Handling reports for Amanah Products for the customer (Islamic product for HSBC)
 Coordinating with various departments for Amanah metal trading for the customers
 Liaising with Treasury department for the approval for rates for HIGH VALUE fixed deposit for the customer.
 Handling queries of the customer related to the placing of fixed deposit
 Ensuring that customer service is provided all the time.
 Managing the distribution of work within the team, reviewing reports and authorized the same.
 Preparation of the salary schedule which is to be sent to other banks.
 Lasing with other banks for processing customer salary and transfer within the agreed SLA.
 Printing and reviewing of exception reports.
 Verifying of signature for the customer and external bank for processing of customer's salary and transfer
 Processing of HIGH VALUE inward and outward salary and transfer for the customer within the agreed SLA.
 Handling queries for the customer in regard with salary and transfers to other bank within the agreed SLA.
 Coordinating with sales team and processing team
 Processing of loans and account opening applications for the customer upon proper verification of documents as required for Audit Purpose.
 Handling queries for the a/c opening and loan processing by providing proper customer service.
 Preparation of daily MIS for processing team.
 Preparation of daily MIS for error log for processing team.
 Liaising with sales & processing team for action of the customer request within the agreed SLA.

Recovery Officer, Collections & Telesales Executive, Cross Sale Department at Citibank
  • United Arab Emirates - Dubai
  • June 2005 to May 2007

 Making calls to the customer for due payments on credit cards & loans
 Receiving walk-in customer intending to make overdue payment on their liabilities.
 Coordinating and following up with overseas agencies on SKIP / FRAUD / WRITE OFF cases.
 Handling the release of police cases along with the help of Legal dept for the recovery cases.
 Worked for compliance unit to review the customer transaction and confirming the same with proper authorization and verification.
 Worked for cross sell department, selling of insurance product to the customer.

Education

Bachelor's degree, Finance
  • at IGNOU
  • December 2007

Specialties & Skills

operations
Finance
Administration
Banking
MS OFFICE
Outlook
Lotus notes

Languages

Hindi
Native Speaker
English
Expert