Dimple Kishore Kapadia
C-Suite Management
Mumbai
Summary
Seasoned professional with 15+ years into Banking & Financial Sector, Non Profit Organisation.
Ex JPMorgan | Experienced in Banking Sector & Non-Profit Startup | HR Operations | Employee Engagement | People & Culture | Managing C-suite | Analytical Bend & Strategic Leadership Team Member.
Overview
20
20
years of professional experience
5
5
years of post-secondary education
4
4
Languages
Work History
Executive Assistant
Egon Zehnder
11.2022 - 03.2023
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Answered high volume of phone calls and email inquiries.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Used advanced software to prepare documents, reports, and presentations.
- Updated spreadsheets and created presentations to support executives and boost team productivity.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Filed paperwork and organized computer-based information.
- Wrote reports, executive summaries and newsletters.
- Upheld strict timetables by maintaining accurate, balanced calendars.
Executive Assistant to the Managing Director
Owens Corning
06.2022 - 10.2022
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Updated spreadsheets and created presentations to support executives and boost team productivity.
- Handled confidential and sensitive information with discretion and tact.
- Wrote reports, executive summaries and newsletters.
- Led staff and vendors in providing high level of service for owner and guests.
- Coordinated events and worked on ad hoc projects.
- Worked with senior management to initiate new projects and assist in various processes.
- Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
- Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
Chief Operating Officer
Equity Firm
02.2022 - 05.2022
- Refined organizational structure to consolidate, streamline, and delineate necessary functions.
- Managed procurement activities to secure resource acquisitions at best possible cost.
- Identified and mitigated operational risks to minimize potential negative impacts on organization.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Founded performance- and merit-based evaluation system to assess staff performance.
- Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
- Cultivated company-wide culture of innovation and collaboration.
- Created succession plans to provide continuity of operations during leadership transitions.
- Led operational oversight and budgetary supervision for Number Type locations.
Executive Assistant to CEO
Wadhwani AI
09.2018 - 02.2022
- Leadership – AI for Social Good
- Summary of Responsibilities:
- Supporting and proud to be associated with the CEO of the Non-Profit Organization who aims to provide solutions based on AI for Social good
- Administrative Support: Point of contact between the CEO and internal / external clients
- Maintain calendars and scheduling appointments,
- Correspondence, Facilitating Meetings and Coordination, Coordinating with various groups like Dining and Facilities for arrangements during executive or leadership level visits
- Communication & Coordination: Dealing with a sensitive public relation matters with diplomacy and tact
- Responding to emails on behalf of the CEO to the relevant party including - Internal, external, vendors, and government authorities
- Ensuring that appropriate language is maintained considering the recipients
- Maintaining high confidentiality on the matters on the communication handled
- Visiting cards ordering
- Keeping the team BIO’s updated and providing the same when requested by the coordinators for panel talks and conferences, events etc
- Executive Visits & Relationship Management: Planning and Coordinating for High Profile and senior Visitors at leaderships level
- Assisting with planning the agenda of the visit
- Coordinating and facilitating end to end visit
- Meeting Coordinator: Maintaining Video Conference accounts exclusive for Leadership meets, checking availability and organizing various leadership meeting on regular basis
- Leaderships Weekly meeting - Collating the agenda list and circulating the MOM for the Leadership Meetings on weekly basis
- Maintaining records and confidentiality
- Ensure the availability of all and connectivity based on the locations
- Strategy Leadership Group: Coordinator of all the meeting involving the Strategic Leadership groups as well as finance and advisory group, maintaining sensitive meeting related records, controlling zoom calls, Meeting related recordings etc Ø Maintaining agreements and letter authorized by the CEO with confidentiality
- Maintaining up to date data file of the team and frequent contacts on behalf of the CEO
- Support the Leadership with projects and presentations as and when required
- Coordinate for managing various events for the team on behalf of CEO – like invitations for team lunch and dinner and offsite coordination with HR & Admin teams
- Executive Travel Arrangement: Liasoning with internal team and external sponsors and coordinators for – complete travel itinerary including but not limited to - Flight Booking, Local Transport arrangement, Accommodation, responsible for overall Domestic and International travel management
- Facilitating VISA appointments and necessary documentation required for VISA application for various Business Travels
- Coordinating and
- Communicating with contact point to ensure all the necessary arrangements are made for the Travel from the Pick point until the end of trip
- Accounts and Reports: Responsible for creating the Expense Reports, coordinating for the invoices with Hotels, Travel, etc
- Reconciling the invoices with the expense report and providing supporting invoices and submitting the report to the accounting team on monthly basis
- Checking for any charges on the credit cards and validate with the relevant invoice for settling purpose
- Validating report on behalf of CEO and also coordinating with
- Accounts Team in US for follow-up and/or discrepancy for accounts settlements
- Preparing monthly report and ensure submission on timely basis
- Extensively used Applications: G-suit, Google Calendar, Microsoft Office (Word, Excel, PowerPoint), PDF Expert, Zoom Video Conferences etc
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Executive Assistant to HOD
J P MORGAN
12.2015 - 03.2018
- Administrative Support provided to Commercial Bank Department, reporting to Head of Department, supporting all India Branches across Mumbai, Bangalore, Delhi
- Administrative Support: Point of contact between the HOD and internal / external clients
- Maintain calendars and scheduling appointments, Correspondence,
- Facilitating Meetings and Coordination, Coordinating with various groups like Dining and Facilities for arrangements during client visits
- Circulate agenda and
- MOM of the meetings
- Maintain Confidentiality
- Maintaining up to date data file of the immediate team and frequent contacts for the manager
- Support the manager with his projects and presentations
- Event management for the team – like cake cuttings, organize team lunch and dinner etc
- Prepare different MIS and reporting for HOD
- Travel Arrangement: Liasoning with Flight Booking, Can Booking, Hotel Arrangements, responsible for overall trip management
- Coordinating with various groups like travel booking team, car booking team, hotel booking help desk etc
- For any changing in the schedule
- Settling Account on Timely basic: Ensure that travel bills are submitted and settled under the right cost center within the deadline as per company policy
- Well versed in CONCUR system for settling expenses
- Responsible for approving or declining the Floor Accesses to relevant employees, stock of stationary, assets inventory, credit cards renewal etc
- Analytical and MIS Reports: Responsible for sending weekly business reports
- Collating data from all India Branches, and issuing the weekly report to the stakeholders in the agreed standard format
- Also maintain the leave database for the team to update their annual carry over leave post proper approval process.
Team Leader & Employee Engagement Manager
J P MORGAN
05.2013 - 11.2015
- Summary of Responsibilities: Report to Head of HRSD Department, supporting HR Shared Services (covering PAN India) -Administrative support provided to HOD
- MIS Reporting for HOD: Creating and managing various database for HRSD like – Rewards & Recognition, service awards, vendor payment reports,
- Budget report, Assets report, MIS Reports etc
- Validate various data related to HRSD PAN India
- Headcount report – responsible to track and maintain the updated report on monthly basis
- Also updating India Book
- Chaired various review meetings
- Six Sigma Certification: Successfully completed Six Sigma – Yellow Belt certification with the training and completing of process improvement projects
- Employee Engagement Manager: Designing annual activity calendar
- Delegate responsibilities
- Plan, coordinate and execute various events
- Quarterly
- Town hall
- Monthly rewards and recognition program, service awards distribution, coordinate with multimedia team arrangements
- Manage the entire flow of the event etc Ø Assets Inventory: Responsible for active and inactive assets of HRSD Dept., renewal or replacement of the expiring assets
- Coordinate with Tech and procurement team
- Also represented the department in W2W asset clean up and risk mitigation drive in 2014
- Vendor Management: Managing the contract staff on NEIM database with timely approvals, their floor access, application access
- Liaising with the legal, procurement, HRBP for renewal or termination of the contract agreements
- Negotiation: with various vendors and cracking the best deals for organizing various management and group events
- Social Events: Led the Fundoo committee – responsible for planning, organizing, and execution of various Fun Events
- Training Coordinator: To manage end to end training coordination – trainer’s availability, prepare report for grouping, blocking calendars, facilitate training materials and refreshments, maintain attendance report, and submit the feedback report at the end of session
- Projects: Support provided to the manager for global projects on (i) Year End calendar activities 2013 – 14 (ii) Multi-Year Strategy Planning Project –
- Supported the Functional Leaders with report tracking and collating
- Support provided during validating call tree reports and BCP resources list update
- Travel & Logistics Management: All international senior leaders and high profile inbound travel with overall responsibility of their visit in India.
Team Specialist- EMEA HR Transitions
J P MORGAN
02.2010 - 04.2013
- Payroll & Offboarding (HRSD), : Team Specialist in the EMEA Transitions Team a part of Payroll & Offboarding Team, supporting EMEA employees and stakeholders, and backup for Hong Kong too
- HR Service Delivery: As a part of Payroll & Offboarding Function, assisting all employee of EMEA location
- Liaising with the onsite managers, HR
- Business Partners, and the ER groups
- Processed sensitive cases like – Voluntary and involuntary terminations, Maternity, paternity and adoption cases, various Flexible work arrangements, Sabbatical Leaves etc
- Within the TAT and maintain the SLAs
- Been commended for being proactive and approachable and also for handling adhoc queries within critical timeline
- They also mentioned that they are now comfortable, confident for this strong partnership and great rapport
- Employee appreciation received for being patient and giving clear understanding of the calculation
- MIS
- Reports: Daily Activity reports, weekly and monthly updates and reports creating and issuing to the relevant groups
- Audits: Conducting internal audits as a part of risk assessment and managing any miss outs prior to the cut offs as a month end process
- Assessing month end critical requests received to avoid overpayments
- UAT Testing: Completed UAT testing for various system upgrades and automation plans with reports
- Assignments / Projects: contributed for bulk termination process for summer interns for the Hong Kong Location based on the cross-training support provided
- Learning of manual case processing and SAP inputs for Hong Kong Location
- Created one pager – process document helpful step by step processing guidelines and made it easy to refer and useful for new joiner for the Hong Kong Offboarding process
- Social: Led the Fundoo Committee responsible for organizing annual events and year end party.
HR Ops Team Member
J P MORGAN
03.2007 - 01.2010
- Supporting countries like - India, Australia, Japan & EMEA Ø Tier 1 Resolution of Employee Queries: One point of contact center for HR related queries
- Learned and contributed for varied countries and processes
- Onboarding: Assisting new hires with onboarding formalities along with documentations, technical issues on Onboarding portal
- Payroll: Responding to queries on salary components, discrepancy on calculations, understanding of tax Calculation, Form 16, various allowances and reimbursements, various policies like relocation, LTA, etc
- Benefits: PF contribution, calculation, Transfers & withdrawals, Housing assistance, Shares related,
- Hospitalization and insurance queries, Superannuation etc
- Employee data management: Personal data updation, Name correction and various data to be updated on the HR records
- Records Management/ Referencing: Reverting to queries from HRBPs on P-Files maintained for employee & provide various reference letter like Visa Application, Employment Verification queries etc
- Offboarding: Leaving the firm related all the formalities and documentation queries
- F&F Settlement related policy and procedures, recovery calculation clarity Ø Other Assignments: Call Monitoring, Case Auditing, Responsible for drafting policy updates on the intranet –for all counties handled
- Maintaining up to date Knowledgebase with current policy information
- Training sessions conducted for team with new policy and change in procedures
- Mentoring new joiners with training and buddying, assisting with various daily tracking reports and provided process improvement ideas along with implementation plans
- HR Applications Known: Payroll ESS - SAP, Oracle – profile, PeopleSoft (PS), Performance Management Center (PMC), Manager Connect (MC), Training
- Central, Pathlore, Time Sheet Database, Leave Database, Movement Database, Taleo, Answerkey, Lotus Notes, Outlook, Microsoft Office
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- PROFESSIONAL ACHEIVEMENTS WITH,
- End to End Client Gifting Process completed successfully – JPMorgan (CB) 2017, 18
- Appreciation Received for Volunteering in Philanthropy Events – JPMorgan (CB) 2016-17
- Awarded for going “Above & Beyond” for Employee Engagement Initiatives – JPMorgan (HRSD) 2015
- Appreciated for Project on Risk of Asset Management Across PAN India – JPMorgan (HRSD) 2014
- Awarded for completing UAT Testing for Answerkey – JPMorgan (HRSD) Q4 2010
- Awarded with “Out of the Blue – Creative Genius” Certificate for organizing Fundoo Events – JPMorgan (HRSD) 2009
- Recognized and Appreciated for completing the EMEA Onboarding Project – JPMorgan (AccessHR) 2009
- PRIOR WORKING EXPERIENCES
Process Officer
CITI BANK - CGSL
03.2005 - 03.2007
- International Credit Card Department for Citi Bank called as Sunshine
- Responsible for Inbound customer service along with up sales for customers of US
- Experienced mentoring at training sessions of the new joiners as well as call budding and training
- Commended for great customer service rapport with customers and maintaining consistent score on call quality during each monitored call
- Also, received appreciated from the US clients for maintaining high customer satisfaction and overall score on the call including maintaining TAT.
Customer Service Officer
HDFC BANK - HBLG
02.2004 - 03.2005
- Credit Cards Department for HDFC Bank
- Responsible for making outbound call and creating leads
- Checking eligibility of the customer and sending field executives for collecting documents
- Initial verification of customer documents and submission for processing
- Follow up until the credit card is issued
- Also provided floor support in absence of the Team Leader and also training with product information and mock calls to new joiners
Accounts Executive
J.R. Davda & Associates
05.2003 - 11.2003
- Executive in Accounting & Taxation Department in a CA Firm
- Responsible for requesting for documents, invoices and bills from the clients and make accounting entries and maintain records
- Worked on recording entries on the platform known as T-FAT
- Preparing ledger entries, P&L account and Balance Sheet for the clients
- Also support provided to the Audit Manager during client visit and physical audit at client’s office
- Responsible to maintaining the manual register for transactional entries of daily dealing by the manager.
Education
Bachelor of Commerce -
Mumbai University
02.2000 - 04.2003
Post Graduate Diploma - Human Resource Management
Welingkars Institute
01.2008 - 12.2008
Advance Diploma - Business Administration
Welingkars Institute
01.2010 - 12.2010
Skills
Advanced MS Office Suite
Employee training and development
Risk management
Expense reporting
Human Resources Management (HRM)
Project Management
Strategic planning
Business administration
Conference planning
Business writing
Report Development
Report analysis
Budgeting
Timeline
Executive Assistant
Egon Zehnder
11.2022 - 03.2023
Executive Assistant to the Managing Director
Owens Corning
06.2022 - 10.2022
Chief Operating Officer
Equity Firm
02.2022 - 05.2022
Executive Assistant to CEO
Wadhwani AI
09.2018 - 02.2022
Executive Assistant to HOD
J P MORGAN
12.2015 - 03.2018
Team Leader & Employee Engagement Manager
J P MORGAN
05.2013 - 11.2015
Team Specialist- EMEA HR Transitions
J P MORGAN
02.2010 - 04.2013
Advance Diploma - Business Administration
Welingkars Institute
01.2010 - 12.2010
Post Graduate Diploma - Human Resource Management
Welingkars Institute
01.2008 - 12.2008
HR Ops Team Member
J P MORGAN
03.2007 - 01.2010
Process Officer
CITI BANK - CGSL
03.2005 - 03.2007
Customer Service Officer
HDFC BANK - HBLG
02.2004 - 03.2005
Accounts Executive
J.R. Davda & Associates
05.2003 - 11.2003
Bachelor of Commerce -
Mumbai University
02.2000 - 04.2003