Summary
Overview
Work History
Education
Skills
Timeline
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Dimple Kishore Kapadia

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
  • PageC V-Di mple Kapadia

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
  • 3 | PageC V-Di mple Kapadia
  • 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

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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

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Dimple Kishore KapadiaC-Suite Management