Neha Naik
Personal Secretary
Mumbai
Summary
Detail-oriented Executive Secretary provides comprehensive administrative support to C+ level team. Adept at managing calendars, preparing reports and coordinating meetings. Demonstrates excellent customer service, problem-solving, and communication skills with focus on optimizing processes and supporting team objectives.
Overview
8
8
years of professional experience
Work History
Personal Assistant to the Chief Product Officer
Aditya Birla Fashion And Retail Limited
06.2023 - Current
- Calendar Management: Schedule and manage the CPO’s appointments, meetings, and events, ensuring that they are well-prepared for each engagement. Oversaw personal and professional calendars and coordinated appointments for future events.
- Assisting the CPO daily in the execution of his duties. Managing his agenda ensuring effective arrangements of meeting with internal & external team (third parties). Providing the Director with all necessary background information for effective meeting participation.
- Travel Logistics: Plan and organize the CPO’s & teams travel, including booking flights, hotels, transportation, and handling visas if required.
- Email & Communication Management: Filter and respond to emails and phone calls on behalf of the CPO, handling routine communication and escalating important matters.
- Document Preparation: Assisted in the preparation of presentations and reports and documents for internal and external meetings. Ensure that all materials are ready and accessible.
- Meeting Coordination and Administrative Support: Provided professional administrative support during board meetings, including agenda preparation and minute-taking duties.
- Liaison Between Departments: Served as a liaison between departments to facilitate effective communication throughout the company.
- Organizational and Communication Skills: Ability to juggle multiple tasks, deadlines, and priorities. Strong verbal and written communication for both internal and external stakeholders. Ability to anticipate needs, resolve scheduling conflicts, and handle issues proactively.
- Proficient with Microsoft Outlook, word, excel and other virtual meeting platforms.
- Contributed to budget management by tracking expenditures and identifying cost-saving opportunities.
- Displayed absolute discretion at handling confidential information.
- Help the CPO set up Range Presentations for the complete Ex-com team & other teams.
Executive Secretariat to Board of Directors (Executive Committee)
Safety Appliances Manufacturers Association (SAMA)
11.2021 - 6 2023
- Administrative support and assistance to all the Executive Committee Members for smooth working of the Association
- Add new members to the Association, ensure timely AMC collections, PAN India Chapter formation
- Draft letters on behalf of Association to the Ministry/ BIS as per Technical Head instructions, other clerical support including invoices and memos
- Coordinating with Executive Committee Members on monthly basis and providing them support in implementation of their projects
- Control & administer various SAMA groups on WhatsApp & other social media like Twitter, Facebook, etc
- Serving as main point of service
- Active participation and representation on behalf of SAMA at various Summit and Expo (OSH India/ NSC / DISH)
- Schedule, plan and execute quarterly Executive Committee meetings PAN India along with Travel Management and take notes and prepare MOM
- Maintaining an update of SAMA members records (contacts, statutory info, etc.)
- Maintaining documents and records for audit purposes & an update of the organization's bylaws.
Executive Assistant to Head-Products and Solution & Co-Founder of the company
Sanctum Wealth Management Pvt. Ltd
04.2019 - 06.2020
- Calendar Management: Up-to-date calendar to ensure effective daily schedules in regard to meetings, events, travel
- Collating data of the existing & new clients w.r.t meetings & ongoing assignments from team getting the same updated on the company database
- Daily communications within the team on appointments, pending tasks status of on-going projects, completed projects
- Admin support & Technical support as and when required to the Head & team
- Travel Management: Domestic & International travel planning for his both his Official as well as Personal travels (Tickets, Visa processing, Hotel & cab bookings) Other admin related work: Reimbursements, claims submission, assisting the team with travel reimbursements, Business Developments activities
- Personal work inclusive of dealing with his respective RM’s for his financial/investment data
- Helping the marketing team with events organized Pan India & across the globe.
Executive Assistant (Secretary to Valuation Partners)
BDO India LLP
09.2017 - 04.2019
- Creation of client deals for all the new assignments undertaken by the team end-to-end support to the team & Preparing of billing reports such as invoice raised, collection, pending payments, reimbursements, etc
- Calendar & diary management of Partners & Directors, setting up meetings with new clients/ prospects, seminars at office premises or client place
- Helping the team members with detailed Travel itineraries in regard to assignments at various BDO India offices across the globe, processing Empanelment with various banking intuitions
- Guided research with the help of team members for business development activities
- All other admin & technical support work that the team might require during the course of execution of assignment.
Customer Care Executive (Operations)
Tata Capital Housing Finance Ltd (Under payroll of sister company - TBSS)
04.2016 - 09.2017
- Working in customer support team and was assigned with duties towards sharing FC statement & queries solving as when raised by clients which involved series of events in retaining customers & helping them with desired solution ensuring customer centricity & company’s welfare and maintaining repo with client while assisting them.
Education
Graduate (Commerce) -
Prahladrai Dalmia College of Commerce & Economics, Mumbai University
MBA - Sales And Marketing Education
D Y Patil University
Mumbai 04.2001 -
Skills
Calendar Management
Strong Communication Skills
Time Management
Administrative Support
Travel Management
Expense Management
Stakeholder assistance
Compatible with any other duties towards main objective
Personal Information
- Date of Birth: 08/19/92
- Gender: Female
- Nationality: Indian
- Marital Status: Married
Languages
English, Hindi & Marathi
Disclaimer
I hereby declare that the above-mentioned information is correct up to my knowledge and I bear the responsibility for the correctness of the above mentioned.
Timeline
Personal Assistant to the Chief Product Officer
Aditya Birla Fashion And Retail Limited
06.2023 - Current
Executive Secretariat to Board of Directors (Executive Committee)
Safety Appliances Manufacturers Association (SAMA)
11.2021 - 6 2023
Executive Assistant to Head-Products and Solution & Co-Founder of the company
Sanctum Wealth Management Pvt. Ltd
04.2019 - 06.2020
Executive Assistant (Secretary to Valuation Partners)
BDO India LLP
09.2017 - 04.2019
Customer Care Executive (Operations)
Tata Capital Housing Finance Ltd (Under payroll of sister company - TBSS)
04.2016 - 09.2017
MBA - Sales And Marketing Education
D Y Patil University
04.2001 -
Graduate (Commerce) -
Prahladrai Dalmia College of Commerce & Economics, Mumbai University