WORK EXPERIENCE

Sr HR executive ENVISION ESTATE PLANNING April 2023 - Present

Schedule appointments and prepare custom correspondence for clients and the attorney.

Write and distribute email, correspondence memos, letters, faxes and forms for clients.

Write cover page letters and arrange photoshoots for firm’s magazine.

Review, edit and prepare drafts of estate plans, deeds and trustees’ documents for final execution.

Review, edit, prepare and proof-read pre-bills and invoices for clients. Ensure client e-bills are sent out accurately and on time using Clio software.

Maintain firm’s Social Media account.

Manage the post-execution processes and creation of estate plan binders.

Opening new matters including conflict check and engagement letters.

Prepare and monitor office supplies and research advantageous deals.

Convert documents to e-files and maintain those with current estate plans and minor’s directives.

Develop and systematize digital client database for the attorney.

Clinical Trial Assistant

ICON Sep 2023 - April 2023

Maintained and organized trial-related documentation, ensuring compliance with regulatory standards and company procedures.

Supported the initiation of clinical trials by assisting in the preparation and submission of regulatory documents, ethics committee submissions, and other necessary approvals.

Liaise with clinical trial sites to facilitate the smooth running of trials, including the distribution of essential documents, tracking of site progress, and addressing site inquiries.

Assisted in the coordination and preparation for monitoring visits by clinical research associates (CRAs) or other relevant personnel, ensuring all required documents are available.

Facilitated the collection and reporting of safety information from clinical trial sites, adhering to regulatory requirements.

Assisted in tracking and managing the clinical trial budget by monitoring expenses, processing invoices, and ensuring cost-effectiveness.

Conducted quality checks on trial-related documents and processes to ensure accuracy, completeness, and compliance with regulatory standards.

Collaboration with Cross-Functional Teams: Work closely with cross-functional teams, including clinical operations, regulatory affairs, and data management, to ensure effective communication and coordination throughout the trial.

Maintained accurate and up-to-date records of all trial-related activities and communications.

Adherence to SOPs and Regulations: Ensure compliance with Standard Operating Procedures (SOPs) and regulatory requirements throughout the conduct of the clinical trial.

Lead Representative, LADOO GOPAL, USA 2018 - 2023

Answer queries and manage order requests via phone/chat/in-person.

Reviewed pending orders and specific customer requests to analyze, investigate and resolve customer logistical issues.

Maintained accounts payable and receivable.

Sent communication updates regarding customers’ orders.

Updated customer information on file and reviewed customer claims as necessary.

Set up production, managed deliveries and shipped baked products all over USA.

Managed business marketing and production.

Customer Sales Support, DELL, Canada 2006 – 2007

Troubleshooted escalated problems of customer orders and account status to help expedite blocked shipments.

Reviewed pending orders and specific customer requests to analyze, investigate and resolve customer logistical issues.

Provided Omni channel support (voice, email) – both inbound and outbound to customers in Canada.

Team Leader, FIDELITY INVESTMENTS, India 2005 - Oct 2005

Supported financial process for activation and fraud prevention services to financial institutions in USA.

Led team of 17 customer service specialists to deliver consistent output and meeting process deliverables. Key responsibilities included hiring, motivating, recognizing and rewarding, coaching, counselling, training and problem solving.

Interviewing the candidates to be selected

Assisted manager with development, analysis and implementation of staffing, training, scheduling, and reward/recognition programs.

Sr. Customer Care Leader, IBM Daksh, India 2000 - 2004

Subject Matter Expert on telecom voice customer handling query process with responsibility to train and update the team on process knowledge.

Maintained a positive, empathetic, and professional attitude towards customers at all times.

Provided excellent customer service, negotiation, and interpersonal skills, to help improve customer retention.

Created weekly performance reports for the team to ensure process metrics are met consistently and any team members not meeting goals are provided support to come up to speed.

IBM 2005

Adaptability

Expert in coaching the selected team members in adaptability skill to fit the team.

Employee relationship skills, conflict resolution, active listening team leader

Communication expert team leader

EDUCATION

1) TUI University, Cypress CA, USA – MBA in HR

2) Delhi University, India, Bachelors in Commerce

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