MAHESH C. PATEL

(Res. Address) Sunrise Residency, Flat No.101, B Wing, 1st Floor, Near Narayan Nagar, Titwala(East), 421605

Cell No. 865-***-**** / Email: adsa5b@r.postjobfree.com Seeking senior level assignments in Secretarial Operations with an organization of repute

SYNOPSIS

A result oriented professional with over 30 years’ of experience in secretarial operations

Worked with KPMG as Senior Secretary for 2 Partner’s and 1 Executive Director besides handled a team of 20 members in the M&A, PE & Advisory Practice

Proficient in handling day-to-day activities in co-ordination with internal/external departments for smooth business operations.

Demonstrated skills in relationship management coupled with expertise in handling top & confidential correspondence with clients.

Well versed with shorthand and typewriting.

Strong analytical, problem solving & organizational abilities. Possess a flexible & detail oriented attitude.

ORGANISATIONAL EXPERIENCE

Worked with KPMG as Senior Secretary from 23rd July, 2018 – 11th July, 2020 assisting 2 Partner’s and 1 Executive Director

PriceWaterhouseCoopers Pvt. Ltd., Chartered

Accountants

Executive Assistant

to Partner

Apr 23, 2007 –

July 20, 2018

RSM & Co., Chartered Accountants Secretary to Partner Feb 2001 – Apr 2007

PRV Raghavan & Co., Chartered Accountants Executive Secretary to Proprietor

Jan 1999 – Jan

2001

Coopers & Lybrand, Chartered Accountants, Shah &

Nahar Industrial Estate, Mumbai

Executive Secretary

to Tax Director

May 1996 – Dec,

1998

Pricewaterhouse, Chartered Accountants, Raheja

Chambers, Mumbai

Secretary to Partner Jan 1993 – April

1996

M.P.Makhija & Associates, Advocates & Chartered

Accountants, Mumbai

Stenographer Jan 1990 – Dec

1992

AREAS OF EXPERTISE

Computer Course Advance Excel

To pull out details of Debtor’s Report, Collection Report and WIP Report on a weekly basis using Partner’s user ID and password from Precision or Oracle database and post that first of all to discuss about the same with Director, Associate Director, Sr. Manager, Manager and other team mates and finally to show the hard copy of the same to the concerned Partner

To prepare Project and Task code once a new client engagement is received

Organizing various functions and meetings

Taking minutes at meetings

Answering, screening & making telephone calls on behalf of executive staff

Prioritizing incoming correspondence, including letters, memos and emails

Filtering requests for appointments & arranging internal and external meetings and conference calls

Providing support to meetings including minutes and follow-up actions

Typing letters, reports, presentations and other documents

Coordinating filing and general administrative working for executive staff.

Taking shorthand dictation

Setting up and coordinating appointments

To book international air ticket for the concerned Partner through Yatra or Makemytrip.com

To arrange forex for the concerned Partner through Yatra or Makemytrip.com

To forward the concerned Partner soft copy as well as hard copy of the international air tickets along with agenda for the meeting [To handover hardcopy of overseas detailed itinerary to the concerned Partner]

To book an overseas hotel accommodation for the Partner

Domestic air ticket booking for the Partner, cab booking and doing the web check in for the Partner

Organizing hotel reservation / airport pick-ups for overseas suppliers

Maintaining & updating customer data of all sales executives, sales supervisors

Administering records of all incoming/outgoing faxes, calls, etc.

Managing invoices on the client through JMS after collating information from various departments for the time spent on a particular client

Relationship management with the client regarding payment of the invoice

Sending updates to the client regarding payment of the invoice

Sending updates to the client on Tax & Business Advisory, Direct & Indirect Tax, FEMA, Circulars / Notifications, CBDT Circulars / Notifications, Foreign Direct Investments, RBI Circulars / Notifications, Newsflash etc.

Establishing a filing system

Fixing appointment for the Boss after coordinating with the client

Preparing presentation for the client

To forward Budget highlights, Diwali Greetings Christmas and New Year Greetings to the clients on behalf of the Partner from the Partner’s desktop [soft copy as well as hard copy]

Whenever the Partner meets some new client, to enter the new client details in the Contact Management Database (CMD) software

Post raising the invoice on the client and after 1 month to contact the client regarding payment of the invoice, if the invoice payment is outstanding ACCOMPLISHMENT ACROSS CARRER

Raising the invoices on the clients after going through the Job Arrangement Letter

Liaising with the clients on behalf of the organization regarding payments of the invoices and sending reminders to the clients

ACADEMIA

Diploma in Personal Executive Davar’s College 2005 Assistant Course

B.Com R.K.Talreja College, Ulhasnagar 1993

Mumbai University

PROFESSIONAL QUALIFICATIONS

Hindi Typing 40 w.p.m. Shree Commercial Institute, Shahad 1993 Marathi Typing 30 w.p.m. Shree Commercial Institute, Shahad 1992 Shorthand @ 60 w.p.m. Kumar Commercial Institute, Shahad 1988 Shorthand @ 80 w.p.m. Kumar Commercial Institute, Ulhasnagar 1989 Shorthand @ 100 w.p.m. Kumar Commercial Institute, Ulhasnagar 1990 English @ 30 w.p.m. Kumar Commercial Institute, Ulhasnagar 1988 English @ 40 w.p.m. Kumar Commercial Institute, Ulhasnagar 1988 English @ 50 w.p.m. Kumar Commercial Institute, Ulhasnagar 1989 PERSONAL DETAILS

Date of Birth : 12th November, 1971

Location Preference : Mumbai

Current CTC : Rs. 9 Lacs

Expected CTC :

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