Jigisha

6 Years of Experience in Industry as an Executive Assistant. Knowledge of Salesforce, CRM, CMS, ZOHO Software. Strong in follow-ups and well versed in MS-OFFICE skills. I am looking for a growth, long-term association with a company that values a methodical approach to integration.

I thrive in environments that offer a dedicated window to understand their management and internal processes. This allows me to align my knowledge and experience effectively with the company’s goals, ensuring a seamless transition and long-term success for both myself and the organization.

Motivated to learn, grow and excel in New

Industry.

EXPERIENCE

LODHA CAPITAL MARKETS LIMITED ( LODHA & CO LLP) August 2025 – August 2026 | Mumbai

EXECUTIVE ASSISTANT

Calendar Management: Manage the executives’ calendar, schedule meetings, and arrange appointments.

Meetings: Acting as the primary point of contact for external stakeholders, client meetings, Conference meetings and Board meetings.

Travel Management & Logistics: Handling end-to-end travel arrangements (Visas, Flight Bookings, Forex & Accommodation) and creating detailed itineraries.

Personal Assistance: Bookings & Travel, Personal Payments, Healthcare Appointments, Dining & Sports reservations

Confidentiality: Processing partner expenses and tracking & reclaiming reimbursements of Partners.

Cross-Office Liaison: Acted as the key liaison between Head Office, the Mumbai branch, and group entities to align daily operations.

Healthcare & Insurance Management: Spearheaded end-to-end planned cashless hospitalization and pre-authorization workflows. | TPA & Insurance Pre-Authorization | Medical Claims Management.

Financial Oversight: Itemized Invoice Auditing | Cost Estimation & Variance Analysis | Out-of-Pocket Risk Mitigation | Regulatory & Policy Compliance Documentation.

Security & Surveillance: Supervised office surveillance systems, managing 7–10 security cameras to ensure comprehensive premises monitoring, and workplace safety compliance..

ADMIN HEAD & OFFICE MANAGEMENT

Office Supplies: Purchase of office supplies, pantry stock, and hardware, Ad-hoc Support: Assisting with printing, couriers, and administrative overflows & IT.

Team Assistant: Document Support, Clients & Teams lunch, Birthday & Farewell organization.

Vendor Management: Flights, Trains & Cabs (Inter City Travel), Stationary, Cleaning Staff & Courier Service.

Finance: Managed office budgets, petty cash, and ensuring cost-efficiency in daily operations.

Courier & Logistics Support: Managing outgoing high-priority couriers. Invoice Processing & Documentation.

Document & Billing: Invoice Approvals & Archiving. Maintained a systematic digital and physical filing system for administrative documents.

Asset Management: Maintaining a log of company hardware, VC/TV, laptops, printers.

HR COORDINATION

Interview Coordination: Coordinating between the Partners for interviews.

Employee Records (Onboarding & Off boarding): Managed end-to-end employee documentation—from collecting Onboarding credentials to obtaining Executive Signatures on, and issuing official Relieving Letters & NDA.

Cheque & Salary Slip Disbursement: Physical distribution of salary slips, reimbursements cheques for Employees/Interns, Clients, Vendors maintaining strict confidentiality.

Clearance Coordination: Ensuring the employee returns all firm Assets before the final documents are released.

Planned Sabbatical & Professional Enhancement: 2023 – 2025

Balanced personal commitments with structured upskilling through a dedicated course in Management Information Systems (MIS).

AJANTA FASHIONS (STYLE JUNKIIE) 2022 – 2023 | Mumbai, India

Executive Assistant

Calendar & Schedule Alignment: Organize meetings, Bookings, Healthcare Appointments

Managed Travel and Accommodation arrangements

Executive & Internal Communications: Format information for internal and external communication - memos, emails, reports (Designers, Stylists, Merchandiser, Store Manager, Customer Services Manager)

Finance & Disbursement Control: Oversaw financial transactions, personal bill payments, reimbursements and expense tracking with complete confidentiality.

Personal & Family Assistance: Handled family errands—with complete discretion. Managed the planning and execution of executive functions, dinners, and private events from concept to vendor coordination.

Planned Career Break | COVID-19 Second Wave Period 2021 – 2022

LODHA VENTURES- MULTILIVING TECHNOLOGIES PVT LTD 2020 – 2021 | Mumbai, India

Associate COCE/CRM Executive, Documentation & Collections

Legal & Regulatory Compliance: Managed end-to-end customer registration for Leave & License rental agreements on official government portals and drafted service agreements.

Pan-India Biometric Logistics: Scheduled and coordinated biometric verification processes for clients across India to facilitate seamless agreement execution.

Documentation & NRI Client Management: Handled Non-Resident Indian (NRI) clients, serving as the primary point of contact for POA documentation, transaction coordination, and relationship management.

Confidential Data & CRM Operations: Utilized Zoho CRM, CMS, and Accounting software to manage sensitive customer profiles, maintain data integrity.

Generated leads and strong in follow-ups.

Accounts Receivable & Invoicing: Directed invoice-related communications, resolved billing queries, and managed collections on past-due accounts.

TRUCKOLA TECHNOLOGIES PVT LTD 2017 – 2018 | Mumbai, India

Executive Assistant & Process Co-Ordinator Arranged travel and accommodation. Calendar Management.

Arranged Meetings with Clients

Responding to emails and correspondence to facilitate communication and enhance business process. Knowledge of Salesforce Software.

GEEBEE EDUCATION PVT LTD 2015 – 2016 | Mumbai, India

Front Desk Executive

Greeting and Reception: Welcoming visitors, clients, and guests in a friendly and professional manner, setting a positive first impression.

Phone Management: Answering and routing phone calls, taking messages, and ensuring timely communication. Administrative Support: Managing schedules, organizing files, maintaining records, and preparing documents. Customer Service: Providing excellent customer service, addressing inquiries, and resolving concerns.

Communication: Communicating effectively with internal and external stakeholders.

EDUCATION

Diploma in Executive Assistant -Davar's College of Commerce 2026 | Mumbai, India

Bachelor's of Commerce - Jai Hind College 2017 | Mumbai, India

H.S.C - Sydenham College of Commerce & Economics 2014 | Mumbai, India

S.S.C - Mumbai Board 2012 | Mumbai, India