Kumar Shiv Manglam Malhotra

• A team player, willing to lead or follow, eager to learn and is self-motivated. Enthusiastic and personable, my passion is to contribute, support, and make a difference.

• I present strong ability to demonstrate level of initiative and judgement to organize and prioritize tasks, workloads and projects.

• Multi-tasked as an executive assistant and banking advisor assisting a team of five senior investment advisors in managing their calendars, meetings, daily client requests, emails etc.

• Assisted clients virtually and in-person and arranged more than 35 meetings every week with branch managers, investment advisors and inquiries on their investment accounts

• Assisted with daily administrative tasks such as developing at minimum six communications such as letters, client/external communication, internal communications and important staff messages daily; managed client/ advisor accounts by preparing10-12 document packages for DocuSign everyday

• Proactively stayed informed and up-to-date regarding Company policies and procedures and compliance updates; send them to the advisors and booked time for review in their calendar weekly

• Maintained and built sustainable and trustworthy relationships with all stakeholders through open and interactive communication; handled different clients and their requests by answering 30-40 calls daily

• College Diploma in Hospitality and Tourism Administration and Management