Neha Thakur
@nehathakur1
I coordinate executive operations, client communications, bookkeeping, payroll, and remote-team workflows across financial services.
IndiaWhat I'm looking for
At Pure Private Wealth, I manage executive calendars, client appointments, daily operations, task tracking, bookkeeping, payroll, and CRM workflows using ClickUp, Connecteam, HubSpot, GoHighLevel, QuickBooks, and Xero.
Previously, I supported branch operations and customer service at IndusInd Bank and managed client portfolios and financial consultations at Kotak Mahindra Bank. I’ve coordinated 20+ client meetings weekly, strengthened client relationships, streamlined workflows, and supported onboarding, reporting, presentations, and documentation.
Experience
Work history, roles, and key accomplishments
Virtual Assistant
Pure Private Wealth
Jan 2024 - Present (2 years 7 months)
Manage executive calendars, meetings, and client appointments for senior leadership. Coordinate daily operations and task tracking using ClickUp and Connecteam, handle client communications, and support bookkeeping and payroll activities.
Service Delivery Manager
IndusInd Bank
Jan 2023 - Dec 2024 (1 year 11 months)
Managed branch operations and customer service delivery, built client relationships, supported cash management and transaction processing, identified cross-selling opportunities, and ensured compliance with banking procedures.
Business Relationship Manager
Kotak Mahindra Bank
Jan 2022 - Dec 2023 (1 year 11 months)
Acquired and managed client relationships across diverse customer segments, handled portfolio management and financial consultations, delivered tailored banking solutions to high-net-worth individuals, and increased customer engagement through proactive outreach.
Education
Degrees, certifications, and relevant coursework
Gujarat Technological University
Master of Business Administration, Business Administration
Grade: 9.04 CPI
Pursued a Master of Business Administration (MBA) with a GPA equivalent of 9.04 CPI.
Jai Narayan Vyas University
Bachelor of Commerce, Commerce
Completed a Bachelor of Commerce (B.Com) degree.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
Skills
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