Monalisa Joseph
Auckland
Summary
Experienced in Access Strategies, Corporate Access Execution, and MiFID II compliance. Skilled in managing statistics calendars across multiple time zones. Proficient in travel scheduling, booking, and event budgeting. Thrives in complex environments and excels at collaborating and effectively communicating with individuals from diverse backgrounds and job functions.
Overview
14
14
years of professional experience
4
4
years of post-secondary education
Work History
Operations Personnel-Manager
Citigroup Global Markets India Pvt. Ltd.
07.2024 - 02.2025
- Working on Corporate Access Statistics and Data Analysis
- Working with various divisions sharing experience and services to help improve service delivery, driving improvements through enhanced procedures and developing individuals
- Covering roadshows (Deal and Non-Deal), conferences and trips, advising Investor Relations and supporting all Corporate Access products that initiate or come through EMEA
- Optimized workforce planning efforts through data-driven forecasting and strategic resource allocation.
Business Analyst - Non Tech - Senior
Citigroup Global Markets India Pvt. Ltd.
06.2024 - Current
- Expense management: Responsible to process expenses of a select group of users across Research Offices globally and ensuring correct and timely expense settlement
- Invoice Processing: Responsible for part/end to end processing of invoices across Research globally which includes creating and submitting procurement request (PR) in P2P for approval, processing purchase orders (PO), coordinating with suppliers for order matching and ensuring timely invoice settlement with suppliers
- Management Reports: Helping the team head in generating regular management reports for tracking metrics such as team utilization, expense volumes processed, invoice volumes processed, processing time, turnaround time (TAT) etc
- Developing manuals and workflows of all processes and sub across regions to enable error free and timely expense and invoice processing as well as swifter transition when required
Operation and Customer Service Senior Executive
Indus Travels
08.2021 - 07.2022
- Company Overview: Canada
- Working on Reservation and Sales for North, Central & South America along with River cruise booking in Europe
- Working with B2C & B2B Market of US & Canada
- Coordinating with Suppliers(Vendors) and Customers for smooth functioning for operations
- Canada
Senior Employee Resource Centre Associate
Amazon India Pvt Ltd.
02.2021 - 08.2021
- Receive & log all queries received through phone & email in Panorama / Trouble Ticketing tool
- Responding to inquiries regarding policies and programs including benefits, attendance, payroll deductions, etc
- Adhere to defined processes and ensure delivery in accordance with set quality standards
- Thorough knowledge of policies & processes for multiple Customers group
- Ensure the Service level are achieved at all times for HRS processes
- Integrity and discretion in dealing with sensitive information and ensure data privacy at all times
- Take ownership for query resolution and individual metrics
Senior Reservation Executive
AOT INBOUND PVT LTD.
09.2015 - 06.2020
- Handling Reservation and Sales for destination like Australia, New Zealand and Fiji
- Worked in B2B Market developing Agent Relationship and Revenue
- Coordinating with Suppliers in Australia as well as Agents in India for smooth functioning for operations
- Maintaining Supplier and Agent Relationships which is the most beneficiary role in a business
- Learning new products and systems and training colleagues on the same to apply the same at work place
- Checking on travel schedule and maintaining booking accordingly with Calendar Management
- Payment collection from Agents before deadlines
- Giving Product training to Agents and Colleagues for better selling and agent Development
Senior Marketing Executive
Blue Square Consultant under Ezeego1
10.2014 - 09.2015
- Handling Reservation and Sales for destination like Maldives and Kenya
- Working on Marketing strategies
- Working on Cold Calls and meeting agent to promote the destination
- Working on emailers for marketing destinations among agents
Room Service Order Taker
Oryx Rotana Doha
08.2013 - 09.2014
- Company Overview: Qatar
- Precise and accurate order Taking
- Maintaining Cash balance and Cash Drawer for the shift
- Inventory Management and stocking up Inventory for next shift
- Also had an opportunity to cross train in Marketing Department for 6months with a certificate of successful completion
- Qatar
Marketing Executive
ICFAI University
10.2012 - 08.2013
- Identified target audiences to match demographics and optimize results
- Completed quarterly targets
- Coordinated and participated in promotional activities and trade shows
Team Leader in Food & Beverage
The Park Hotel Hyderabad
06.2011 - 09.2012
- Handled guest complaints and offered complimentary services to maintain high guest satisfaction rates
- Greeted and assisted guests by gathering information pertaining to reservations or requests
- Established internal databases and record management systems to enhance accuracy and integrity of all documentation and data
- Participated in opening and closing procedures by prepping inventory sheets, balancing inventory to cash and closing out point-of-sale systems
- Answered telephone calls and emails per to assist customers in making reservations
Education
Post Graduate Diploma - Business Management, Marketing Management
Narsee Monjee Institute of Management Studies (NMIMS)
Mumbai 04.2020 - 01.2022
Bachelors of Science in Hospitality Administration - Hospitality Management
Institute of Hotel Management
Mumbai 04.2008 - 01.2011
Skills
- Statistics
- Sales & Marketing
- Reservations
- Office Administration
- Supervisory
- Training
- Contracting
- Travel Booking
- Problem-solving
- Analytical thinking
- Data analysis
- Multitasking and organization
Websites
Timeline
Operations Personnel-Manager
Citigroup Global Markets India Pvt. Ltd.
07.2024 - 02.2025
Business Analyst - Non Tech - Senior
Citigroup Global Markets India Pvt. Ltd.
06.2024 - Current
Operation and Customer Service Senior Executive
Indus Travels
08.2021 - 07.2022
Senior Employee Resource Centre Associate
Amazon India Pvt Ltd.
02.2021 - 08.2021
Post Graduate Diploma - Business Management, Marketing Management
Narsee Monjee Institute of Management Studies (NMIMS)
04.2020 - 01.2022
Senior Reservation Executive
AOT INBOUND PVT LTD.
09.2015 - 06.2020
Senior Marketing Executive
Blue Square Consultant under Ezeego1
10.2014 - 09.2015
Room Service Order Taker
Oryx Rotana Doha
08.2013 - 09.2014
Marketing Executive
ICFAI University
10.2012 - 08.2013
Team Leader in Food & Beverage
The Park Hotel Hyderabad
06.2011 - 09.2012
Bachelors of Science in Hospitality Administration - Hospitality Management
Institute of Hotel Management
04.2008 - 01.2011
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