Personal Assistant

Job OverviewWe are looking for a smart, confident, and well-communicated Personal Assistant (PA) to assist the Director/Manager with daily activities, lead coordination, client communication, and meeting arrangements. The candidate will contact prospective leads, understand their basic requirements, schedule direct calls and meetings with the Director/Manager, and accompany him to client meetings whenever required. The candidate must be comfortable working from the office as well as travelling with the Director/Manager in the car for client meetings and business-related engagements.

Key Responsibilities1.      Make outbound calls to prospective leads and introduce the company's financial services.

2.      Coordinate with leads and understand their basic business and financial requirements.

3.      Arrange direct calls, appointments, and meetings between prospective clients and the Director/Manager.

4.      Maintain regular follow-ups with leads and ensure proper communication.

5.      Accompany the Director/Manager to client meetings, business meetings, and other official engagements whenever required.

6.      Assist the Director/Manager during meetings and coordinate with clients.

7.      Manage daily schedules, meeting timings, and appointment reminders.

8.      Maintain lead records, contact details, and follow-up updates.

9.      Handle basic administrative and coordination tasks as assigned.

10.   Ensure smooth communication between clients, the Director/Manager, and the internal team.

Eligibility & Requirements·      Education: Minimum 12th Pass

·      Age: 19 to 35 years

·      Language: Good verbal communication skills in both Hindi and English

·      Communication: Confident, presentable, polite, and comfortable speaking with business clients

·      Location Preference: Candidates residing in or around Noida will be preferred

·      Mobility: Must be comfortable travelling with the Director/Manager for client meetings and business engagements

·      Availability: Must be comfortable working both from the office and accompanying the Director/Manager outside the office

Ideal Candidate Profile·      Well-organised and responsible.

·      Confident in handling client conversations.

·      Comfortable with calling and lead follow-ups.

·      Flexible with office work and outside meetings.

·      Punctual, trustworthy, and professional.

Capable of coordinating directly with senior management