Finance & Accounts Coordination: Liaise with the Finance & Accounts team to track promoter-related financial matters, budgets, MIS reports, and investment/fund documentation. Support compilation of financial summaries and analyses for promoter review and decision-making.
KPI- Accuracy and timeliness of financial data/MIS compiled, effectiveness of coordination with the Finance & Accounts team
Agenda Planning & Circulation: Draft structured meeting agendas in consultation with promoters. Identify key discussion points, decisions required, and time allocations. Circulate agendas in advance.
Strategic Support and Execution: Assist in process optimisation, industry research, and provide analytical support for decision making wherever required.
KPI--Process optimisation, efficiency improvement and effective decision making
Communication Management: Serve as the primary liaison between the promoter and stakeholders,
including internal teams and external partners. Draft minutes, reports, presentations, and correspondence.
KPI--Response time, clarity of communication, stakeholder satisfaction
Action Item Tracking & Follow-ups: Maintain a tracker of action points arising from promoter meetings. Follow up with respective promoters or teams for progress and closure.
KPI-Action item closure rate
Confidentiality & Compliance: Handle sensitive business matters with absolute discretion, ensuring confidentiality and compliance with company policies.
KPI-Compliance adherence, security and confidentiality management
Promoter Communication & Liaison: Act as a neutral coordination interface among promoters for meeting-related communication, reminders, and clarifications.