Job Purpose The intern will work directly with the CEO and get exposure to business strategy, finance, operations, sales, marketing, research and founder-level decision making.

Roles & Responsibilities

- Assist the CEO in day-to-day business and strategic activities.
- Prepare PowerPoint presentations, business reports, dashboards and MIS for internal and external meetings.
- Conduct market, competitor, insurance industry and business research.
- Support the CEO in financial analysis, revenue tracking, projections and business planning.
- Prepare and maintain business data, trackers and follow-up reports.
- Coordinate with internal teams and ensure timely execution of tasks assigned by the CEO.
- Follow up with team members, partners and stakeholders on behalf of the CEO.
- Assist in preparing meeting agendas, minutes, action points and follow-ups.
- Create professional and visually appealing presentations and creatives using Canva.
- Assist in preparing business proposals, strategy documents and client/partner presentations.
- Support sales and business development initiatives whenever required.
- Participate in brainstorming sessions and contribute ideas with a strong business perspective.
- Track important industry developments, particularly in the insurance and financial services sector.
- Assist in planning and execution of meetings, events, travel and business activities.
- Be available to travel with the CEO/business team whenever required.
- Handle confidential business information with complete discretion.
- Take up ad-hoc assignments and get things done without requiring constant supervision.

Candidate Criteria

I would keep the criteria quite clear and slightly demanding:




- Graduate / pursuing graduation in BBA, B.Com, Finance, Economics, Management or a related field.
- Strong interest in Finance, Business, Entrepreneurship and the Insurance Industry.
- Excellent verbal and written communication skills.
- Valuable command over PowerPoint and Excel.
- Strong proficiency in Canva and ability to create professional presentations.
- Good business acumen and ability to understand the why behind a task.
- Strong analytical and research skills.
- Comfortable working with numbers, data and financial information.
- Highly organised with excellent follow-up and execution skills.
- Comfortable working in a fast-paced, energetic startup environment.
- Should be willing to travel whenever required.
- Should be proactive, energetic and comfortable being “on their toes”.
- Should be able to handle multiple priorities and tight deadlines.
- Should be comfortable working directly with the CEO and senior leadership.
- High ownership and learning mindset — someone who figures things out rather than waiting for instructions.
- Prior internship/project experience in finance, consulting, startups, business development or management would be an advantage.

What I would specifically look for For this role, don't hire primarily on academic qualifications. I'd look for these 6 traits:

Hunger > Communication > Business Acumen > Execution > Presentation Skills > Finance Interest The ideal candidate should be someone who can be given a task at 10 AM, figure out what needs to be done, speak to the relevant people, research if required, make a presentation, and come back with the output by evening, without needing to be chased.

📌 Executive Assistant (Ahmedabad)
🏢 The Insurance Bar
📍 Ahmedabad