05 Nov
|
MVN Financial Advisors Private
|
Noida
05 Nov
MVN Financial Advisors Private
Noida
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.
- Coordinate with leads and understand their basic business and financial requirements.
- Arrange direct calls, appointments, and meetings between prospective clients and the Director/Manager.
- Maintain regular follow-ups with leads and ensure proper communication.
- Accompany the Director/Manager to client meetings, business meetings, and other official engagements whenever required.
- Assist the Director/Manager during meetings and coordinate with clients.
- Manage daily schedules, meeting timings, and appointment reminders.
- Maintain lead records, contact details, and follow-up updates.
- Handle basic administrative and coordination tasks as assigned.
- Ensure smooth communication between clients, the Director/Manager, and the internal team.
Eligibility & Requirements· Education: Minimum 12th Pass
· Age: 19 to 35 years
· Language: Valuable 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
📌 Personal Assistant (Noida)
🏢 MVN Financial Advisors Private
📍 Noida