1. Manage executive calendars, schedule appointments, and coordinate meetings.
2. Prepare and organize materials for meetings, presentations, and reports.
3. Handle travel arrangements, accommodations, and itineraries for executives.
4. Screen and prioritize communications, including phone calls, emails, and messages.
5. Draft correspondence, memos, and other documents as needed.
B. Client relations:
1. Serve as the primary point of contact for key clients, maintaining strong relationships.
2. Address client inquiries and concerns, providing timely and effective solutions.
3. Schedule client meetings, follow up on action items, and ensure client satisfaction.
4. Collaborate with the sales and customer service teams to address client needs and ensure high levels of service delivery.
5. Prepare and manage client proposals, contracts, and other documentation.
6. Assist in organizing client events, webinars, and other engagement activities.
C. Administrative support:
1. Maintain organized filing systems and ensure that documents and records are properly managed.
2. Monitor project timelines and ensure deadlines are met.
3. Handle confidential information with discretion and professionalism.
4. Assist in preparation of budgets and manage expense reports.
Launchpad Fintech Private Limited is a technology-based startup that provides solutions in the wealth management space through the use of technology as a medium. Essentially, our brand, BondsIndia, acts under the fintech domain to serve its clients for their wealth management and advisory needs more specifically towards the fixed-income asset class. We serve to offer internet-based transactions of corporate and tax-saving bonds, government securities, 54EC bonds, FD, and much more.
