Key Objective :
To manage and maintain the personal financial records, transactions, and banking operations of the Managing Director, ensuring accuracy, confidentiality, and timely reporting.
Roles and Responsibilities :
- Bank Account Management
- Maintain and monitor personal bank accounts of the MD (savings, current, investment accounts).
- Track deposits, withdrawals, auto-debits, and credit card payments.
- Record all personal income and expenses in Tally accurately.
- Prepare monthly and yearly expense reports in Excel.
- E-mail handling
- Taxation & Compliance Support
Required Skills :
Proficient in Tally ERP 9 / Tally Prime.Strong command of Microsoft ExcelUnderstanding of personal finance, banking processes, and tax basics.Highly organized, trustworthy, and capable of handling responsibilities independently.Experience :
Minimum 3 years of experience handling accounts for high-level executives (Directors / MDs)Location- Malad, Mumbai
Job Role- Onsite
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