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Executive Assistant

Anand Rathi Insurance Brokers Ltd

0 - 3 years

Mumbai

Posted: 21/02/2026

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Job Description

Role Purpose

The purpose of the Executive Assistant role is to serve as a key liaison between various internal and external stakeholders. The role involves managing schedules, organizing meetings, handling confidential information, and facilitating seamless communication to enable optimal decision-making and execution of strategic initiatives.


Key Expectations of the Role

Calendar and Schedule Management:

  • Efficiently manage and coordinate the calendars, schedules, and appointments.
  • Prioritize and arrange meetings, ensuring optimal time management and alignment with strategic objectives.

Communication and Correspondence:

  • Facilitate effective communication between the internal/external stakeholders by managing emails, letters, and phone calls.
  • Draft and proofread correspondence, ensuring accuracy and professionalism.

Meeting Coordination and Documentation:

  • Organize, coordinate, and document meetings, ensuring all necessary materials and documents are prepared and distributed in advance.
  • Record minutes of meetings and follow up on action items to support efficient decision-making and project execution.

Confidential Information Management:

  • Maintain strict confidentiality in handling sensitive information related to the Management and organizational matters.
  • Safeguard and manage confidential documents and data in a secure and organized manner.

Travel and Itinerary Management:

  • Arrange travel logistics, including flights, accommodations, and transportation
  • Create detailed travel itineraries and ensure smooth travel experiences.

CRM Management & Key projects coordination:

  • CRM entries, updates & related dashboards (MS Excel).
  • Coordinate with colleagues for updates on various projects.
  • Prepare business review reports & rolling target reports.

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