Virtual Assistant

We are looking for a smart, fast-learning, and highly reliable virtual assistant who can manage finance-related documentation, investor and banker communication, government schemes and grant applications, daily business appointments, and overall coordination tasks.

The candidate must have strong English communication skills, be highly organized, and be available on WhatsApp during working hours.

Key Responsibilities: Financial & Banking Tasks

• Manage emails related to banking, finance teams, and business appointments
• Prepare replies, follow-ups, and appointment schedules
• Coordinate banking work, including loan documentation, queries, statements, and EMI tracking
• Apply for and track government schemes, subsidies, grants, and NBFC offers
• Research loan facilities and financial opportunities
• Maintain and update financial documents
• Understand basic P&L and track account records
• Prepare basic MIS reports and summaries

Investor & Business Communication

• Conduct qualification calls with startups and investors
• Coordinate with founders, investors, and bankers for documentation and updates
• Manage investor and banker communication, follow-ups, and scheduling
• Maintain an accurate deal pipeline with regular status updates
• Ensure smooth handling of deals from sourcing to closure

Daily Coordination

• Maintain daily task records, approvals, and follow-up lists
• Coordinate with CA, consultants, and internal team members
• Ensure timely completion of all work

Required Skills

• Knowledge of account books, basic P&L, and financial documentation
• Good command of Google Sheets, Excel, email writing, and tracking tools
• Strong written and verbal English communication
• Understanding of banking processes and government schemes
• Ability to manage confidential information
• Highly organized, disciplined, and detail-oriented
• Strong multitasking and independent working ability

Who This Role Is For

• Minimum 6 months' experience in any of the following:
• Banking, Finance, Consulting, Investor Relations, Government Schemes, or related fields
• Confident communicator with founders, investors, and bankers

• Process-driven and capable of managing multiple tasks
• Able to independently source opportunities and manage documentation
• Looking for a long-term, stable role Work Type
• Availability on WhatsApp during working hours is mandatory

Performance-based incentives available

Job Types: Full-time, Part-time

Pay: ₹12,347.73 - ₹33,628.44 per month

Expected hours: 20 per week

Benefits:

• Flexible schedule
• Work from home

Education:

• Higher Secondary(12th Pass) (Required)

Work Location: In person