रिसेप्शनिस्ट पर्सनल असिस्टेंट

Personal Assistant (PA) – Job Roles & Responsibilities

Position: Personal Assistant (PA)

Roles & Responsibilities

1. Manage and coordinate the Director's daily schedule, meetings, appointments, and travel plans.

2. Handle inbound and outbound calls professionally and maintain proper communication with clients, channel partners, and internal teams.

3. Generate leads through calling and follow up with prospective clients to schedule meetings or site visits.

4. Maintain accurate records of all leads in Google Sheets, CRM, or other company-approved software.

5. Update lead status, follow-up remarks, client feedback, and sales progress on a daily basis.

6. Prepare daily, weekly, and monthly reports related to sales activities, leads, and follow-ups.

7. Organise and maintain company documents, files, and records in Google Drive with proper folder management.

8. Coordinate with different departments to ensure timely completion of assigned tasks.

9. Assist the Director in sales operations, client meetings, project presentations, and business development activities.

10. Draft emails, letters, meeting notes, and other official documents as required.

11. Maintain complete confidentiality of company data, client information, and business documents.

12. Be available to accompany the Director for official meetings, client visits, events, and business tours.

Mandatory Requirement

- Travelling with the Director anywhere in India is mandatory whenever required for official business purposes.

- The employee must be willing to travel on short notice and stay outstation if required by the company.

- Flexibility in working hours may be required depending on business needs.

Performance Expectations

- Daily calling and follow-up targets must be completed.

- All leads must be updated accurately on the same day.

- Google Drive records and Google Sheets should always remain organised and up to date.

- Professional behaviour, punctuality, and confidentiality are mandatory at all times.

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