Executive Assistant, Delhi Only

Executive Assistant

About the Role

AUM Capital, a premier financial brand, is seeking to add an accomplished and motivated individual to our team as an Executive Assistant, to its rapidly growing Wealth Management business.

Key Responsibilities

• Reports directly to the SVP, providing one-on-one executive support.
• Serves as the primary point of contact for internal and external constituencies on all matters pertaining to the Office of the SVP.
• Acts as a liaison between the SVP and the Business Teams.
• Handles a wide variety of strategic activities and confidential matters with discretion.
• Tracks data related to market & competitive intelligence, data compilation & analysis.
• Conducts business analysis – performance, financials, trends, people & performance.
• Prepares & maintains SVP reports, presentations & MIS for the Board & MD.
• Organizes periodic MIS and hygiene check of contents.
• Follows up on matters escalated to SVP.
• Organizes responses to commitments given to/by SVP on stated dates.
• Follows up on action points in meetings with internal teams and external clients/agencies.
• Performs data mining.
• Fixes appointments and meetings.
• Follows up on meetings and client engagement.
• Manages an extremely active calendar of appointments.
• Completes expense reports.
• Composes and prepares correspondence that is sometimes confidential.
• Arranges complex and detailed travel plans, itineraries, and agendas.
• Compiles documents for travel-related meetings.
• Plans, coordinates, and ensures the SVP’s schedule is followed and respected.
• Provides "gatekeeper" and "gateway" role.
• Organizes compliance & other documents for Corporate purposes.
• Verifies routine approval requests from the team – travel statements, vouchers, etc.
• Organizes meetings and coordinates with relevant personnel.

Requirements & Tech Stack

• Graduate in any discipline (minimum).
• Proven experience in a similar role, preferably supporting senior leadership.
• Strong organizational and multitasking skills.
• Excellent verbal and written communication skills.
• Fluency in Hindi is preferred.
• Proficient in Microsoft Office Suite, Google Workspace, and modern digital tools.
• Strong PowerPoint presentation skills and financial knowledge are added advantages.
• High level of discretion, integrity, and professionalism.

Reporting Structure

• Reporting to SVP – Delhi.
• Immediate joiners are preferred.