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 Excel
Understanding of
personal finance, banking processes
, and
tax basics
.
Highly organized, trustworthy, and capable of handling responsibilities independently.