Finance & Accounting Internship in Mumbai at Shri Shanidev Enterprise

Selected intern's day-to-day responsibilities include:

A. Client documentation support:
1. Collect, verify, and organize client KYC and financial documents (ITR, bank statements, salary slips, etc.)
2. Ensure documentation is complete before submission to banks/NBFCs

B. Financial statement analysis:
1. Learn to read and interpret balance sheets, profit & loss statements, and ITRs
2. Assist in assessing client eligibility for different types of loans

C. Data entry & record management:
1. Update client records, loan tracking sheets, and follow-up logs in Excel or CRM software
2. Maintain proper filing of physical and digital documents

D. Loan application processing support:
1. Help prepare and organize files for submission to banks or financial institutions
2. Follow up on application status with banks and update clients accordingly

E. Customer coordination:
1. Communicate with clients via phone, WhatsApp, or email for missing documents, clarifications, and updates
2. Schedule client meetings or calls with senior team members

F. Bank & market coordination:
1. Assist in submitting files or collecting approvals/sanctions from banks (if needed)
2. Learn about different bank loan policies and interest rates

G. Learning & training activities:
1. Attend internal training sessions on loan products, finance basics, and credit policies
2. Shadow seniors during client meetings or loan negotiations

H. Tally & accounting assistance (if applicable):
1. Assist in basic accounting entries and reconciliations using Tally

I. Daily reporting:
1. Share end-of-day reports on task completion, follow-ups made, and pending items

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