About the internship
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
Skill(s) required
MS-Excel
MS-Word
Tally
Earn certifications in these skills
Who can apply
Only those candidates can apply who:
1. are available for full time (in-office) internship
2. can start the internship between 11th Jul'25 and 15th Aug'25
3. are available for duration of 6 months
4. are from Mumbai only
5. have relevant skills and interests
* Women wanting to start/restart their career can also apply.
Other requirements
1. Basic knowledge of financial products – Home loan, car loan, CC/OD, mortgage, and project finance.
2. Understanding of financial statements – Ability to read and interpret Balance Sheet, P&L, and ITRs.
3. Working knowledge of Tally or other accounting software.
4. Basic MS Office proficiency – Especially Excel (for EMI calculation, data entry), Word, and Outlook.
5. Understanding of KYC documentation and loan documentation process.
Perks
Certificate
Free snacks & beverages
Number of openings
2
About Shri Shanidev Enterprise
With over 15 years of experience in the finance industry, I specialize in providing end-to-end loan solutions tailored to every need. From home loans, car loans, and credit cards to overdrafts, to project finance, I help individuals and businesses get the right financial support with quick service, expert guidance, and transparent processing. Whether you're buying your dream home or expanding your business, I ensure a smooth and stress-free loan journey.