Finance Intern

Job Overview:

Responsibilities:

1. Email Management

• Handle and organize incoming and outgoing emails related to client finance enquiries.

• Ensure timely responses and follow-ups on client communications.

• Maintain an updated record of all correspondence for audit and tracking purposes.

2. Deals Management (Zoho CRM)

• Save and update contact information for new and existing clients in Zoho CRM and other basic other tasks.

• Assist in the preparation and documentation of financial deals.

• Ensure all client and deal data are accurate and up to date.

3. Client Communication

• Make follow-up and courtesy calls to clients at various stages of the finance process.

• Gather feedback and provide updates on application status.

• Maintain a professional and customer-focused approach during all client interactions.

4. Administrative Support Tasks

• Support the finance team in documentation, record-keeping, and report preparation.

• Help with financial data entry, and verification tasks as assigned.

• Assist team members with updating the sheets.

• Assist in coordination between clients, lenders, and internal teams.

5. Basic Understanding of Finance Processes

• Learn the end-to-end finance workflow, including enquiry handling, documentation, verification, submission, approval, and settlement.

• Understand key financial concepts, such as loan types, interest rates, repayments, and credit assessment basics.

• Gain knowledge of compliance requirements and documentation standards within the finance process.

• Develop familiarity with financial statements, deal summaries, and reconciliation basics.

Skills and Qualifications:

• Pursuing or recently completed a degree in Finance, Accounting, Business, or related field.

• Strong communication and organizational skills.

• Proficiency in MS Office (Excel, Word, Outlook) and familiarity with Zoho CRM is an advantage.

• Attention to detail and ability to manage multiple tasks efficiently.