Finance Intern

Job Title: Finance Intern
Department: Finance
Reports To: Finance Head

Job Overview:
The Finance Intern will support the finance team in managing client communications, organizing financial data, preparing deal documents, and maintaining accurate records in Zoho CRM. This role offers hands-on exposure to the end-to-end finance process— from enquiry to settlement.

Roles and 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.

Job Type: Full-time

Pay: ₹13,000.00 - ₹18,000.00 per month

Benefits:

• Food provided
• Health insurance

Work Location: In person