Finance Intern

Job Title: Finance Intern

Department: Finance

Reports To: Manager

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:

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.

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.

Courtesy Calls:

• 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.

Administrative & Support Tasks:

• Support the finance team in documentation, record-keeping, and report preparation.
• Assist in coordination between clients, lenders, and internal teams.
• Help with financial data entry, and verification tasks as assigned.
• Assist team members with updating the sheets.

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 Types: Full-time, Permanent

Pay: ₹16,000.00 - ₹20,000.00 per month

Work Location: In person