Selected Intern's Day-to-day Responsibilities Include
- Documentation & File Preparation
Assist in collecting KYC documents, income proofs, bank statements, GST returns, ITRs, and property papers.
Prepare detailed loan application files for home loans, LAP, business loans, and project funding.Coordinate with clients to fill and verify loan forms, processing applications with accuracy.Check documents against lender requirements to avoid errors and delays.
- Coordination With Banks & NBFCs
Liaise with bank loan officers, credit managers, and relationship managers for application processing.
Track file progress, ensure timely document submission, and follow up for approval updates.Schedule technical valuation, legal verification, and credit checks.Collect sanction letters, queries from underwriters, and communicate updates to the sales/BD team.
- Client Servicing & Communication Support
Collect required documents from clients and maintain follow-up schedules.
Provide status updates to clients under guidance of senior team members.Assist clients with application queries and documentation clarifications.
- Data Entry, CRM Management & Internal Reporting
Maintain detailed trackers for loan applications, documentation, disbursal status, and approvals.
Input accurate information in CRM systems and internal dashboards.Prepare daily, weekly, and monthly performance reports for management.
- Compliance & Verification Support
Check document completeness and validity before submission.
Ensure compliance with RBI, lender, and internal policies.Assist in preparing files required for audits, internal checks, and risk compliance.
- Financial & Eligibility Analysis Support
Learn to read bank statements, income documents, and credit score reports.
Assist in calculating eligibility, FOIR, LTV, income stability, and repayment capacity.Support the team in creating preliminary assessment sheets.
- Operational Coordination & Process Management
Ensure smooth movement of files from onboarding ? documentation ? processing ? disbursal.Maintain organized digital folders for every client and loan type.Follow internal SOPs to complete tasks accurately and on time.
Interns Will Be Expected To Deliver
- Error-free loan files and documentation
- Updated CRM and application trackers
- Daily/weekly loan processing status reports
- Ready-to-submit property and financial documents
- Accurate follow-up logs and client communication summaries
- Compliance-ready files for audits and verifications
- Coordination deliverables with banks, clients, and internal teams
Why Join Kesari Financial Services as an Operations Intern in Lending Solutions
Build a High-Value Banking & Finance Career
- Exposure to Real Lending Transactions
You will work on actual loan files, approvals, and disbursals not just theoretical work.
- Work With Banking & Lending Experts
Learn directly from professionals experienced in credit, corporate finance, and loan structuring.
- Deep Understanding of Lending Products
A rare opportunity to work across retail + NRI + SME + high-ticket funding.
- Strong Career Path in Banking & Lending
This Internship Prepares You For Roles In
Bank Loan OperationsNBFC Backend TeamsCredit Underwriting SupportDocumentation & ComplianceLending Sales/Relationship ManagementCorporate Loan Processing
- Incentive Opportunities Even During Internship
Earn performance-based incentives linked to successful disbursals.
- Pre-Placement Offer (PPO)
Top performers receive an offer to continue with Kesari Financial Services in a full-time role.
- High-Discipline, High-Learning Environment
Build skills that are essential for long-term success in finance, banking, and credit operations.
About Company: We are a niche practice of helping invest in India and abroad with asset classes like private equity, start-up funds, Mutual Funds, Bonds, structured products, Global Investments, NRI-focused investments, etc. Also helping people with various kinds of loans and real estate investments.
