Operations (Lending Solutions) - Internship

Selected intern's day-to-day responsibilities include:

1\. 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.

2\. 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.

3\. 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.

4\. 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.

5\. 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.

6\. 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.

7\. 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:

1\. Error-free loan files and documentation

2\. Updated CRM and application trackers

3\. Daily/weekly loan processing status reports

4\. Ready-to-submit property and financial documents

5\. Accurate follow-up logs and client communication summaries

6\. Compliance-ready files for audits and verifications

7\. 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

1\. Exposure to Real Lending Transactions

You will work on actual loan files, approvals, and disbursals not just

theoretical work.

2\. Work With Banking & Lending Experts

Learn directly from professionals experienced in credit, corporate finance,

and loan structuring.

3\. Deep Understanding of Lending Products

A rare opportunity to work across retail + NRI + SME + high-ticket funding.

4\. Strong Career Path in Banking & Lending

This internship prepares you for roles in:

Bank Loan Operations

NBFC Backend Teams

Credit Underwriting Support

Documentation & Compliance

Lending Sales/Relationship Management

Corporate Loan Processing

5\. Incentive Opportunities Even During Internship

Earn performance-based incentives linked to successful disbursals.

6\. Pre-Placement Offer (PPO)

Top performers receive an offer to continue with Kesari Financial Services in

a full-time role.

7\. High-Discipline, High-Learning Environment

Build skills that are essential for long-term success in finance, banking, and

credit operations.