Operations - Lending And Investment - Internship
Analytical Investments
Selected intern's day-to-day responsibilities include:
A. Loan operations:
1\. Support processing of loan cases including personal, business, and secured
loans
2\. Assist in collecting, organizing, and verifying client documents
3\. Track lender communication and follow-ups
4\. Study the client's financial documents and summarize key data
5\. Support the team with day-to-day tasks
B. Mutual fund operations:
1\. Assist with client onboarding processes including documentation checks and
data entry
2\. Assist in preparing basic portfolio summaries and follow-up communication
material
3\. Coordinate internally to ensure smooth execution and resolution of
operational issues
4\. Study and prepare an in-depth analysis of top-performing funds
C. Marketing and business operations:
1\. Assist with execution of marketing activities across digital platforms
2\. Maintain operational dashboards and internal reporting sheets
Required Skills
About Analytical Investments
We, at Analytical Investments hereby take pride in introducing ourselves. We work with most bank/NBFCs in India to provide best and customized financial solution to SME and builders in India. We specialize in reducing rate of interest in loans taken by SMEs and Builders - sometimes with their existing banks. The problem statement - there are 6 cr SME in India and 70% of them face financial problems. And almost all of them aren't getting the best possible ROI or the loan amount that they can actually get. Most SME and real estate developers don't have time to interact with all banks & NBFCs to compare as to, which is the most suitable bank/NBFC for them at a given point in time for rate, product, and loan amount. They are also unaware of the different products that are available in the banking system, which is effectively being used by their competition effectively to defeat them in pricing in the market place.
Job Summary
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