Selected Intern's Day-to-day Responsibilities Include
- Loan operations:
- Support processing of loan cases including personal, business, and secured loans
- Assist in collecting, organizing, and verifying client documents
- Track lender communication and follow-ups
- Study the client's financial documents and summarize key data
- Support the team with day-to-day tasks
- Mutual fund operations:
- Assist with client onboarding processes including documentation checks and data entry
- Assist in preparing basic portfolio summaries and follow-up communication material
- Coordinate internally to ensure smooth execution and resolution of operational issues
- Study and prepare an in-depth analysis of top-performing funds
- Marketing and business operations:
- Assist with execution of marketing activities across digital platforms
- Maintain operational dashboards and internal reporting sheets
About Company: At Analytical Investments, we take pride in introducing ourselves as a financial advisory firm that works with most banks and NBFCs across India to deliver the best and most customized financial solutions for SMEs and real estate developers. We specialize in reducing interest rates on loans availed by SMEs and builders, including refinancing opportunities with their existing banks. With over 6 crore SMEs in India, nearly 70% face financial challenges and often fail to secure the optimal loan amount or return on investment available to them. Due to time constraints and limited awareness, most SMEs and developers are unable to engage with multiple banks and NBFCs to compare interest rates, products, and loan structures, and remain unaware of several financial products that competitors leverage effectively to gain pricing advantages in the marketplace.
