This internship is designed for individuals who want to gain hands-on experience in the financial services industry. Interns will be involved in the complete client journey, from the first interaction with a prospective client to successful loan disbursement or investment onboarding. You will work closely with experienced advisors, banks, NBFCs, and investment partners while learning real-world financial operations, client relationship management, and process execution.
Selected intern's day-to-day responsibilities include
A. Lending operations:
Connect with prospective and existing clients through calls, WhatsApp, email, and meetings.
Understand client funding requirements and collect preliminary information.
Conduct initial eligibility assessments.
Coordinate collection and verification of documents.
Prepare client files for processing.
Liaise with banks and NBFCs for application processing.
Track loan applications and ensure timely follow-ups.
Coordinate valuation, legal, technical, and underwriting requirements wherever applicable.
Keep clients informed throughout every stage of the loan process.
Resolve documentation and process-related queries.
Support loan sanction, documentation, and final disbursement.
B. Investment operations:
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Assist clients with onboarding for mutual fund and investment services.
Coordinate KYC, FATCA, CKYC, and related compliance documentation.
Support investment account creation and transaction processing.
Assist in portfolio documentation and service requests.
Coordinate with investment platform partners for smooth execution.
C. Operations & process management:
Maintain accurate client records and CRM updates.
Ensure timely follow-up on pending cases.
Coordinate between clients, relationship managers, banks, and internal teams.
Prepare MIS reports and operational trackers.
Ensure compliance with internal processes and regulatory requirements.
Support continuous improvement of operational workflows.
Skill(s) required
Accounting Finance
Who can apply
Only those candidates can apply who
are available for full time (in-office) internship
can start the internship between 25th Jun'26 and 30th Jul'26
are available for duration of 3 months
have relevant skills and interests
Women wanting to start/restart their career can also apply.
Other requirements
A. Desired skills:
Excellent communication skills in English and local languages.
Strong interpersonal and client-handling abilities.
Attention to detail and documentation accuracy.
Good organizational and time management skills.
Basic understanding of finance is an advantage but not mandatory.
Proficiency in Microsoft Excel, Word, and Google Workspace.
Positive attitude with a willingness to learn.
B. Eligibility:
Final-year students or recent graduates in BCom, BBA, BBM, MBA, finance, banking, commerce, economics, management or related fields.
C. What we're looking for:
Ownership mindset.
Professional attitude.
Strong work ethic.
Curiosity to learn financial products.
Ability to manage multiple client cases simultaneously.
Team player with excellent follow-up skills.
Perks
Certificate Letter of recommendation
Additional information
A. Why join us?
Hands-on exposure to live lending and investment cases.
Learn directly from industry professionals.
Work with 120+ banks and NBFCs.
Experience the complete lifecycle of financial operations.
Opportunity to convert into a full-time role based on performance.
Certificate of internship and letter of recommendation (based on performance).
B. What you will learn:
End-to-end loan processing.
Loan against property (LAP).
Home loans.
Business loans.
Working capital finance.
Investment operations.
Client relationship management.
Banking & NBFC coordination.
Financial documentation & compliance.
CRM & operations management.
Professional communication.
Process ownership and execution.
Number of openings
3
About Analytical Investments
We are a 2-year-old, 20-member real estate advisory start-up with deep research and data analysis. They have been helping more than 200 HNI clients, friends, and family to buy/sell/rent and invest in Bangalore residential real estate using deep research, Data intelligence, market information, and providing end-to-end services with Ideas to empower consumers to take informed decisions and maximize dividend in their real estate portfolio with minimum headache.
