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  • Institutional Sales Form Evaluation Form

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    Arsal Ali
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    This document appears to be an institutional sales form used to evaluate potential customers and guarantors for loans or other financial products. It includes sections to record customer and guarantor details like name, contact information, income levels, and employment status. It also includes an evaluation chart to assign scores based on factors like age, income, time at residence or employment, and assign an overall eligibility score. A checklist is included to ensure all documents and evaluations are properly completed before approving an application.

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    Scoring Criteria.xlsx

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    This document appears to be an institutional sales form used to evaluate potential customers and guarantors for loans or other financial products. It includes sections to record customer and guarantor details like name, contact information, income levels, and employment status. It also includes an evaluation chart to assign scores based on factors like age, income, time at residence or employment, and assign an overall eligibility score. A checklist is included to ensure all documents and evaluations are properly completed before approving an application.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    13 views1 page

    Institutional Sales Form Evaluation Form

    Uploaded by

    Arsal Ali
    This document appears to be an institutional sales form used to evaluate potential customers and guarantors for loans or other financial products. It includes sections to record customer and guarantor details like name, contact information, income levels, and employment status. It also includes an evaluation chart to assign scores based on factors like age, income, time at residence or employment, and assign an overall eligibility score. A checklist is included to ensure all documents and evaluations are properly completed before approving an application.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
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    of 1

    Institutional Sales Forms

    Visit Date
    Customer Name Guarantor 1 Name Product Details
    A/C Number Guarantor's Cell No. HP Value
    Customer's Cell No. Guarantor 2 Name First/Adv Payment
    Branch Name Guarantor's Cell No. Time Balance

    Evaluation/Scoring Chart
    Sr. No Particulars Max Score Customer 1st Guarantor 2nd Guarantor 4 3 2
    1 Age 3 19-25 26-45 46-60
    2 Merital Status 2 No Yes N/A
    3 Since Living 4 7Months- 1Yrs 2-3Yrs 4-5Yrs
    4 Residency 2 Govt Govt N/A
    5 Residence Worth 4 Govt Govt >/= 2.0 Million
    6 Since Working 4 7M- 1Yrs 2-3Yrs 4-5Yrs
    7 Business/Job Status 2 Permanent Permanent N/A
    8 Business Worth 4 >/= 0.5 Million >/= 1.0 Million >/= 2.0 Million
    9 Income in %Age 4 22-27 % OF INSTAL 18-21 % OF INSTAL 14-17% OF INSTAL
    10 Monthly Income 4 >25000 >35000 >45000
    11 Dependent Persons 4 5 6 8
    Total Score 37

    Eligibility Criteria Required Obtain


    Hirer Min 17 0
    Collectively Min 50 0

    Sr. No Pre-Checking Points on base of scan documents Yes Remarks


    1 Visit report properly filled after physicall verficiation
    2 Application form is properly filled & Checked all particulars
    3 Security Cheque Received from Customer
    5 Evaluate according to Scoring Chart
    6 General Observation if Any Noted

    Prepared By Checked By
    Name Name

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