1.Client File Preparation:
- Compile and organize client files in accordance with company standards.
- Ensure all necessary documents and information are accurately included

2.Client Communication:
- Establish and manage WhatsApp groups for effective communication.
- Send checklists to clients and guide them through document collection process.

3.Documents Collection and Verification:
- Collect required project documents as per the provided checklist.
- Verify the completeness and accuracy of the collected documents.

4.Application Preparation:
- Ensure all documentation complies with the requirements of banks and concerned departments.

5.Submission Process:
- Manage the submission process efficiently and within specified deadlines.

6.Query Handling:
- Maintain transparent and effective communication with clients throughout the resolution process.

7.Sanction Acquisition:
- Facilitate the approval and sanctioning of project loans from banks.
- Coordinate with concerned departments to secure subsidy sanctions.

8.Banker and Department Selection:




- Select appropriate bankers based on client profiles for project finance.
- Choose relevant concern departments based on subsidy requirements.

9.Follow-up and Communication:
- Maintain communication with concern departments for subsidy file progress.

10.Project Report and CMA Data:
- Prepare comprehensive project reports and CMA (Credit Monitoring Arrangement) data for project finance files.

11.Liasoning:
- Liaise with the bank's approved panel advocate for obtaining Title clear reports of the property.
- Coordinate with valuers for property valuation required by banks and other agencies.

12.Client Engagement:
- Stay in regular contact with clients, providing updates and guidance throughout the loan and subsidy approval stages.
- Address client concerns and provide exceptional customer service.

13.Record Keeping:
- Maintain organized records of all client interactions, transactions, and documentation.
- Ensure compliance

📌 Operation Executive (Rajkot)
🏢 Adroit
📍 Rajkot