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 explicit 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