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12 February, 2022

What do you mean by a prospective borrower? In selecting a prospective borrower, what are the points to be taken into consideration

 Prospective borrower: An individual, organization or company having requirement of additional fund for utilization and have the ability to borrow the same is treated as potential borrower.

Selecting a prospective borrower:  Not all banks are giving concentration on the same area for all time to select a borrower, but many of them focus on the same areas throughout the loan review process.

 

Following points to be taken into consideration in selecting a prospective borrower-

 

a. Borrower (himself) analysis

iMan behind the business to be judged(Character, willingness)

ii.  Management integrity, quality, and competencies;

iii.  Majority share holders & relation among the owners;

b. Industry Analysis:

i.  Industry Situation

ii.  Borrowers position into the industry

iii.  Production capacity

iv.  Product distribution & marketing;

v.  Market Competition

vi.  Demand Supply situation

c. Supplier/Buyer  analysis:  Any  concentration  on  buyer  or  supplier  to  be checked which may disrupt the borrower performance in future.

d. Historical financial analysis: An analysis of historical financial statement of the borrower to be conducted to ascertain the profitability, liquidity and solvency of the borrower.

e. Projected financial analysis: Borrower‘s projected financial to be analyzed

to check whether borrower will be able to meet their future debt obligation. f.  Account conduct: the historic performance in meeting repayment obligation

(Trade repayment, interest, principal, cheque repayment)

g. Adherence to lending guideline: the credit facility to be proposed must comply with the internal & regulatory guideline.

h. Loan Pricing: Total earning from the client is also important to sanction any loan.

i.  Debt structure: the loan amount, tenor of the proposed loan to be justified with the repayment ability of the customer.


j.  Security: The proposed loan to be secured enough so that loan can be fully adjusted incase of liquidating the security.