JAIIB · RBWM · Chapter 27

Lender's Appraisal Procedure

Chapter notes, video classes, MCQ practice tests and quick-revision one-liners for Retail Banking and Wealth Management — JAIIB.

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Q

What is Lender's Appraisal Procedure?

A

is the structured discipline that converts a noisy loan application into a properly secured, monitorable asset.

Q

Duly completed application form?

A

Application form provided by the lender, filled out accurately and completely.

Q

Passport-size photograph?

A

Recent photograph of the applicant.

Q

Proof of identity?

A

Any of: Voter ID Card, Passport, Driving Licence, PAN card.

Q

PAN and Aadhaar card?

A

Copies of both PAN card and Aadhaar card (mandatory under PMLA / Income-tax Act).

Q

Proof of residence?

A

Recent Telephone Bills, Electricity Bill, Property tax receipt, Passport, Voter ID Card.

Q

Proof of business address (non-salaried)?

A

Document confirming the address of the applicant's business or profession.

Q

Salary Certificate & Form No. 16 (salaried)?

A

Proof of income for salaried individuals, including income details and TDS particulars.

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