Lecture 92: How to Conduct PD (Personal Discussion) with borrower? Factory visit of borrower скачать в хорошем качестве

Lecture 92: How to Conduct PD (Personal Discussion) with borrower? Factory visit of borrower

👥 Meeting the borrower (Personal Discussion or PD) and conducting a site/factory visit is one of the most crucial steps in loan underwriting and credit appraisal. In this practical video, CA Ankush Jain shares *real-life learnings and tips* based on his on-ground experience as a Credit Manager. This will help you make better decisions and avoid red flags during PDs and client visits. 📌 Key takeaways: 1. How to observe using EYE, EAR, MOUTH & MIND effectively during a site visit 2. Importance of understanding the locality and surrounding area of borrower’s unit 3. Verifying business existence via name boards, staff, activity on premises 4. Smart tips for interacting with the promoter/founder during PD 5. What to notice inside the factory: raw material, stock, workers, infrastructure 6. Site visit to *collateral security* and red flags to keep in mind 🎯 Ideal for: Credit Managers Relationship Managers Risk Officers CA/CMA/MBA Finance Students Entrepreneurs seeking to understand lender expectations 🧠 Learn to think like a lender and observe like a pro. #CreditAppraisal #PDVisit #PersonalDiscussion #CreditManagerTips #LoanAssessment #FactoryVisit #CollateralCheck #FieldVisitBanking #CAAnkushJain Join my membership to get access to premium content. Click on below link to join:    / @ankushjain   personal discussion in banking, what is PD in credit appraisal, factory visit tips for bankers, borrower site visit checklist, collateral site visit, credit manager factory visit, credit appraisal pd process, practical banking pd visit