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Data Sheet

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CUSTOMER DETAILS

PERSONAL DETAILS
Applicant Name : Educational Details:

Father Name : SEX : (Male /Female)

Date of Birth : No of Dependents :

PAN CARD NO : Marrital Status : (Married / Single)

Mother Name:

Present Address: LAND MARK :

EMAIL ID :

LANDLINE NO : STDCODE:

MOBILE NO : PINCODE :

Permanent Address:
Person Name Who living there : Relationship with the applicant:

LAND MARK :

LANDLINE NO : STDCODE:

MOBILE NO : PINCODE

RESI TYPE : Owned House / Rented House (Tick) If rented please mention Monthly Rent Amount:

No. of years in current resi: No. of years in current City :

Employment Details : Company Name :

Address : CONTACT NO : EXT No:

PINCODE : STDCODE:

DESIGNATION :
DEPARTMENT :

Type of Company: Public /Private /State Govt /Central Govt

No.of year in current job: Total No of years in Service:

Bank Details : Name of the Bank:

Name of the Branch: ACCOUNT NO:

Type of Account : Year at A/C Opening:

Required Loan Amount: Loan Purpose : Tenor :


LOAN DETAILS 1: Name of the Bank:

Loan Type: Loan Amount : Tenure :

Monthly EMI : No of EMI Passed(Months):

LOAN DETAILS 2: Name of the Bank:

Loan Type: Loan Amount : Tenure :

Monthly EMI : No of EMI Passed(Months):

PERSONAL REFERENCES :

You must given one friend address and one relative address
One Land line number is must in your given reference

Reference1 Name : Relationship :

Address : Phone No : STDCode:


Mobile No :
PINCODE :

Reference2 Name : Relationship :

Address : Phone No : STDCode:


Mobile No :
PINCODE :
ANNEXURE 13

INDEMNITY FOR DUAL SIGNATURE

I So/o sh Resident of

has applied a loan for Rs. Hereby confirm and declare that I sign tha Loan

documents in two different ways as mentioned below:

1 2

Both the signatures are done by me and I will be responsible for every agreement/deed/

covenant which are followed by any of these signatures. Also I will indemnity the Bank to the

extent of the loss occurred due to my dual signatures.

Regards,

Name: Signature 1.

Name: Signature 2.

Place:

Date:
From,

To,
HDFC Bank
45 feet road,
Vallalar salai,
Pondicherry

Sir,
Sir,

Sub: No objection letter

This is to certify that Mr./Ms……………………………………………….Related to me as


……………………………………………………………..have taken loan from HDFC Bank and issued the cheques
leaves from our joint A/C in ………………………………………………..vide A/C no………………………………………
I don't have any objections in clearing issue of cheques towards HDFC Bank.

Yours Sincerely,
Executive Sheet
Agreements Given
Applications Given
S.No Personal Loan Business Loan Executive Name
Personal Loan Business Loan Internal External Internal External
Executive Signature
Query Sheet
Before Login Stage Before Approval Stage Before Disbursed
S.No Customer Name
Signature Issue Documents Issue Others Issue Doc's Pending Loan Track Others Issue Aggrement Pending Cheques Issue
ursed
Executive
Others Issue
Date:

To

HDFC Bank
Senapati Bapat Marg
Lower Parel
Mumbai-400013

Declaration

Customer Name:

I/We hereby declare that HDFC Bank has disclosed to me/us the referral fee payable to them for
the policy recommended to me/us.

Customer Sinature
Weekly Plan for the month of January 2012
Executive Name Mobile No Second week Third week Fourth week Total files
9to14 18to21 23to28
Anandaraman 8608060845 10 files 10 files 10 files 30 files
Kamaraj 9865831635 10 files 10 files 7 files 27 files
Karthikeyan 9092064144
Masilamani 9600367909 7 files 10 files 10 files 27 files
Anandraj 8608203686
Martin 9952534243

By Perfect Financial Solution


Dinesh Babu 8925419900/9791203622
Saraniya 0413-6451134/6501134
Executive
Signature

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