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Personal loans: the partner playbook

Personal loans close fast and repeat often. Your edge is picking the right lender first time, because every extra application leaves a mark on the customer's credit report.

The right customer

  • Salaried employees of established companies with 1+ year in the job
  • Scores of 720 and above for the better rates
  • Customers consolidating expensive card balances
  • Steer away from: very recent job changers, customers with several open personal loans, and anyone with recent missed payments

What lenders look for

  • Banks prefer salaried customers at listed or well-known employers and price by employer category.
  • NBFCs accept more self-employed and mid-score profiles, at higher rates.
  • Fintech lenders decide fastest and suit smaller amounts and younger borrowers.

Documents to collect

  • PAN and Aadhaar
  • 3 months' salary slips
  • 3–6 months' salary account statements
  • Current address proof if different from Aadhaar

Common rejection reasons

  • Employer not on the lender's approved list
  • Too many enquiries in the last three months
  • Existing EMIs leave too little room
  • Salary credited in cash or irregularly
  • Mismatch between declared and credited salary

A worked example

Illustrative case

Customer: salaried, ₹65,000 a month, score 745, no existing loans, needs ₹5 lakh over 4 years.

A private bank is the first choice; an NBFC is the fallback if the employer category is low.

Illustrative payout at 2 % of ₹5 lakh: ₹10,000.