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WorksheetsTallyCapital Quiz
Total questions: 30
Worksheet time: 10mins
Can people deposit cash with NBFCs?
Yes, but only Deposit Taking NBFCs accept cash deposits.
To predict your credit behavior, such as how likely you are to pay a loan back on time
What is the PRIMARY purpose of a Business Term loan?
To provide funds for business usage like expansion, new equipment, etc.
To finance the purchase a Car for personal use
To cover unexpected emergencies at personal level
To fund research and development projects
To pay off personal debts of the business owner
Hariharan has applied for a loan via TallyCapital. In his Credit report, there is an overdue amount of Rs. 15,000. What will you suggest to the customer?
To have the NOC Ready since lender will need this document.
NOC will not be required in this case. Pass the case to lender.
Nothing to Tell
Not Sure, may suggest to not to Apply loan now
None of the above
At TallyCapital, how many months of Bank Statement will be required for loan amount of 10 lakhs, assuming the case goes to Kotak Bank?
Previous 12 months + Current month Till date
Previous 6 months + Current month Till date
Previous 12 Months
Previous 6 months
None of the above
Which of these is the right option to update the Tally License from the Gateway of Tally?
Click on F1 ➜ Settings ➜ License ➜ Manage License ➜ Update (F5)
Click on F2 ➜ Settings ➜ License ➜ Manage License ➜ Update (F5)
Click on F3 ➜ Settings ➜ License ➜ Manage License ➜ Update (F5)
Click on F4 ➜ Settings ➜ License ➜ Manage License ➜ Update (F5)
None of the above
Does TallyCapital Plugin has capability to check credit score?
Yes
Possibly Yes
Not sure
Sometimes you can check
No, TallyCapital Plugin does not have the functionality
Assuming the customer has the TallyCapital Add-on, and is interested in knowing how much loan he can get? What will you do?
Request customer to Open TallyPrime & click on business loan button & right side panel they can click on eligibility check button
Press F1 to check the eligibility
Press F2 to check the eligibility
Press F4 to check the loan eligibility
Eligibility calculation is not possible with Tally
If a customer does not accept the sanctioned offer, what will you do in LMS (Salesforce)?
In the LMS, Select the Lead status as "Rejected by Customer"
In the LMS, Select the Lead status as "Drop Enquiry"
In the LMS, Select the Lead status as "Drop Lost"
In the LMS, Select the Lead status as "Rejected by lender"
None of the above
If a customer calls and wants to know how much amount he can get as a loan, the appropriate response would be:
You can check your eligibility for the loan amount in the TallyCapital Addon to determine the approximate offer, however this offer will be subject to document verification & other process done by the lender.
We do not know how much loan you can get
Please share the documents & we will connect you later on this
This is not possible to determine how much offer you can get
Customer can get the exact loan eligibility through the TallyCapital Addon
If a customer calls you & tells that he wants to apply for an Unsecured Business loan from a specific lender, what collateral will be required?
Stock certificates
No collateral required
Vehicle title
Property Papers
Land
If a customer calls and asks about the interest range offered for business loans, what will be the most appropriate response?
It is ranging somewhere between 10-15% flat but it will depend upon the borrower's financial profile which will be sent for assessment to the lender.
It is flat 15% for you & it is the best in the industry
It starts at Flat 18 %.
It is 10-15% Reducing but lender can give a better sense
I do not know the interest rates but for you it will be higher
Which two partners have we onboarded as a lender?
FlexiLoans (NBFC) & Kotak Bank
Kotak Bank & Axis Bank
AB ltd & Kotak Bank
FlexiLoans (NBFC) & Axis Bank
We have not onboarded any lender
