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Microlesson · 5-min read

Service Costing for Financial Institutions

# Service Costing for Financial Institutions

## Background

Banks, NBFCs and similar financial institutions provide finance to individuals and businesses in various loan products. Costing is needed to know the cost of processing each loan so the institution can fix interest spreads and processing fees rationally.

## Typical Loan Products Offered

Loan TypeBorrower / Purpose
Home LoanPurchase / construction of house
Educational LoanHigher studies (often with collateral or co-signer)
Car LoanVehicle purchase
Personal LoanGeneral unsecured loan

## Cost Classification

### 1. Costs of the Respective Department

  • Each loan product is usually handled by a dedicated department/team (Home Loan Dept, Personal Loan Dept etc.).
  • All costs incurred by that department (salary of staff, departmental expenses) are directly charged to that department.

### 2. Common Overheads of All Departments

  • IT systems shared by all departments
  • HR, finance, legal, top management salary
  • Branch infrastructure

Recovery basis: apportioned on a rational basis such as:

  • Number of loan applications processed by each department, or
  • Loan amount disbursed by each department.

## Cost Per Loan / Per Rupee Lent

```

Cost per loan in Dept X

= (Direct cost of Dept X + Apportioned common OH)

─────────────────────────────────────────

Number of loans processed by Dept X

```

## Why This Matters

Knowing the cost per loan helps the institution:

  • Fix processing fees that recover the cost
  • Decide whether a product line is profitable
  • Allocate resources between products

Worked example

### Example 1

Illustration — Loan Department Costing

A bank has three loan departments. Following info available for the year:

  • Home Loan Dept: direct cost ₹40 lakh; loans processed 2,000; amount disbursed ₹80 cr
  • Car Loan Dept: direct cost ₹15 lakh; loans processed 1,500; amount disbursed ₹15 cr
  • Personal Loan Dept: direct cost ₹10 lakh; loans processed 2,500; amount disbursed ₹5 cr
  • Common overheads = ₹30 lakh

Apportion common overheads on the basis of no. of loan applications, and find cost per loan in each department.

Solution:

Total loans = 6,000

Common OH per application = 30,00,000 / 6,000 = ₹500

Home: Total = 40,00,000 + (2,000 × 500) = ₹41,00,000 → Cost / loan = ₹2,050

Car: Total = 15,00,000 + (1,500 × 500) = ₹15,75,000 → Cost / loan = ₹1,050

Personal: Total = 10,00,000 + (2,500 × 500) = ₹11,25,000 → Cost / loan = ₹450

⚠️ Common exam mistakes

  • Apportioning common overheads only on the basis of loan amount, which unfairly burdens the home-loan department while ignoring that processing each loan consumes similar effort.
  • Ignoring that direct departmental cost must be charged 100% to that department before apportioning common overheads.
  • Treating interest paid on deposits as cost of the loan department — that is cost of funds, separately handled.
Reference:
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