Quotation Estimate Banker in Nepal Kathmandu –Free Word Template Download with AI

This Quotation Estimate is formally issued by Himalayan Financial Advisory Group, a registered financial services firm operating in Nepal Kathmandu, in response to the client's request for professional Banker services. This document outlines the comprehensive scope of work, deliverables, timelines, and associated costs for engaging a qualified Banker to provide end-to-end banking operations, financial advisory, and regulatory compliance support within the Kathmandu metropolitan area and its surrounding districts.

The Banker services described herein are designed to meet the regulatory standards set forth by the Nepal Rastra Bank (NRB) and to align with the operational requirements of commercial banks, development banks, and financial institutions operating in Nepal. This Quotation Estimate covers a twelve-month engagement period commencing upon mutual agreement and signature by both parties.

The professional Banker engaged under this Quotation Estimate shall perform the following duties and responsibilities within the Kathmandu, Nepal operational framework:

• Account Management & Operations: Full management of corporate and institutional bank accounts, including daily reconciliation, fund transfers, and liquidity management in accordance with Nepal Rastra Bank directives.
• Financial Advisory & Planning: Strategic financial planning, investment portfolio management, and risk assessment tailored to the client's business objectives in the Nepali market.
• Regulatory Compliance: Ensuring all banking operations comply with the Nepal Banking and Financial Institutions Act, 2073 (2016), Anti-Money Laundering (AML) regulations, and Know Your Customer (KYC) protocols mandated by the Financial Information Unit (FIU) Nepal.
• Loan & Credit Facilitation: Structuring, processing, and monitoring of loan applications, credit facilities, and working capital arrangements with commercial and development banks in Kathmandu.
• Foreign Exchange & Trade Finance: Management of foreign currency transactions, letters of credit, trade finance instruments, and cross-border payment facilitation in compliance with NRB foreign exchange regulations.
• Reporting & Audit Support: Preparation of monthly, quarterly, and annual financial reports; coordination with statutory auditors; and support for NRB inspection and audit processes.
• Technology & Digital Banking: Implementation and oversight of digital banking solutions, core banking system integration, and electronic payment gateway management as per Nepal's evolving fintech landscape.

* All amounts are quoted in Nepalese Rupees (NPR). The exchange rate reference for international clients is approximately 1 USD = 133.50 NPR (as of June 2025). Additional transaction-based fees for loan facilitation beyond four transactions will be billed at the stated per-transaction rate.

• This Quotation Estimate is valid for a period of ninety (90) days from the date of issue. Beyond this period, rates and terms are subject to revision based on prevailing market conditions in Nepal.
• Payment terms: 40% advance upon contract signing, 30% upon completion of the sixth month, and 30% upon successful completion of the full twelve-month engagement.
• The Banker shall maintain full confidentiality of all client financial data in compliance with Nepal's Privacy Act, 2075 (2018) and NRB data protection guidelines.
• Any scope changes or additional services beyond those listed in this Quotation Estimate shall be subject to a separate written amendment and additional cost estimate.
• The Banker is required to operate primarily from the client's designated office location in Kathmandu, Nepal, with a minimum of five (5) on-site working days per week.
• Disputes arising from this engagement shall be resolved through arbitration in Kathmandu, Nepal, in accordance with the Arbitration Act, 2055 (1999) of Nepal.
• This Quotation Estimate does not constitute a binding contract until countersigned by both parties and the advance payment is received.

By signing below, both parties acknowledge that they have read, understood, and agree to the terms, scope, and cost structure outlined in this Quotation Estimate for Banker services in Nepal Kathmandu.