SOCIALMUDRA Member On boarding - Saral...
Transcript of SOCIALMUDRA Member On boarding - Saral...
SOCIALMUDRA Member On boarding
Step 1 – Form Filling
Customer 2
Collect Photograph and customer has to sign cross the photograph.
3
Collect KYC Documents & Inform customer to sign all the photocopies
1
Fill Form as per the instructions
Once the Company has approved the Form and KYC Application, then Member will get an SMS on the Registered Number.
3
•Fill Membership and A/C Form
Customer Registration Process
4
Customer Registration Process
KYC Documents
KYC Documentation List
# KYC Document Identity Proof
(I)
Current Address Proof
(A) Validity
1 Driving License Y Y Valid License only, permitted for identity & address proof
2 Latest Utility Bill (Telephone ,Electricity,Mobile,Piped Gas,Gas Connection Book, Water Bill Municipality)
N Y* Utility bills should not be older than 3 months. Can be in the name of relative(Parent/Children/spouse) with whom prospective customer is living along with a declaration from the relative
3 Pan Card Y N
4 Voter ID Y Y Permitted for identity & address proof
5 Passport Y Y Permitted for identity & address proof
6 Income/Wealth Tax assessment N Y
7 Photo credit card Y N
8 Govt/Defense ID card Y N
9 Salary slip N Y For Govt employees & PSU only
10 ID card of reputed employer Y N Employee of Govt & PSU only
11 Student ID Y Y Only of registered institutions, ID card should have Address mentioned
12 Document/Communication issued by GOI/State Govt/Local Body
N Y
13 statement from existing bank N Y Bank statement should not be more than 1 month old
14 Ration card/Certificate from local body/NGO/MFI in case of rural customers (With photo)
Y Y
15 Ration card/Certificate from local body/NGO/MFI in case of rural customers (Without photo)
N Y
16
Letter from employer/recognized public authority or public servant verifying present address and permanent address along with attestation of photograph
Y (If photo included)
Y
17 Credit card statement N Y Should not be older than 3 months
18 Job Card Y N
19 UID Aadhaar cards Y Y Aadhaar Card is acceptable as a valid ID proof but it can also suffice POA, only in case address mentioned on Aadhaar card is Applicant’s current address
Agent Phone
Member registration on App
Go to App Menu and select Manage Customer
Select New Member option
Enter your member mobile no., your Promoter ID, customer name and DOB
Select Program Type for the Member
Enter Prepaid Debit card number
Go to the Menu and open the application
Step 3 Cont. –Registration of a Customer
Ask the customer to confirm the information
After a successful PIN verification, a confirmation screen will appear
Enter the PIN
Agent Phone
Member Activation
• After the Member enrollment is done, kindly
send document hard copy to company and
confirmation about fee .
• Membership Activated by company and a SMS
will be received to member their registerd
mobile number.
Step 7- Training to the Customer
Show the Consumer User Guide & flyer. Give a demo of the following-
Recharge Mobile Prepaid and DTH
Send Money to Anyone and Any bank
How to Register Billers, Pay Bills
Show Charges & Offers/ handover service guide and flyer
Withdraw money (inform that it can be done at Bank ATM. Also, at agent locations
Call the give the demo of care line at for troubleshooting or assistance