HDFC Bank is one of India’s leading private sector banks offering a range of financial products and services. If you want to become a DSA partner with HDFC Bank, you can apply for HDFC DSA Registration online.
DSA or Direct Selling Agent is a person or entity that works as an intermediary between the bank and the customer. In this article, we will take a look at the steps involved in applying for HDFC DSA Bank Registration online.
Step 1: Check Eligibility Criteria
Before you apply for HDFC DSA Bank Registration online, it is important to check if you meet the eligibility criteria. Here are the basic eligibility criteria for becoming a DSA partner with HDFC Bank:
- You should be at least 21 years of age.
- You should have a minimum educational qualification of 10+2.
- You should have a valid PAN card, an Aadhaar card, and a bank account.
Step 2: Visit the HDFC Bank Website
Once you have checked the eligibility criteria, you can visit the HDFC Bank website to apply for DSA registration. You will find the ‘Partner with us’ section on the homepage. Click on ‘Become a DSA’ to proceed.
Step 3: Fill in the Application Form
You will be redirected to a page where you will have to fill in the HDFC DSA Registration form. The form will require you to provide your personal details, contact details, educational qualifications, and financial sector experience. Make sure you fill in all the details correctly and double-check before submitting the form.
Step 4: Submit Supporting Documents
After you have submitted the application form, you will be required to upload supporting documents. These documents include the following:
- PAN Card
- Aadhaar Card
- Educational qualification certificates
- Experience certificates (if any)
- Cancelled cheque of your bank account
Step 5: Wait for Verification
Once you have submitted the application form and supporting documents, HDFC Bank will verify the details provided by you. Depending on the volume of applications received, this may take a few days to a few weeks. HDFC Bank will communicate with you via email or phone regarding the status of your application.
Step 6: Sign the Agreement
If your HDFC DSA Registration is approved, you must sign an agreement with the bank. The agreement will outline the terms and conditions of your partnership with HDFC Bank as a DSA partner.
Step 7: Complete Training
After signing the agreement, you will be required to complete training. The training will cover HDFC Bank products and services, sales techniques, and customer service. Depending on the bank’s policies, the training may be conducted online or offline.
Step 8: Start Working as a DSA Partner
Once you have completed the training, you can start working as a DSA partner with HDFC Bank. As a DSA partner, you will promote HDFC Bank products and services and refer potential customers to the bank. You will earn a commission on every successful referral.
Step 9: Get Empanelled
After completing the training, you will need to get empanelled with HDFC Bank. Empanelment is the process of being listed as an approved DSA partner with the bank. You will need to submit a few more documents at this stage, such as your KYC (Know Your Customer) documents, address proof, and a few other forms.
Step 10: Receive a DSA Code
Once you are empanelled, you will be provided with a DSA code. This code is unique to you and is used to track your referrals and commissions. You must use this code whenever you refer a customer to HDFC Bank.
Step 11: Receive Marketing Support
As a DSA partner with HDFC Bank, you will receive marketing support from the bank. This may include brochures, flyers, digital marketing support, and other promotional material. You can use these materials to promote HDFC Bank products and services to your customers.
Becoming a DSA partner with HDFC Bank can be a lucrative career option for those who are interested in the financial sector. The steps involved in applying for HDFC DSA Bank Registration online are straightforward. Following these steps, you can become a DSA partner with HDFC Bank and earn a commission on every successful referral.