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Rupeeco, Products, MKTNG cammpigns, Loans Journey customer comes either…
Rupeeco
Offline Connector /Affliate Model
Online/Website
Products
Lending
BL
EL
HL/LAP
Car Loan
PL
CC
Insurance
Health
Travel
Car/Two wheeler
Forex
Forex Card
FX OTT
FX Cash
Invst
MF
Bonds
MKTNG cammpigns
SMS
automate with target audience basis the campign revert
EMAIL
Whatsup
Loans Journey customer comes either online or from Connector
2.OTP based mobile verification for online customers /no from customers
3 .Basic Details to be asked for Loans
Either we do it online
API integration with lenders
offline
send it manual
frwd docs b
utm link
customer finishes the journey on bank portal
we run BRE basis bank details suggest amost probable banks
option to upload docs
we can do basisc health c
MF/insurance
customer details
lead recieved /requirement statement
Recommed by Team
Customer chooses himself
Application Process/Redemption
Reports
Sample MF Portfolio with our Recommended funds
customer portfolio to be mapped
Portfolio Reports
Forex
Lead form recived
Lead passed on Angad and team
Docs recieved on website or mail
Sales closed by angad & Team
Report Generated
Bank details of Go Forex to be shared with the customer
Connector Onbaording
MObile verification
PAN /Adhaar Verifciation or docs upload
Bank details Verification
Agreement digital signature done
Onbaorded vendor QR code and login to CRM generated