Professional Documents
Culture Documents
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Documents Required
1. PAN CARD
2. Registered Office Address Proof
3. Residential address Proof
4. Education Proof.
5. Cancelled Cheque.
6. A cheque for Rs. 1000 in favor of Zerodha as a fee for becoming an Marketing Partner.
The Online Marketing Partner module is a plug & play module provided by Zerodha which will
help you set up a business with immense earning potential. The key aspect to this partnership
which is different from a traditional franchisee business is that:
1. We dont require any investments from you in terms of cash deposits or setting up
infrastructure, etc.
2. Our module will help you capture the networking aspect of the broking business which
traditional brokers dont capitalize on.
We have listed a few key benefits (profit sharing discussed later) on why you should partner with us:
1. Zerodha has been able to create a lot of goodwill in the trading community. The way we
work is completely different from a traditional broking firm and a simple Google search will
show you responses of thousands of our clients. We have transparent charges, efficient
customer support and our brokerage rates are without any upfront commitments.
2. Advanced trading platform with an option to trade on the NSE, BSE and MCX. Features like
SPAN calculator, auto-trading plugin , z-connect, Trading Q &A, Varsity and many more
3. The biggest challenge in the broking business is to retain a client as there is always someone
offering a better deal. 90% of our clients never switch once they start trading with us as per
the data we have.
4. Acquiring clients is also a big challenge if you dont have a unique pricing offer. Traditional
pricing models are available at a dime a dozen, but our pricing model is unique. Its well
accepted across the world and eventually India should follow the same. We at Zerodha have
a first-mover advantage and we have recently tied up with the best PR firm in the country to
put our word out there. As and when we are heard about, you will potentially be able to
introduce new business to us and profit from it.
Work Profile:
If we partner, it is most likely either because you have an existing database of clients/prospects or
you have an idea which could potentially yield a database of prospects. In either case, the following
will explain the process to be followed:
1. You will update all your prospects as leads on our ZLM through the ZLM ID which will be
created for you. If you intend to capture the leads through your website, we will provide
you with an online form/link which will directly update the same on our ZLM. A lead will be
qualified by the mobile number and/or email ID.
2. Once on the ZLM, this lead will be mapped under you and as long as (less than 6
months from when the lead is updated on the ZLM) this lead opens an account using
the same mobile number and/or email id, he would be treated as your client.
3. Once the lead is on the ZLM, you can either call him/her to open an account or use the
sales person/team assigned to you by Zerodha for the same.
4. Coordinate with our sales/account opening team to ensure that the account is opened and a
demo is given on how to use the trading platform.
5. As explained before, for an online Marketing Partner we share the networking benefit that
traditional franchisee business doesnt. What this means is:
If the client you introduced to the business is satisfied with the trading/support experience
at Zerodha, he would most likely introduce new business to us through our Marketing
Partner Program. His reason for introducing could be monetary or not, but we would share
earnings with him based on our Marketing Partner Program. Our past experience has
proved to us that our program does help us get new leads on our ZLM from our existing
clients.What this means to you is that, all the new leads which would be referred by your
clients will automatically get assigned to you as your leads on the sales automation tool on
our ZLM. It will now be yours and our sales teams responsibility to call and close these
leads. Once the account is opened they will be mapped to you and increase your network
of clients through whom you can yield newer business. With all our existing partnerships,
this has been a key feature for their success.
MP Signature
2.
Date of Incorporation:
3.
Registration Number:
4.
a. PAN:
b. TAN
Compulsory
2.
City/town/village:
State:
Country:
Tel. (Res)
Fax:
_Email id:
Bank Name:
ii.
Branch Address:
iii.
iv.
v.
MICR Number: :
vi.
IFSC code:
Mobile No.
To
Ask Zerodha
(279/B 2nd Floor, 2nd main road 38th cross
Jayanagar 8th Block Bangalore -560082 )
DECLARATION
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