Product Updates

Low on Brokerage Share Revenues? This Feature is For You3 min read

June 20, 2023


Low on Brokerage Share Revenues? This Feature is For You3 min read

The Paytm Money affiliate program works by providing registered affiliates with a unique referral link that they can share with their audience. When someone clicks on the link and gets onboarded onto the Paytm Money app, the affiliate earns a commission through either a fixed/ variable model.

In the variable model, the affiliates are given monetary benefits in proportion to the trades done by customers. The affiliates can closely monitor their customers’ last trade date details in a dashboard that is provided to them by Paytm money. Thus, it becomes imperative that affiliates engage with referred customers in resolving their issues and updating them on the various promotional offers run by Paytm Money, among other discussions.

One of the challenges that affiliates face is with reaching out to customers who have not traded on the platform in a while. Due to regulatory guidelines, affiliates are unable to see customer contact numbers, making it difficult for them to reach out to these customers to understand their concerns. This is where the new calling feature, that we have launched, comes in.

Masked Click to Call functionality for Affiliates

This feature allows affiliates to converse with customers in a more efficient manner. It is aimed at helping affiliates drive additional revenue and boost customer trades.

With the new calling feature, affiliates are able to select which customer they would like to call. Once the call is placed, the affiliate receives a call on their registered mobile number. After the affiliate picks up, another call is placed to the customer. Once the customer picks up the call, both the affiliate and customer calls are patched together. This allows the affiliate to converse with the customer without the need for a mobile number.

The new calling feature is available on the mirror dashboard, and data for these calls, like the last call date and last call duration is available for the affiliates. This data can help affiliate keep track of their conversations with customers and ensure that they are providing the best possible service.

One of the key benefits of this new feature is that it allows affiliates to connect with customers in a more personalized manner. By having a conversation with the customer, the affiliate can better understand their concerns and provide solutions that are tailored to their needs. By having regular conversations with customers, affiliates can stay up to date with their investment goals and provide support when needed. This would also help in building a stronger relationship between the customer and the affiliate, which can ultimately lead to increased trades on the platform, thus making it a win-win proposition – both for Paytm Money & affiliates.

The calling number as received by customers is a ‘Truecaller Business Verified’ number. This is important to ensure a higher connectivity rate of calls. Basis the discussion with customers, affiliates have a ticketing tool within the platform where they would be able to share details of customers directly with a dedicated support executive – whose primary task would be to resolve the concerns of the affiliate’s customers. This integration would make it a full-fledged customer support tool for the affiliates – all within the Mirror dashboard.

In conclusion, by becoming a Paytm Money partner affiliate, you could have additional income without any extra investment. Paytm Money provides you with a platform to reach out to your audience and equips your dashboard with all features to ensure smooth operations.

Disclaimer: Investments in the securities market are subject to market risks, read all the related documents carefully before investing. This content is purely for information purpose only and in no way to be considered as an advice or recommendation. Paytm Money Ltd SEBI Reg No. Broking – INZ000240532. NSE (90165), BSE(6707) Regd Office: 136, 1st Floor, Devika Tower, Nehru Place, Delhi – 110019. For complete Terms & Conditions and Disclaimers visit: