Paytm auto taxi training ppt

What is Paytm?
Paytm is India’s largest mobile commerce platform. Paytm started by offering
mobile recharge and utility bill payments and today it offers a full marketplace
including e-commerce buying & selling, Mobile Wallet & Cashless Payments to
consumers on its mobile apps. We have over 100mn registered users. In a short
span of time Paytm has scaled to more than 60 Million orders per month.
Paytm is the consumer brand of India’s leading mobile internet company
One97 Communications. One97 investors include Ant Financial (AliPay), SAIF
Partners, Sapphire Venture and Silicon Valley Bank.

What is the Final Output
that I am Expected to Achieve on this Project?
You are expected to Get a minimum of 20 Auto/Taxi Drivers
to Sign up for Paytm Cashless Payments & complete the
Onboarding Process for each one of them.

What are Specific Steps/ Tasks that I need
to accomplish on this project?
Step 1:
Identify places in & around your locality where clusters of Auto Rickshaw/Taxi
Drivers can be found. These areas usually include places like residential area
gates, outside college campuses or Hostels, Marketplaces, CNG or Petrol
Stations, etc.
Step 2:
Approach these Drivers with the proposal of partnering with paytm to receive
cashless payments from their customers via Mobile Wallets. Make sure that
they have a smartphone.

What are Specific Steps/ Tasks that I need to
accomplish on this project?
Step 3: Once a Driver confirms his interest, Complete the Onboarding Process
using the following steps:
1. Fill out the KYC Form (Hard Copy) with their personal details.
2. Fill out the Online Onboarding Form with their Vehicle Details.
3. Apply the Paytm Merchandise (Stickers/ Dashboard Stands) on various places
on their Auto/Taxi body (you will be given samples of how & where to display
the merchandise at the time of project initiation)
4. Get them to Download the Paytm App and Train them on how to use it.
5. Take photos of the merchandise along with the Vehicle Number and Driver (you
will be given samples photos at the time of project initiation)
6. Submit these Photos and Forms to the project manager as directed.

1. Sales Pitch
2. Product Demo
3. Install App &
Do Demo
Transaction
4. Documents to be
Filled
5. Documents to be
collected & shared
with ops
6.
Merchandising
7. Enrolment details to be
shared with Project
Manager
7. Closure
 Add-Money
 P2P
 P2B
 Recharge
 KYC Form
 Enrollment Form
 As per Standard
Guidelines
 ID Proof
 Address Proof
 Photograph
Onboarding
Process/Cycle

Step 1:
Approach Driver &
Pitch Paytm

How to Approach the Driver?
Introduce Yourself:
• Hi, I’m from Paytm and I would like to talk to you about a very exciting opportunity
from Paytm. Can I talk to you for 5 minutes?
Ask Questions:
• Before we start, may I ask you a few questions?
• Have you heard of Paytm before?
• Do you have a smartphone?
• Do you have Internet Connectivity on your phone?
• Have you used Paytm or any other Payment/ Transport Apps on your phone before?
• Are you associated with any other companies such as Jugnoo, Ola, Uber?

Introduce the Product:
• Paytm is India’s largest mobile e-commerce website, offering you hassle-free solution to
day-to-day recharge problems & brings to you the best payment experience every day.
• 135 million people use Paytm Wallet to make their day to day Payments such as
Recharges, Bill Payments, Grocery, Milk, Retail Shops, Petrol/ CNG, and much more.
• Paytm enables these services for its customers by partnering with these Sellers/
Merchants and getting them to sign up on Paytm Wallet to receive money from their
Customers.
• Similarly, Paytm is now looking to Enroll Autos & Taxis such that they too can take the
money from their customers using a Paytm wallet rather than having to rely on Cash
Payments all the time.

Benefits: Why Should the Driver Sign-Up with Paytm?
 Get the exact payment amounts from Customers & avoid the hassle of taking or giving change -
“Chutta Nahi Hai? Paytm se kar do!”
 Pay for 99% of your or your family members’ daily expenses such as Phone Recharges, Bill
Payments, CNG/ Petrol Filling, Parking Charges, Metro Card Recharge, Grocery, Food, etc. through
your Paytm Wallet.
 Earn Cashbacks on almost everything that you pay for, through your Paytm Wallet.
 Transfer Money to your near & dear ones, instantly, from anywhere in the country. You can either
send it to their Paytm Wallets or to their Bank Accounts!
 Your Money remains safe at all times whether you are in a not-so-safe part of town, or if your lose
your phone. You also do not have to carry around a large amount of cash, hence safety.
 or As a KYC User, you will be charged only 1.5% as Bank Transfer Charges whereas normal users
are charged 4% for every transfer.

DownloadPaytmAppfromPlaystoreand
SignUpor SignIn
You can Sign up through any of the
following details:
• Email ID
• Phone Number
• Facebook
• Google+

Step 2 – Enter Amount to be
added and Press “Add Money
Step 3 - Select Card Type
and Enter Card Details
Step 1 – Click on Add Money
Option as shown below
Feature1:“AddMoney”

Step 1 – Select Pay or Send
on the Home Screen
Step 2 – Enter Mobile No,
Amount and Press Send
Step 1 – Click Paytm Code to
Pay by scanning QR Code
Step 2 – Scan the QR Code
to make payment
Feature 2: “PayorSendMoney” toMobile(P2P)

Step 1 – Select Bank A/C
Option
Step 2 - Fill the account
Details and IFSC Code
Step 3 – Fill IFSC Code or
Branch Detail
Feature 3: “PayorSendMoney” toBank(P2B)

18
PaytmWalletLimits
Additional
Benefit

If the Driver Agrees to Sign Up….

Step 3:
Install App on Driver’s Phone &
Do Demo Transaction

Install Paytm on the Driver’s Phone
• Go to Google Play Store, Download and Install the Paytm App on the Driver’s Phone.
• Register him/ her using their Mobile Number and other relevant details.
• Once again, give them a Quick Training on how to use the App on their Phone.
Do a Demo Transaction
• Open the Paytm App on your Own Phone.
• Go to ‘Pay or Send’ Option.
• Enter the Driver’s Mobile Number.
• Transfer Rs. 1/- to the Driver’s Wallet.
• Note down the Transaction ID
• Shown the Driver how & where to check the amount received.

KYC Form (Hard Copy) On-Boarding Form (Online)
ImportantFormsto GetFilled

Step 5:
Collect Document Proofs

DocumentsProofs
Proof of Address Proof of Identity
 Rent Agreement
registered by State Govt.
 Recent Telephone Bill
 Bank Account Statement
 Electricity Bill
 Aadhar Card
 Valid Passport
 Voter ID card
 Driving License
 Valid Passport issued
by Govt. Of India
 Driving License
 PAN Card
 NREGA Job Card
 Aadhar Card
 Voter Id
KYC Documents
1. Collect Photocopies/ Take a Clear
Photo of Any 1 POA & Any 1 POI
enlisted the given Table.
2. Take a Passport Style Photo of the
Driver (in place of the Passport
Photo required in the KYC Form)
3. Make sure that the Details for the
same are also filled correctly in the
Hard Copy KYC Form as well as the
Online Transport Enrollment Form.

MerchandisingInAuto-Collaterals to Use & How
Step 1:
Front Adhesive Stickers (Hindi & English)
• Paste 1 Front Adhesive Hindi Sticker & 1
Front Adhesive English Sticker on the Left &
Right Sides of the Auto’s Windshield – From
Inside – as shown in the Picture.

Step 2: Back Adhesive Stickers (Hindi & English)
• Next, Paste 1 Back Adhesive Hindi Sticker & 1
Back Adhesive English Sticker on top of the Front
Adhesive Stickers such that People sitting inside
the Auto can also see the Stickers in front of them
– as shown in the Picture.

Step 3: Vertical Back Adhesive Labels (English)
• Paste 1 Vertical Back Adhesive Labels on the
backside of the Back Seat of the Auto Driver – as
shown in the Picture (Though the Picture shows 2
stickers, paste only 1 in the Center)
• Write out the Mobile Number of the Auto Driver
very clearly on the Dotted Line given in the Label.
• This is to ensure that the Customer sitting inside
the Auto can see the Label & Number in front of
them and make the payment through their Paytm
Wallet very conveniently.

MerchandisingInTaxi–CollateralstoUse&How
Step 1: Front Adhesive Stickers (English)
• Paste 1 Front Adhesive English Sticker from
inside the Back Window Glass.
• Select the Back Window on the side where the
details of the Taxi Owner & Vehicle are
mentioned – as shown in the Picture.

MerchandisingInTaxi–CollateralstoUse&How
Step 2: Acrylic Dashboard Stand with Vertical
Back Adhesive Label (English)
• Take an Acrylic Stand and Paste 1 Vertical Label
on it.
• Then, write out the Mobile Number of the Taxi
Driver very clearly on the Sticker.
• Next remove the Adhesive Covering below the
Stand and Paste it firmly on the Taxi Dashboard –
as shown in the Picture.

Step 7:
Share Enrollment Details
with Project Manager

How to Record & Share
Enrollment Details for Approvals:
For Auto Rickshaws
Step 1:
• Take Photos of the Stickered
Parts of the Auto from Outside
& Inside - as shown in the
Pictures below.
• In this Step, therefore, you are
required to take a Total of 3
different photos as shown

Step 2:
Take a Complete Front View
Picture of the Auto along with the
Auto Driver standing beside his
vehicle & the Stickered Windshield
and Vehicle Number Plate clearly
visible.
How to Record & Share Enrollment Details for Approvals:
For Auto Rickshaws

Step 3:
Take a Photo of the Filled & Signed Hard Copy KYC Form
Step 4:
Take photos of the POI & POA documents furnished by the Driver
Step 5:
Take a Passport Style Photo (Portrait type Photo) of the Driver.
Step 5:
Share all the Photos (Total 5) from Steps 1,2,3,4 with the Project Manager by uploading them
on a WhatsApp Group which you will be added to. (For each photo you upload, you will be
required to edit the Caption of the Photo according to a given format).
For Auto Rickshaws

For Taxis/ Cabs
Step 1:
• Take Photos of the Stickered
Parts of the Taxi from Outside &
Inside - as shown in the Pictures.
• In this Step, therefore, you are
required to take a Total of 2
different photos as shown.

Step 2:
Take a Picture of the Taxi along with the Taxi Driver standing beside his vehicle & the Stickered
Window and Vehicle Number Plate clearly visible.
Step 3:
Take a Photo of the Filled & Signed Hard Copy KYC Form
Step 4:
Take photos of the POI & POA documents furnished by the Driver
Step 5:
Take a Passport Style Photo (Portrait type Photo) of the Driver.
Step 5:
Share all the Photos (Total 5) from Steps 1,2,3,4 with the Project Manager by uploading them on a
WhatsApp Group which you will be added to. (For each photo you upload, you will be required to
edit the Caption of the Photo according to a given format).
For Taxis/ Cabs

39
The CompleteSign-UpProcess:
StepwiseSummary/Checklist
 Approach Vehicle
 Do Sales Pitch
 Give Product Demo
 Install Paytm App of Driver’s Phone & Give Training
 Do a Demo Transaction
 Fill Online Enrolment Form
 Fill KYC form & collect document proofs
 Do vehicle merchandising
 Take Photos and share with Project Manager

I do not own a Smartphone?
• If the Driver does not own a smartphone, you should not go ahead with the sign up process.
What are the charges?
• There are No Charges for signing up on Paytm’s Wallet System.
How safe is my Money?
• Your Money remains safe in your Wallet at all time. You can only access it for Payments/
Transfer when you log in using your unique Username & Password.
What if My Mobile is Lost?
• If you Mobile gets lost, you should immediately log in to your Paytm Wallet from another
device and Change the Password. This is in addition to the security already provided by
Paytm wherein it asks you to verify your Transactions via OTPs every time.
Can I Change My Number?
• Yes, you can change your Number & Email Id at any time. It will not affect your Paytm Wallet
Services/ Amount.

Do you have a helpline Number?
• Yes, you may contact our Customer Helpline Number - 0120 306 2244. You may
also go to this Link to look at responses to common queries related to Paytm
Wallets - https://paytm.com/care/paytmwallet/
What if transaction failed and my money gets stuck?
• This is a very rare scenario. However, in case it does happen the money is
returned to your Wallet within the next 24 hours.
Do I have to register Account details to send money to Bank A/Cs?
• No, Paytm does not save the Bank Account Details that you input. However, every
time you want to transfer money to a certain bank account, you will be required
to enter the required details again.

Paytm auto taxi training ppt

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Paytm auto taxi training ppt