NBFC DSA Registration

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NBFC DSA REGISTRATION A Guide on NBFC Direct Selling Agent


Table of Contents Detailed Inside...

Eligibility Criteria for Direct Selling Agent Benefits of Becoming NBFC Direct Selling Agent Benefits to Customers from NBFC DSA Benefits to Financial Institutions from DSAs Duties of NBFC DSA (Direct Selling Agents) Documents Required for NBFC DSA Registration Process of NBFC DSA Registration in India Conclusion

SWARIT

ADVISORS

|

2020


Overview WHAT IS NBFC-DSA

The term “NBFC DSA Registration” denotes the registration of a person who works as a referral agent for NBFCs and Banks. However, in rural areas, these people are known as Business Correspondents.

The main job of a Direct Selling Agent is to find potential customers for banks or NBFCs they represent. Further, the leads generated by these people are then forwarded to the concerned bank or NBFC.

In this document, we will talk about the concept of Registration of Direct Selling Agents, and the benefits of becoming an NBFC DSA.

SWARIT

ADVISORS

|

2020


Defining Criteria

Eligibility Criteria to Become DSA Must be an Indian Citizen above the age of 18 years Must know about the Financial Products Wants to work in Public Dealing Must have Good Communication and Convincing Skills

Henry David Thoreau


Benefits of Becoming

NBFC DIRECT SELLING AGENT Provides Additional Income; however, the amount varies from lead to lead Enable to start a business with Low Cost and Less Risk Offers Flexible Working Hours No need for Higher Education Respective bank or NBFC provides Skill Training


Benefits to Customers from NBFC DSA The benefits to Customers from NBFC DSA are as follows: Concerns and Issues gets resolved easily and quickly by the agent Gets to choose from a variety of loan options DSAs are available to provide After-sales Assistance

SWARIT

ADVISORS

|

2020


Benefits to Financial Institutions FROM DSA

Provides Ease in Local Approach A Direct Selling Agent shortlists the Potential Customers Increases Awareness about the Financial Products offered by Institutions to the Common People DSAs efficiently address Loan Seekers DSAs perform Preliminary Verification, and Register needs of the clients

SWARIT

ADVISORS

|

2020


Duties of Nbfc DSA Provides Ease in Local Approach A Direct Selling Agent shortlists the Potential Customers Increases Awareness about the Financial Products offered by Institutions to the Common People DSAs efficiently address Loan Seekers DSAs perform Preliminary Verification, and Register needs of the clients


Documents Required for

Aadhar Card PAN (Permanent Account Number) Card Details Bank Account Details Driving License

NBFC DSA Registration

SWARIT

ADVISORS

|

2020


Application Process Visit and Submit the application to the respective NBFC, Bank, or any other Lending Platform; Make the required payment; After furnishing the payment, the applicant will be contacted by the concerned NBFC, Bank, or Lending Platform; Furnish the documents asked by the respective Institution; Now, the documents submitted will be verified; A team of legal professionals will conduct a process of Due Diligence, and will check the Credit History and CIBIL Score of the applicant; If the authorities are satisfied with the form and documents submitted, a duly stamped Agreement of DSA Registration will be sent to the applicant;


Now, fill in all the necessary details asked; Sign the Agreement of DSA Registration; Submit the Agreement; The authorities will now issue a DSA Code, which will be used to track the status of the application; After receiving the DSA, a Direct Selling Agent can start uploading the loan documents;


Conclusion

AÂ Direct Selling Agent or DSA acts as a bridge between the potential borrowers and lenders. Their main work is to collect leads and refer the same to the lending institutions.Further, these people are paid on the basis of the efforts put in by them. That means they are paid out some percentage of the actual loan amount.Furthermore, the services provided by these agents to banks or NBFCs are taxable under RCM (Reverse Charge Mechanism). For more details visit Swarit Advisors.


Talk to Us Mailing Address Block H Plot No. 55, Ground Floor, Sector 63 , Noida, UP

Email Address ho@swaritadvisors.com

Phone number +91-9821399320 , +91-9999519508

Source - https://swaritadvisors.com/learning/nbfc-dsa-registration/


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