Name: RSoft Technologies
Brand: RSoft

Project Overview

Objective

To engage firms, enterprises, startups, or contact centers in generating leads and facilitating customer sign-ups on the Paytm Money platform.

Duration: 35 Months

Project Type: Outbound/Blended new customer onboarding

Confidentiality Statement

The information shared in this document is confidential and shall not be disclosed, in whole or part, to any third party. This restriction does not limit Contact Centers’ rights to utilize independently sourced or self-developed information.

This document shall not be reproduced without permission.

Company Background

Paytm Money Limited, a SEBI-registered Investment Adviser (IA), provides investment execution and advisory services. Our platform simplifies investment journeys with zero paperwork, seamless digital KYC, automated payments, real-time portfolio updates, and insights to enable informed investment decisions.

Parent Organization: One97 Communications (Paytm)

The Partners Who We’re Looking For

To expand into new markets, Paytm Money seeks professional Contact Centers specializing in generating leads and sign-ups via outbound telesales, inbound calls, and customer support.

Role of the Contact Center

Facilitate customer sign-ups on the Paytm Money platform by making outbound calls.
Ensure all sign-ups are valid and completed with customer consent.

Selection Criteria

Contact Centers will be selected based on the following

Proven Expertise: Demonstrated capabilities in BPO operations and outbound sales.

Compensation Model: Open to fixed pay per seat with weekly, fortnightly, or monthly payouts.

Infrastructure Readiness: Equipped with predictive calling systems, call recording, internal quality assurance, and training.

Scalability: Ability to scale operations, accommodating increases and decreases in FTEs.

Workforce Recruitment: Capability to hire highly skilled, native, or near-native language professionals within tight timeframes (up to 10 FTEs per week).

Innovation: Ability to deliver creative and competitive solutions.

Compliance:

Clean criminal backgrounds for all employees (direct or subcontracted).
Adherence to data privacy regulations, local labor laws, and health & safety standards.
Conduct business discussions in English.

Additional Contact Center Requirements

Minimum of 10 FTEs per language, excluding supervisory staff.
Flexibility to increase up to 20 FTEs without notice.
Increases beyond 20 FTEs require a 15-day notice and written approval.

Training

Initial “Train-the-Trainer” sessions and recorded call samples will be provided.
The Contact Center must train new employees and incorporate quality feedback.

Infrastructure

Reliable internet connection with a minimum of 200 Mbps bandwidth.
Workstations for agents (1:1 ratio) with the following specifications
Windows 7 or higher, Pentium i5/i7 processors
4 GB RAM (8 GB recommended), 500 GB HDD
17” monitors or larger, Google Chrome installed

Compensation

We offer competitive pay and incentives:

Fixed Seat Pay or Commission: INR 45,000 to INR 80,000 per seat/month. Payments will be made every 30 days and revised based on roles and responsibilities.

Incentives: Additional performance-based incentives will be provided

Contract Duration: 35 months, renewable. The agreement allows for scaling between 10 and 100 seats.

Desired Workforce Attributes

Proficient in outbound sales and lead generation
Excellent communication and persuasive skills
Customer-focused with proactive problem-solving abilities
Multilingual proficiency for diverse customer bases

Review Process

Responses to this Request for Information (RFI) will be reviewed to assess the feasibility of engagement. Cost information shared will only be used for budget estimation purposes.

Decisions on Contact Center selection/rejection will be communicated within 10 business days of receiving the RFI.
Final allocation is subject to background checks and compliance inspections.