Project Inbound/Outbound Project For Paytm Money

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Project Overview:

Objective:

Engage firms, enterprises, startups, and contact centers to generate leads and facilitate sign-ups on the Paytm Money platform.

  • Duration:35 months.
  • Project Type:Outbound/Blended new customer onboarding.

Confidentiality Statement:


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Company Background:


Paytm Money Limited is a SEBI-registered Investment Adviser (IA) offering investment execution and advisory services. It simplifies investments with zero paperwork, seamless digital KYC, automated payments, real-time portfolio updates, and data-driven insights to empower informed decision-making.

Parent Organization:One97 Communications (Paytm)


Partner Requirements: Who We’re Looking For:

To expand into new markets, Paytm Money seeks professional contact centers with proven expertise in telesales, customer support, and inbound/outbound call handling.


Role of Contact Centers:

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

Selection Criteria:

The following criteria will guide the selection process

Proven Track Record:Expertise in BPO operations and outbound telesales.

Flexible Payment Terms:Willingness to work on a fixed pay-per-seat model with weekly, fortnightly, or monthly payouts.

Infrastructure Readiness:Advanced telesales systems, including predictive calling, call recording, internal quality assurance, and training programs.

Scalability:Capability to accommodate workforce changes, scaling up or down as required.

Workforce Expertise:Ability to recruit skilled, native, or near-native language professionals within tight timeframes (up to 10 FTEs per week).

Innovation:Provide unique and creative solutions to gain a competitive edge


Compliance:

  • Employees must have clean criminal records.
  • Adherence to local labor laws, data privacy regulations, and health & safety standards.
  • Conduct business transactions in English.

Additional Requirements

Team Structure:

  • Minimum of 10 FTEs per language (excluding supervisors).
  • Capability to expand to 20 FTEs without prior notice and beyond with a 15-day notice period and written agreement.

Training:

  • Initial training sessions and recorded call samples will be provided.
  • Ongoing training for new hires and adherence to quality feedback is required.

Infrastructure:

  • Reliable internet connection with at least 200 Mbps bandwidth.
  • Workstations for agents (1:1 ratio) equipped with.
  • Windows 7 or higher with Pentium i5/i7 processors
  • 4 GB RAM (8 GB recommended)
  • 500 GB HDD, 17” monitors (19” recommended)
  • Google Chrome and standard office tools

Compensation and Benefits:

Earnings Potential:Fixed seat pay or commission structure, ranging between INR 45,000 to INR 80,000 per seat/month.

Payments disbursed every 30 days, with potential revisions based on roles and responsibilities.

Performance Incentives:Additional incentives will be provided based on results.


Contract Term

35 months, renewable. Flexibility to scale between 10 and 100 seats.


Ideal Workforce Profile:

  • Skilled in outbound sales and lead generation
  • Strong communication and persuasive abilities
  • Proactive problem-solving and customer service skills
  • Multilingual capabilities to cater to diverse clientele

Review Process

Responses to this Request for Information (RFI) will be reviewed to assess suitability. Any cost information shared will be used only for budget estimation and will not guarantee project allocation.


Key Notes


  • Decisions on selection/rejection will be communicated within 10 business days.
  • Project allocation is contingent on successful background checks and compliance inspections.
  • Business Drive Corporation reserves the right to withhold project allocation if compliance standards are not met.

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