how to Fi Money saving account opening
Fi is a financial app that comes with an in-built savings account, it is known as noobank for working professionals. Fi helps to grow your money and organise your funds. It comes with a smart. zero balance savings account and features that help you get better with your money.
Features:-
1. Zero balance saving account.
2 Best returns on savings with smart deposits.
3. 2% cashback up to ₹250 on your first fund addition on Fi. T&Cs apply.
4. Free ATM Withdrawals.
5. No charges on money transfer.
6. Rewards on payments (fi-coins)
7. Flexible saving in SDS with up to 5.196% interest annually.
8. Instant and hassle-free payments.
9. Zero forex charges.
10. 100% digital & paperless.
Target Audience:-
1. Age: 18 and above.
2 Type: Salaried.
Documents Required:-
1 PAN Card.
2. Aadhaar Card.
3. Mobile Number (Linked with Aadhaar Card).
How it Works:-
1. Watch the training video Rules to Fi Money.
2. Share the link with your customers.
3. Customer to click on the snared link, download # money App open up on digito savings account: with Fi money.
Process:-
1.Suggest Money App to everyone in your network (Friends/customers)
2. Click on "shore to customer option and share the link with interested customers
3. Ask your customer to click on the line shared by you and choose Fl Money from the screen
4 Customer need to enter name and mobile number and click on start journey now.
5. Customers will be redirected on the Play store app to download Fi Money app.
6. Open Fi Money opp click on sign me up then allow access for phone and media.
7. Customer need to enter mobile number then it will send OTP on the given number and verified automatically.
8. in the next step customers need to enter a legal name that is the same as an Aodhaar card and ottoch email ID and confirm it.
9. Now it will ask to enter Fite referral code
customer need to click on Continue without Finito:-
Code then again click on Next
10. On next stop customer need to Students Employment type, Company Name and Annual
Income and click on Next.
11 Now customer need to enter PAN card number and DOB and click on Next.
12 Now customer need to enter Father and Mother's name and click on Next Customer can odd nominees or just skip.
13. Now customer need to enter Aadhaar number and verify with the OTP.
14. Now it will ask for personal verification. There.
Will be two steps:-
1 Selfie 2. Speak for digit secure code
15 Customer nood to give access for media, camera will open on the screen, show face properly and click on start verification
16. Now customer need to speak 4 digits code loudly which is shown on the screen then click on End verification
17. Now customer can see submitted details like name and it will confirm shipping address, soloot checkbox and click on 'Next'
18. Now click on swipe to open account allow access and select sim card with the some number which you have registered
19. Customer is almost done with the process, and he/she will get account opening confirmation from Fi Money through an email
