Zerodha Marketing Partner Program

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Have questions? Get in touch with your sales manager today

Enrollment to Zerodha – Marketing Partner

“Zerodha”, we are the fastest growing stock/commodity/currency broker in the country. We are revolutionizing the concept of online discount broking, a model which has worked very well in developed markets. To read more about our story till now, click here: http://zerodha.com/z-connect/zerodha/why-zerodha/our-story-till-now

You can also read on how Zerodha offers a brokerage edge and why we should be a preferred choice for clients who trade stocks/equities/commodities. Click here for more information: http://zerodha.com/z-connect/zerodha/why-zerodha/brokerage-edge

The key to our growth in such a short period of time is because of the partnerships we have

1. With all our clients through our “Marketing Partner”.2. Selected few through our “Online or Offline Marketing Partner Program”.

Marketing Partner: Our referral program where a client gets to refer new business to us through our sales automation tool on ZLM. Once the lead is in our system, our sales team will coordinate with the contact and help him open an account. As an incentive for the client we share with him 10% of all the brokerage generated from all the new clients referred by him. This program is open for all our clients and we have more than 3000 clients who actively take part in our “Marketing Partner”. Instead of spending on advertisements we have decided to grow our business in an organic way using word-of-mouth advertising from our happy & satisfied clients who are also motivated because of the earnings that we share with them.

If you have received this email/document from us, then it is most likely because we have identified you as a potential partner for our Marketing Partner Program. This document will also act as an agreement, if we intend to go ahead with the partnership.

Signature of Individual/sole proprietor

Documents Required

1. PAN CARD2.3. Residential address Proof4. Education Proof.5. Cancelled Cheque.

Registered Office Address Proof

6. A cheque for Rs. 1000 in favor of Zerodha as a fee for becoming an Marketing Partner.

ONLINE Marketing Partner

The Online Marketing Partner module is a plug & play module provided by Zerodha which will help you set up a business with immense earning potential. The key aspect to this partnership which is different from a traditional franchisee business is that:

1. We don’t require any investments from you in terms of cash deposits or setting upinfrastructure, etc.

2. Our module will help you capture the networking aspect of the broking business whichtraditional brokers don’t capitalize on.

We have listed a few key benefits (profit sharing discussed later) on why you should partner with us:

1. Zerodha has been able to create a lot of goodwill in the trading community. The way wework is completely different from a traditional broking firm and a simple Google search willshow you responses of thousands of our clients. We have transparent charges, efficientcustomer support and our brokerage rates are without any upfront commitments.

2. Advanced trading platform with an option to trade on the NSE, BSE and MCX. Features likeSPAN calculator, auto-trading plugin , z-connect, Trading Q &A, Varsity and many more…

3. The biggest challenge in the broking business is to retain a client as there is always someoneoffering a better deal. 90% of our clients never switch once they start trading with us as perthe data we have.

4. Acquiring clients is also a big challenge if you don’t have a unique pricing offer. Traditionalpricing models are available at a dime a dozen, but our pricing model is unique. It’s wellaccepted across the world and eventually India should follow the same. We at Zerodha havea first-mover advantage and we have recently tied up with the best PR firm in the country toput our word out there. As and when we are heard about, you will potentially be able tointroduce new business to us and profit from it.

For us to partner with you, we expect you:

1. To be efficient in all interactions with the client/prospect.2. To have a unique idea on how you intend to introduce new business to us.3. To not misrepresent/mislead any prospect/client with information other than what is

available on our website. If any such instances are found, you will be warned and it can alsoresult in suspension of this partnership.

Signature of Individual/sole proprietor

Work Profile:

If we partner, it is most likely either because you have an existing database of clients/prospects or you have an idea which could potentially yield a database of prospects. In either case, the following will explain the process to be followed:

1. You will update all your prospects as leads on our ZLM through the ZLM ID which will becreated for you. If you intend to capture the leads through your website, we will provideyou with an online form/link which will directly update the same on our ZLM. A lead will bequalified by the mobile number and/or email ID.

2. Once on the ZLM, this lead will be mapped under you and as long as (less than 6months from when the lead is updated on the ZLM) this lead opens an account usingthe same mobile number and/or email id, he would be treated as your client.

3. Once the lead is on the ZLM, you can either call him/her to open an account or use thesales person/team assigned to you by Zerodha for the same.

4. Coordinate with our sales/account opening team to ensure that the account is opened and ademo is given on how to use the trading platform.

5. As explained before, for an online Marketing Partner we share the networking benefit that traditional franchisee business doesn’t. What this means is:If the client you introduced to the business is satisfied with the trading/support experience at Zerodha, he would most likely introduce new business to us through our Marketing Partner Program. His reason for introducing could be monetary or not, but we would share earnings with him based on our Marketing Partner Program. Our past experience has proved to us that our program does help us get new leads on our ZLM from our existing clients.What this means to you is that, all the new leads which would be referred by your clients will automatically get assigned to you as your leads on the sales automation tool on our ZLM. It will now be yours and our sales team’s responsibility to call and close these leads. Once the account is opened they will be mapped to you and increase your network of clients through whom you can yield newer business. With all our existing partnerships, this has been a key feature for their success.

Signature of Individual/sole proprietor

APPLICATION FORM FOR MARKETING PARTNER (Individual/sole proprietor) (This information is the sole property of ZERODHA and would not be disclosed to any one unless required by law or except with the express permission of clients)

ZERODHA Reg Off: #175/176,2nd Floor, Bannerghatta Main Road Bilekahalli, Bangalore 560076 SEBI Registration Number: NSE:- INB/INF/INE 231390627, BSE:- INB/INF 011390623, MCX-SX:- INB/INF/INE 261390620

Please fill this form in ENGLISH and in BLOCK LETTERS A. IDENTITY DETAILS

Please affix your recent passport size

photograph and sign across it

MP Signature

1. Name of the Applicant: _____________________________________________________________

2. Date of Incorporation:

3. Registration Number:

4. a. PAN: Compulsory b. TAN

c. Unique Identification Number (UID)/ Aadhaar, if any: ___________________________________

B. ADDRESS DETAILS

1. Address for Correspondence:__A_s p_e_r s_ub_m_itte_d_ad_dr_es_s p_ro_o_f _________________________________________

_______________________________ _______________________________________________

City/town/village: Pin Code: _____________________

State: Country:

2. Contact Details: Tel. (Off) Tel. (Res) Mobile No.

Fax: _Email id:

BANK ACCOUNT DETAILS

i. Bank Name:

ii. Branch Address:

iii. Bank Account No. :

iv. Account Type: Savings Current Others

v. MICR Number: :

vi. IFSC code:

Signature of Individual/sole proprietor

5. Reffered By:- Client id / AP id :___________________________

To Ask Zerodha (279/B 2nd Floor, 2nd main road 38th cross Jayanagar 8th Block Bangalore -560082 )

DECLARATION

This is to declare that I/we, _________________________________, S/o or D/o_____________ having PAN

No._____________ residing at ( or registered office) _____________________________________________

hereby declare that:

a) am/are not forbidden to business under the Rules, Bye-laws and Regulations of theExchange ( NSE, BSE, MCX-SX, MCX, and NCDEX)

b) am/are not a sub broker or remisier of any other trading member of the Exchange ( NSE,BSE, MCX-SX, MCX, and NCDEX)

c) am/are not an employee of any other trading member of the Exchange ( NSE, BSE, MCX-SX, MCX, and NCDEX)

d) have not advertised in public, press or in any other manner that I/we are acting as abroker or member of the exchange. ( NSE, BSE, MCX-SX, MCX, and NCDEX)

e) have not passed contracts in my/our own name

I/We hereby certify that the above information are correct and if any is found to be false and incorrect the Ask Zerodha has got the right to recover the entire amount received by me/us through whatever means it deems proper. I/We hereby declare that I/We have read the regulation of the Scheme and agree to abide by the terms and conditions.

Regards, Name:_____________________________ Date:____/____/____ Place:______________________________

name of the partner