Moneyview DSA partner

MoneyView DSA Partner Registration: Complete Overview

A Direct Selling Agent (DSA) serves as a professional financial advisor, offering a range of products and services to clients. Upon registering with Moneyview DSA partner, they can provide expert advice and loan services to their customers.

This role is particularly beneficial for real estate agents, insurance agents, travel agents, and sales agents, presenting them with an excellent opportunity to expand their professional capabilities.

Moneyview DSA Partner Program Highlights

Age Limit 18 years or above
Citizenship Indian
Occupation Salaried, Self-employed, or Businessman
Experience No prior experience is mandatory
Mandatory Skills Communication and negotiation skills, Selling skills, Listening skills, and Client Relationship Management

Features or Benefits of Moneyview DSA Partner

Moneyview DSA Partner program offers several features and benefits designed to assist partners in effectively promoting and distributing financial products. Below are some essential features and benefits:

1. User-Friendly Platform- In-built interface for managing applications, tracking progress, and monitoring payouts. Mobile app accessibility for managing business.

2. Financial Growth- Potential to earn a substantial income through commissions and bonuses. Growth opportunities with higher earnings based on performance.

3. Professional Development- Skill enhancement through training and continuous learning. Networking opportunities with other financial professionals and industry experts.

4. Brand Association- Leverage the credibility and brand value of MoneyView DSA partner. Enhanced trust and confidence from customers due to association with a reputable brand.

5. Technological Edge- Utilization of advanced technology for efficient management and operations. Regular updates and improvements to the platform for a seamless experience.

6. Comprehensive Training and Support- Extensive training programs to understand financial products and processes and a dedicated support team to assist with any queries or issues.

7. Real-Time Tracking- Monitor the status of applications in real time from submission to disbursement. Receive notifications and alerts for important updates.

Eligibility Criteria for Moneyview DSA Partner Program

Organizations often consider several common requirements when selecting DSAs. Here are some general eligibility criteria for Moneyview DSA partner are as follows:

  • Minimum Age Required: DSAs should be at least 18 years old, although some financial institutions may require a higher age.
  • Educational Qualifications: While professional degrees are not mandatory, a minimum educational qualification such as a high school diploma or equivalent may be preferred by some organizations.
  • Occupation: Both salaried and self-employed professionals can apply to work as Moneyview DSA partners to earn additional income.
  • Work Experience: Many companies welcome all eligible candidates and provide them with training, but some may prefer partners with prior sales or marketing experience.
  • Citizenship: To work as a Moneyview DSA partner, you must be an Indian citizen.
  • Communication Skills: Strong communication skills are essential for DSAs to effectively convey details about the products or services they promote to clients.
  • CIBIL Score: A high CIBIL score is required to offer financial advice to others.

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Documents Required for Moneyview DSA Partner

Here is the list of necessary documents required to become a Moneyview DSA partner:

  • Registration Form- Complete the Moneyview DSA application form with all your personal and professional details.
  • Identity Proof- Provide any of the following: PAN Card, Passport, Voter ID Card, or Aadhar Card.
  • Proof of Address- Submit any of the following: Utility bills, Driving license, Voter ID Card, Aadhar Card, or Passport.
  • Income Tax Proof- Include Form 16 along with any other income tax-related documents.
  • Educational Qualification- Some organizations may require proof of minimum educational qualifications.
  • Bank Account Details- A bank account is mandatory as your payments will be processed directly to this account.
  • Training Certificates- Depending on the nature of the direct selling business, you may need to provide certificates or proof of training in sales or marketing.
  • Proof of Employment:

Business Owner

Submit address proof and a recent bank account statement for your business.
Self-Employed Provide financial statements and invoices.
Salaried Employee

Offer your latest salary slips.

  • Other Specific Requirements- Certain companies or organizations might have additional requirements based on their industry, compliance regulations, or internal policies.

Steps to Apply for the Moneyview DSA Partner Program

Becoming a Moneyview DSA partner involves a straightforward online registration process. Here are the general steps to apply for the Moneyview DSA partnership program:

Step 1: Contact Moneyview- Begin by visiting the official Moneyview website or reaching out to the designated department handling DSA partnerships to commence your registration process.

Step 2: Complete the Application- Whether online or offline, accurately fill out the application form with all required details. Submit all necessary documentation as requested by Moneyview.

The application form may include the following details about the DSA partner:

Personal Details Full Name, Current Address, Phone Number, Email Address
Professional Background Occupation, Years of Work Experience, Educational Qualifications, Certifications
Business Information Business Name and Address, Type of Work, Contact Information
Banking Details Bank Name, Partner’s Name (as recorded by the bank), Account Number, IFSC Code

Step 3: Document Submission- Once you’ve confirmed accuracy, upload or submit all required documents alongside your application form. Ensure they are clear, comprehensible, and in the specified format.

Step 4: Verification Process- Moneyview will conduct background checks and verify the information provided in your registration form and documents. They may request additional requirements or clarification if needed.

Step 5: Interview Scheduling- If Moneyview shortlists your profile, they will schedule an interview to assess your understanding of the Direct Selling Agent role.

Step 6: Agreement Review and Signing- Carefully review the agreement provided by Moneyview before signing to understand your rights and responsibilities.

Step 7: Certification and Training- Depending on the products and services involved, Moneyview may provide training to familiarize you with their offerings, procedures, and compliance standards.

Step 8: Lead Generation- Begin reaching out to potential customers to promote products or services and generate leads.

Frequently Asked Questions (FAQs) for Moneyview DSA Partner

Certainly! Here are some frequently asked questions (FAQs) for Moneyview DSA Partners:

1. What kind of financial products can I promote as a Moneyview DSA Partner?

Moneyview DSA Partners typically promote personal loans, business loans, loans against property, and other financial services offered by Moneyview.

2. Is there any cost involved in becoming a Moneyview DSA Partner?

No, there is typically no cost involved in becoming a Moneyview DSA Partner. It is free to apply and start working with Moneyview.

3. Are there any eligibility criteria to become a Moneyview DSA Partner?

Yes, Moneyview may have specific eligibility criteria such as minimum age, educational qualifications, and experience in sales or financial services. These criteria may vary.

4. Who can I contact for further questions about becoming a Moneyview DSA Partner?

For further inquiries about becoming a Moneyview DSA Partner, you can contact their support team via email or phone, as provided on their official website or communication channels.

5. How do I track my referrals and earnings as a Moneyview DSA Partner?

Moneyview provides a dashboard or portal where you can track the status of your referrals, view your earnings, and monitor your performance as a DSA Partner.


As a Moneyview DSA Partner, you will play a crucial role in helping customers find the right financial solutions while growing your own professional network and enhancing your sales skills.

Whether you are experienced in sales or new to the financial sector, Moneyview provides the resources and support you need to succeed. You can join them as a Moneyview DSA Partner and take the first step towards a rewarding and dynamic career in financial services. But before proceed must read information about other DSA’s partners.

You Can Compare Below with Other DSA Partners
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