Search Knowledge Base Articles

Tide Business Cashback Card App On-Boarding

1. Training Objective

Step-by-Step Tide Business Account & Card Onboarding
  1. Download and Register: Download the Tide app and start the application by entering your mobile number and enter Referral Code - EE153 then verified via OTP.
  2. Enter Business/individuals Details: Provide details about your Individuals/business, including company name, business type ( general store, kirana store or registered company), and address.
  3. Provide Personal Info: Input your PAN card details, personal information, and address, ensuring it matches your Aadhaar card. verified aadhar with uidai portal with aadhaar otp.
  4. Complete Video KYC (VKYC): Perform a video KYC check, where you will interact with an agent to verify your identity using a valid ID card.
  5. Setup and Review: Set up the account, including security features like biometrics.
  6. Receive Card: Once approved, your Tide Expense Card is shipped, generally arriving within 5-7 working days.
  7. Activate Card: Activate your card through the Tide app once it arrives. 
Key Requirements:
  • You must be over 18 years old.
  • You must be an Indian citizen (for Tide India) with an Aadhaar-linked phone number.
  • You must have a valid PAN card.
  • An Android or iOS device is required. 

इस training के बाद BDE:

  • Tide account onboarding कर सके
  • सही तरीके से Account activation कर सके
  • Referral code correctly apply कर सके
  • Customer onboarding बिना error के complete कर सके

🟦 2. Product Knowledge

What is Tide Cashback Card?

✔ Correct Answer: All of Above

👉 Explanation:

  • Digital business account solution
  • Small businesses को payment manage करने में help
  • Invoicing + expense tracking tools
  • Cashback earning system

🟦 3. Target Customer

Target Customers for Tide Cashback Card?

✔ Correct Answer: All Above

👉 Includes:

  • Shopkeepers
  • Small business owners
  • Individuals (business intent के साथ)

🟦 4. Sales Pitch (Field Use)

👉 BDE Script:

“Sir, hum aapko free me digital business account setup kar dete hain jisse aap payment receive kar sakte hain aur apna business professional bana sakte hain.”

🟦 5. Key Selling Points

Key Points?

✔ Correct Answer: Both

👉 Includes:

  • Fast account opening
  • Easy payment collection
  • Business branding

🟦 6. Required Documents

Required Documents kya hai?

✔ Correct Answer: Aadhaar & PAN

👉 Note:

  • Aadhaar (mandatory)
  • PAN Card (mandatory)
  • Passport ❌ required नहीं है

🟦 7. App Download Process

Where to find app?

✔ Correct Answer: Both

👉 Steps:

🟦 8. App Start Process (Very Important)

❓ After install what to do?

👉 Steps:

  1. App open करें
  2. Allow permissions
  3. Click → Open Free Account
  4. Allow → Next
  5. Screen open रहे

👉 Then 2 options आएंगे:

  • Verify mobile number
  • Add Referral / Promo Code

👉 Enter:
Referral Code: EE153 (Mandatory)

🟦 9. Referral Code Rule

Is referral code mandatory?

✔ Correct Answer: Yes – Mandatory

👉 Important:

  • Referral code missing = Salary Missing
  • Always apply → EE153

🟦 10. PAN Card Entry

👉 Steps:

  1. Mobile signup complete
  2. Enter PAN number
  3. Enter DOB
  4. Confirm details

🟦 11. Aadhaar Details Entry

👉 Steps:

  1. Enter Aadhaar PIN Code
  2. Enter Address
  3. Click → Next
  4. Accept → “I’m sure”
  5. Next

🟦 12. Business Category Selection (Critical Point)

👉 Step:

  • Select category → General Store

👉 Important:

  • गलत category = rejection
  • Always use → General Store

🟦 13. Account Opening Step

👉 Steps:

  1. Click → Get a Tide Express Card
  2. Click → Open Free Account
  3. Confirm → Next
  4. Repeat confirm → Next

🟦 14. Communication Address Update

👉 Steps:

  1. Select Aadhaar address
  2. Click Next
  3. Repeat Next
  4. Enter OTP (Registered Mobile)

🟦 15. Final Activation Checklist

✔ Referral code applied
✔ PAN verified
✔ Aadhaar verified
✔ Category selected (General Store)
✔ Account opened
✔ OTP verified

🟦 16. Common Mistakes (Important for Training)

❌ Referral code skip करना
❌ Wrong category select करना
❌ KYC incomplete छोड़ना
❌ गलत mobile number

👉 Result:

  • Cashback नहीं मिलेगा
  • Account reject हो सकता है

🟦 17. Field Execution Flow (BDE Daily Use)

  1. Lead identify
  2. App install करवाना
  3. Referral code डालना
  4. KYC complete
  5. Account activate

🟦 18. Training Assessment

  1. Tide Cashback Card क्या है?
  2. Target customer कौन है?
  3. Referral code mandatory है?
  4. कौन सा business category select करना है?
  5. Required documents क्या हैं?

🟦 19. Final Summary

✔ Easy onboarding
✔ Fast approval
✔ Cashback earning
✔ High conversion product

👉 Golden Rule:

Referral Code + Correct Category = Successful Account Activation

Did you find this article useful?

Related Articles