Direct Sales Activity Process

Guideline
Total Activity Chart
Visit For
Hunting

Provide
Build-up
Product
Relationship
Presentation

Submit Make
Report Agreement

Open
Start Payment
Different
Collection
Account

Start
Acquisition
Campaign
Visit Process

Preparing Provide Take Schedule Provide

Visit For Provide Negotiate for
Targeted Proposal/Offer for Product Agreement
Introducing Presentation Service Charge
Customer List Letter Presentation Draft Copy

Note:
- Depend on customer, visit process can be changed.
Visit Schedule (Hunting and Follow up)
Priority SL Priority Institute Name Suggested Visit Timing Suggested Visit Institute
1 Top 100 College 9am to 10am Govt. High School
Govt. Technical School & College
2 Govt. College Govt. Polytechnic Institute
3 Govt. High School 10am to 2pm Top 100 College
Govt. College
4 Govt. Polytechnic Institute Renowned Institute
5 Govt. Technical School & College 2pm to 3pm Lunch Time
6 Renowned Institute 3pm to 5pm Municipality/City Corporation
7 Municipality/City Corporation 5pm to 6pm Different Merchant
8 Different Merchant

Note:
- Keep in touch/ Follow up with all payment partners for assistance or relation maintain
Agreement Process

Required
Prepare &
Ensured by Share Draft Changing in the Ensure
Share Final Follow up for Agreement
Verbal Agreement Agreement Agreement
Agreement Agreement Done
Communication Copy Copy thru DS Date
Copy
Support Team

Note:
- Ensure Banner, Agents etc availability before agreement date
- Communicate with concern person about needful documents for opening merchant account and bank account
Merchant Account Opening

Communicate Follow up For

Collecting
Merchant to the Bank and Account
Agreement Auto Fund
Account Selected Bank Merchant Opening
Done Transfer
Opening Branch for Account Completed
Request
Bank Account Activation

Note:
- Try to complete merchant account and bank account formalities at the same day of agreement
- Submit auto fund transfer request to concern branch of bank and also send scan copy to support team by email.
Acquisition Campaign Process

Confirm Available
Again Circulate
Tools for Follow Segmented Follow up for
Institute Circulate Notice for
Campaign such as Strategy for Account
Notice for Account Campaign After
Assign Bank KYC, Successful Registration and
Opening Collecting First
Leaflet, Assign Campaign Activation
Payment
Person Etc.

Note:
- Institute should circulate Class/Year/Department/Semester wise both campaign date (account opening and payment collection)
- Concern Direct Sales member should circulate account opening notification to the concern TM, ASM and RSM keeping sufficient time.
Payment Process

Provide
Ensure Payment Status
Institute Provide Agent Again Circulate
Available Agent Report After
Circulate Notice List Banner to Notice for
Visibility Completing
for Payment Institute if Payment
Nearby Payment
Collection Needed Collection
Institute Collection

Note:
- More active agent points are the biggest help for smooth payment collection. At least need 4 active agents nearby institutes.
- Every institute should circulate twice or more date for payment collection. After first date, we must provide Payment Status Report to the
institute authority then circulate next date of payment collection.
- Concern Direct Sales member should circulate account opening and payment collection notification to the concern TM, ASM and RSM
keeping sufficient time.
- If required provide agent list (in Bangla) and payment process banner to institution before start any campaign.
Reporting
Activity
Account Opening Campaign
Payment Collection
Next Day Visit Report
Next Week Visit Report
Next Month Projection Report (Account
Acquisition and Payment Collection)
Agreement Projection Report
Communication Process
Inform to the concern ASM and RSM
regarding the campaign.
Inform to the concern TM, ASM and RSM
regarding payment collection
Send to the concern line manager of
Direct Sales (DS), keep CC concern ASM
and RSM
Send to the concern line manager of
Direct Sales (DS) and keep CC to the
concern ASM and RSM
Send to the DS_Support Team and keep
CC to the concern ASM and RSM
Send to the DS_Support Team and keep
CC to the concern ASM and RSM
Time Line
At least 10 days before DS will inform to
the concern ASM And RSM
At least 03 working days before DS will
inform to the concern TM, ASM and RSM
Before of visit date
Before starting of week (Every Saturday)
27th of every month
Last day of each week.
Responsibilities of Support Team Member
Md. Kamruzzaman:
 Support Team Monitoring
 Communicate with Bank
 Monitoring Payment
 Solving Problem/Error
 Portal Preparing
 
Shadab Shams Sowad:
 Reversal
 Monitoring Account Acquisition
 Portal Preparing
 Payment Disbursement
 
Md. Mashud Rana
 Activating Merchant Account
 Receive and Send Request for making PIN less
merchant wallet.
 Monitoring Operation Start of Payment Partners
 Portal Preparing
Mohammad Shariful Alam
 Prepare, Make Update and Follow Up Proposal
Letter and Agreement Copy
 Make Report for Payment Partners
 Any Report Compile and Submit to Head of Direct
Sales
 Portal Preparing
Communication
Proposal/Offer Letter and Agreement Copy:
Request send to shariful.alam@surecash.net and must keep cc to ds_operation@surecash.net
Merchant Account Activation and PIN less:
Request send to mashud.rana@surecash.net and must keep cc to ds_operation@surecash.net
Portal Create and Update:
You will send to ds_operation@surecash.net and institute authority will send ds_support@surecash.net
Portal Open and Close:
You will send to ds_operation@surecash.net and institute authority will send ds_support@surecash.net
Reversal:
Request send to shadab@surecash.net; must keep cc to ds_operation@surecash.net and institute authority or channel team
send to ds_support@surecash.net
Any Sort of Problem/Error Solve:
You will send to ds_operation@surecash.net and institute authority will send ds_support@surecash.net
Agreement Hard Copy, Any Requisition and TA/DA:
Courier to Mr. Shariful Alam, Executive, Direct Sales Support Team
Some Important Tips

• Institute authority must circulate three things in their payment notice

- Payment Keyword
- Format of Student ID which will use for Payment.
- SureCash customer service number 09606060607

• For any support of institute authority, they will directly communicate with DS Support team
(01980001585 or 01980001596 and email ds_support@surecash.net)

• Direct Sales Team Member never keep ds_support@surecash.net in your email because it for authority of
payment partners and others department of SureCash.
Thank You