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Financial Advisor Referral Program

While financial advisors are experts at creating roadmaps for their clients, they also need to think about their own financial stability. Any good advisor would know and appreciate the benefits of multiple income sources, which is why they should be considering the Metra Trust MyFIRST Referral Partner Program. With the help of this program, they can end up making more than ₹1 lakh per month without any prior investment! Read on to learn more -

Benefits of Joining

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Zero investment, uncapped earnings

Zero investment, uncapped earnings

Weekly commission paid directly to your bank account

Weekly commission paid directly to your bank account

Quick disbursement with zero physical documentation

Quick disbursement with zero physical documentation

Dedicated support through Relationship Manager & central helpline

Dedicated support through Relationship Manager & central helpline

Track your cases directly on the app

Track your cases directly on the app

Opportunity to work directly with Metra Trust and participate in recognition programs

Opportunity to work directly with Metra Trust and participate in recognition programs

First-Partner

Who are Financial Advisors?

Financial planners or advisors have various degrees and certifications in finance. Tax preparers, insurance agents, mutual fund agents and investment planners come under this umbrella.

They work in multiple domains and advise their clients with personalized solutions for short-term and long-term goals.

First-Partner

What Do Financial Advisors Do?

The role of a financial advisor is to manage and grow their client’s wealth. A financial advisor can help with managing their client’s loans, assets, investments, mortgages, superannuation, and retirement policies. The advisor's objective is to outline a proper plan for financial growth.

What are the Challenges a Financial Advisor Would Face in Earning Money?

Financial advisors must have a robust client base. Advisors must manage client demands, stay abreast with the latest financial laws and regulations, be extremely analytical and rational and provide meticulous information.

Further, they must be highly accurate with family risk management, client cash flow, business planning and investment management. Even the smallest error can lead to dangerous consequences. A financial advisor referral program is a risk-free, hassle-free, and quick way to earn money. Financial advisors can enjoy uncapped earnings via the Metra Trust MyFIRST Referral Program from the comfort of their home.

Is Referral Program Easy Money for Financial Advisors?

Yes, a referral program helps you earn money without any investment by simply dedicating a few hours daily. As a financial advisor, you can use your networking skills and further hone them by helping someone from your contacts who needs a personal loan. You can talk to them about their association with Metra Trust, help them fill out the application, verify their documents, and apply for the loan.

This helps you earn a weekly payout credited directly to your bank account. Now you can fulfil your goals like a vacation, wedding, or educational expenses. You do not have to touch your savings or liquidate your other investments.

About the Metra Trust MyFIRST Partner Program

Become a MyFIRST Partner in just a few steps. Download the Metra Trust MyFIRST Partner App and register yourself. Now, you can earn money by referring eligible people for a personal loan, business loans, used car loans, loans against property, and savings account. There is a dedicated relationship manager and mentor with a central helpline who can offer dedicated support throughout.

This program includes branch, regional, zonal, and national contests. You can earn a whole lot of exciting gifts, merchandise, and cash prizes over above the 1.5% commission. Any Indian citizen above 18 with a savings account with any Indian bank is eligible to apply.

How Does the Metra Trust MyFIRST Partner Program Work?

Referral marketing for financial advisors is a breeze since the process is digitised. Look for leads that might be interested in a personal loan and other banking products. Now let them know why they work with a particular bank and encourage them to proceed with the loan application. In return, you will earn up to 1.5% commission on successful referrals.

Apply with digital images of your PAN card, Aadhaar card, bank details, and GSTIN details to get started in five minutes. Sign up to get your digital ID instantly to benefit from the incredible  referral program. Earn as much as you wish to without an upper limit. A crisis such as a medical emergency is now less likely to derail your financial stability.

How to use the Metra Trust MyFIRST Partner App?

You can join the referral program by downloading the app and registering for free. Here are the steps that you need to follow:

Step 1

Download the MyFIRST Partner App

Step 2

Register using PAN, Address proof, and Bank details 

Step 3

Sign-up and get your digital ID instantly 

Step 4

Refer and track loan application of your customer


Now you can start earning at your pace. Simply help people with the loan process and get paid for your work. You can use the extra money to meet financial goals or pursue your aspirations without worrying about expenses.

First-Partner

What are the Rewards that we get in the Metra Trust MyFIRST Partner Program?

Rewards and benefits are awarded on four levels in the Metra Trust MyFIRST Partner Program.

Rewards are awarded both quarterly and annually. You can become a branch, regional, zonal, or national champion. Now earn appreciation plaques, merchandise, champion trophy, and an additional payout over and above the 1.5% commission you get on the referral. Know that no requests for equivalent cash benefits are entertained. Make as many referrals as possible through your contacts to maximise these awards.

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Learn more about MyFIRST Partner App

Frequently Asked Questions

How do you get referrals?

Refer and earn by encouraging and motivating your contacts to get a personal loan or sign up for a banking product. Simply make sure the person ticks off the eligibility criteria laid down by the bank. Now you can start earning handsome amounts once their loan is sanctioned.

Do MyFIRST partners have to pay for referrals?

No, you do not have to pay anything. A refer-and-earn program needs no investment. You need to download the Metra Trust MyFIRST Program app and upload the documents to start.

How do you ask clients for referrals?

You can talk to your clients about the benefits of Metra Trust personal loans and other banking products such as business loans, used car loans, savings accounts etc. Help your contact with their application, document verification, and the sign-up process. Once the loan is successfully disbursed to your contact, you will receive a 1.5% commission for the referral. 

Can you receive referral fees?

Yes, you can get a 1.5% flat commission on the amount on your referrals. Additional payment over and above the 1.5% commission can be received during contests. This helps upselling for financial advisors and ensures a better financial status. You can earn more than ₹1,00,000 per month from this program. More than seven lakh people have already registered for free to begin earning from this referral program.

Who is the potential audience for financial advisors?

Financial advisors work with millennials and boomers. They serve almost all demographics and can help them earn loans. People below 25 years of age could be an ideal audience since they are more likely to opt for frequent small-ticket loans, savings accounts, and car loans. Others include CAs, bank employees, real estate agents, and insurance agents. 

How much can they earn per referral?

Financial advisors can earn money by referring a personal loan. A flat 1.5% commission helps you earn ₹1,00,000 and more, per month. This is because the amount earned is directly proportional to the loan amount disbursed.

How can I get assistance if I need to understand anything related to the program?

Go to the “Contact Us” section on the Metra Trust MyFIRST Partner app to get real-time assistance from the central helpline or your relationship manager.

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