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Financial-product referrals in India

BankShakha: Financial-product referrals. Track every lead.

Refer customers to available credit card, loan, account and insurance campaigns. Copy an offer link, submit customer leads and track partner-confirmed commissions from your phone. BankShakha is a technology platform, not a bank or lender.

  • Campaign terms
  • Lead tracking
  • In-app support

Product catalogue

A wide catalogue of financial products your customers already want.

Credit Cards

Premium and entry-level cards from leading partner banks.

Attractive per-card payouts

Personal Loans

Refer eligible customers to available personal-loan campaigns.

Campaign-specific payouts

Savings Accounts

Zero-balance & premium accounts from top banks.

Per-account commission

Demat & Broking

Account-opening campaigns with institution-specific requirements.

Campaign-specific payouts

Business Loans

Business-finance referrals subject to lender eligibility and approval.

Campaign-specific payouts

Insurance

Available insurance campaigns subject to provider terms.

Campaign-specific payouts
Available campaign links
Refer
Customer lead status
Track
Campaign payout terms
Review
Advisor eligibility
India

Who can join

Built for anyone who talks money with people.

Wealth advisors

Deepen your book with a full-stack product shelf and modern digital rails.

Ex-bankers

Use your product knowledge to help customers explore available campaigns.

Loan agents

Add banking, credit cards and investments to what you already sell.

Students & freshers

Adults resident in India can explore referral work alongside their studies.

Insurance advisors

Bundle credit, savings and investments alongside your policies.

Homemakers

Work from home on your own hours — payouts direct to your bank.

4 easy steps

From sign-up to your first payout.

Step 01

Create an account

Register and follow the identity and payout requirements shown in your account.

Step 02

Review a campaign

Read product eligibility, documents, approval requirements and payout terms.

Step 03

Share the offer link

Use Start Now to copy the campaign link or open it in your browser. Obtain consent before submitting customer details.

Step 04

Track leads & payouts

Review lead status and wallet transactions. Commissions depend on qualifying leads and partner confirmation.

Why BankShakha

Manage referrals with clear information.

Commission records

Review credits and withdrawals in your wallet. Check the campaign's terms and partner-confirmed lead status.

Clear product requirements

Review eligibility and required documents before referring a customer. Product approval remains with the relevant institution.

In-app support

Raise a support ticket for a lead, payout, KYC or account question, or use the published contact details.

Transparent expectations

Earnings depend on qualifying leads and partner approval. No specific income or product approval is guaranteed.

Advisor checklist

A practical approach to each referral.

Review the campaign's eligibility, required documents and payout conditions before discussing an offer with a customer.

Cao

Choose an offer

Product requirements

Share the campaign's offer link and explain that the institution decides approval. Submit only genuine customer details with consent.

Rr

Refer responsibly

Customer consent

Check the submitted lead's status and any confirmed commission in your account. Contact support if the records need clarification.

Fto

Follow the outcome

Lead and wallet records

Ready to start earning as a BankShakha advisor?

Create an account, review available campaigns and share an offer link. Read the campaign conditions and advisor terms before referring customers.

Product distribution

Explore the categories in available campaigns.

Availability varies by campaign. Institutions set their own eligibility and product terms; listing a category does not guarantee approval.

Credit Cards
Personal Loans
Business Loans
Savings Accounts
Demat Accounts
Insurance

Get the app

Your entire distribution business, on one phone.

Review campaigns, share offer links and track leads and commissions with BankShakha. Learn about the platform and who it serves.

Today

₹12,450

HDFC Card · ₹4,200
Axis Loan · ₹5,600
Kotak Demat · ₹1,200

Account preview

Illustrative

FAQs

Frequently asked questions.

BankShakha is a financial-product referral platform in India. Independent advisors use available campaigns to refer customers, submit leads and track partner-confirmed commissions. BankShakha is not a bank, lender or insurer.

Explore BankShakha campaigns

Track leads and commissions