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WorksheetsBDE Quiz
Total questions: 40
Worksheet time: 40mins
A BDE visited a merchant to complete KYC. The merchant refused to provide details as he had faced a fraud in the past. In such situations what should the BDE say to pacify the merchant? (Mark all that may be correct)
I am so sorry, for the problem you faced
Stay alert from frauds. It can happen with anyone and on any platform
You can share your OTP over call with people you trust or people from your family
Frauds are happening because there is lack of awareness. If you are more aware, frauds can not happen with you.
Which all business proof(s) can be approved as a valid OQC document? (More than one answer can be correct)
Printed Bill Book
GST Certificate
Electricity Bill
Vendor ID Card
The number of good winback merchants in your territory are going down. Upon enquiring, BDEs have time and again said that the merchants have faced fraud on PhonePe and are not willing to use PhonePe again. What all points will you use to tackle the situation? (Choose all that may be correct)
Explain it to the agents that merchants face frauds due to their own negligence and lack of awareness and should be explained the same
Ask the agents to remind the merchants to not share OTPs with anyone (not even family) while using any UPI app. These frauds are not company specific but can happen to anyone.
Please ask your merchants to only attend agents who are carrying their ID Cards
Don't fall prey to any cashbacks or lottery wins. These are just to lure the merchant into giving his OTP and that's when frauds happen
During a store revisit, BDE found that the PhonePe scanners were not working properly. What should be his immediate statement(s) to pacify the merchant? (Mark all that may be correct)
I am so sorry, for the problem you faced
Let me show you in such cases, you can request for new scanners on PB app
You can also download the QR and print it for the time-being usage
The on-ground support sales teams can be contacted and be requested to pay a visit at the store, hear out the merchant to understand the concerns of the merchant and issue new QRs
Correct Answers
Your Answers
Out of the given objections, which objection sounds irrelevant to you, that you do not need to solve?
I already have a bank QR which is working fine. Don't need more scanners.
I had previously faced a fraud in PhonePe. Therefore, I don't want to use it again.
We only deal in cash and we don't trust UPI apps.
I don't like the look of scanners. My shop doesn't look good with so many scanners sticking around everywhere.
Correct Answers
Your Answers
How many photographs you should ideally upload under "Store interior" tag while onboarding a merchant?
One
Two
Four
Eight
You needs to ask merchant to provide his document to onboard him. Which among the options can be the most appropriate way to ask for the same? (More than one answer can be correct)
May you please show me the passbook or cheque book of the bank account and your PAN card for that?
Sir, I need to see your name in your bank and on your PAN/GST and see if it matches.
Sir, give me all your business and Bank documents
By adding mobile number as notification receiver in one QR code
Choose the incorrect task you must NOT do while onboarding a merchant.
Entering correct merchant details and uploading proper store photographs
Asking merchant to download PFB and learn it by him/her self
Test transaction (showing test transaction in app)
Tag correct business category as per shop
Which point do you think will NOT convince a merchant if he is already using a Bank QR? (Mark all that may be correct)
Customers and merchants also earn cashbacks on transactions made on PhonePe QR scanner
In bank enabled scanners, merchants must raise a request for service visits and wait for a time frame to get their problems solved
We have exceptional servicing provisions where you can raise tickets on PB app with faster TAT
Our agents visit every store at least once in a month which leads to effective and immediate problem solving at that very instant.
Yes sir. Bank scanners are more trust worthy. Let me know if you need our scanner in future
What all points can an agent cover when the merchant refuses to take PhonePe QR saying he already has one scanner and that is enough? (Mark all that are correct)
We also offer all-in-one QR with no charges
We aren’t asking you to remove the other scanner but also place our PhonePe scanner next to the existing one and let the customer choose which one he wants to pay from.
We have exceptional servicing provisions where our agents visit every store at least once in a month which leads to effective and immediate problem solving at that very instant
Having an extra scanner will always help in receiving payments if at all any issues arise with the existing scanner
Ram, a BDE visited a store for onboarding a new merchant. He introduced PhonePe and showed PhonePe scanner to the merchant. The merchant said that he already had PhonePe in his all in one competition scanner. What all points should the agent pitch to the merchant to convince him? (Mark all that are correct)
Yes, but that is from a different service provider
You get access to PhonePe Business application where you can track all transactions, settlements, manage users, place requests for more scanners
We offer greater visibility on the PhonePe customer platform. Customers can call the merchant, check out the store pictures, chat with the merchant, rate the store and can also mark the store favourite. The merchant can track all these actions under store analytics on the PhonePe business app.
Okay, no problem Sir. Can you provide me any other lead for onboarding?
To complete a valid onboarding what all tasks you need to perform? (More than one answer can be correct)
Entering correct merchant details, phone number, category and uploading proper store photographs
PFB app download (explaining features of Business App)
Quality check - uploaded photo approved by the TSM
Monthly Active Merchant (MAM) to be over 2 days
Test transaction (showing test transaction in app) and giving at least 3 new scanners to the merchant
A merchant wishes to have an instant settlement, on which type of transaction you should onboard him/her?
P2ML
P2M
P2PM
P2PS
A merchant wants to enquire about the efficacy of the PhonePe business app in helping him to grow his business. Which point do you think will NOT have any positive effect on the merchant? (Choose all that may be correct)
Sir, we will make sure that you do not face any frauds in future
We are an equal opportunity platform. You have access to the platform where you can update some basic information like posting the store photos, updating catalog, store timings, services like home delivery etc, this will help you take your store to your customers
You can showcase your store to PhonePe customers through features like share store, mark as favorite store, sending payment link, responding to customer chats etc.
Sir, we will be giving you as many scanners you need to help grow your business
Customer has made the payment , but the merchant has not yet received the confirmation of the transaction and the transaction has not failed , but its still in progress, on PB app this transaction shows under
Failed
Pending
cancelled
successful
In order to download the report for the duration of their choice merchants must select _______duration Option in PB Web
Today
Custom
Yesterday
This Month
Transaction and Settlement Tab is visible for which kind of merchant
Instant Settlement
Daily Settlement
On PB web Transactions can be searched using Mobile number and QR code
True
False
Under Transaction tab in PB app , One can ( Select which all is relevant )
Set Duration and Filters
View Summary of Transactions
View List of Transactions
Update the inventory
Full form of UTR
Unique Transfer reference number
Unique Transaction report
Unique Transaction Reference number
UPI transaction report
Custom duration helps merchants to view transactions older than 6 months
True
False
Which of the below mentioned Statements are true
Minimum amount for the On demand settlement is Rs 100
You can Request for ondemand settlement for only once in 24 Hrs
Settlements and On demand settlements are made using NEFT
All of the above
Customised option feature is available in PB application to customised the date range for the transaction report
True
False
What is the URL for PB Web login
Mr Gill is a Sweets merchant , newly onboarded on Phonepe , He is more comfortable using PB on his laptop , his CA has asked him for the last 13 months transactions on UPI, pls guide him on how to fetch transactions of last 13 months.
Generate Multiple request
last 13 months report cannot be viewed
Raise a Ticket and wait for the resolution as no option is available
None of the above
On which Tab is the user suppose to click on PB app homepage to access to the transactions.
Khata
History
Manage Staff
Store Updates
Settlements are made using
NEFT
RTGS
IMPS
UPI
Every Transaction made on Phonepe QR is recorded on PB App and PB web for merchants to be able to access and track their sales and settlements
True
False
Choose the options visible on the agent scorecard on the homepage
Service and PB used
Number of Valid onboarding
Merchant where Photo QR deployed
Number of valid services
Where do you find the training videos on ACE?
Help - Tickets - How to find training videos
Help - Training resources - Sales capibility page
There are no training videos
Wrong task type filter under Discover Tasks
Store Check in
Store servicing
New QR assignment
Add stores
Choose the Correct task status filters under 'My Tasks' (More than one can be correct)
Approved
Rejected
Onboarded
Pending
Under Review
Can we find 'CHANGE BANK ACCOUNT' in task filter?
TRUE
FALSE
Choose the INCORRECT duration filter to view in Agent Scorecard
This week
This month
Previous week
Yesterday
How to check the number of onboards that were incomplete?
Tasks
Help section
Pending onboards
Raise a ticket
Where to check rejected tasks on ACE?
Discover Tasks
My Tasks
Summary
Training Resource
We can now watch ACE product update videos
under Sales Training Capability Page?
True
False
Which of the following topics are present under
ACE Training videos?
Getting started on Ace
Taking store photographs on Ace
Understanding merchant categories on Ace
Mannual KYC process
Merchant base of Phonepe
1 Crore
1.5 Crore
2.6 Crore
3.4 Crore
Registed users of Phonepe
10 Crore
32 Crore
36 Crore
50 Crore
