Agent Dashboard
नमस्ते! आपका स्वागत है Finshark में
Recent Sales Activity
| Date | Product | Customer | Commission | Status |
|---|---|---|---|---|
| 2026-05-08 | Bajaj Personal Loan | Raj Kumar | +₹1,200 | APPROVED |
| 2026-05-07 | HDFC Credit Card | Priya Sharma | +₹850 | APPROVED |
| 2026-05-06 | SBI Term Insurance | Amit Singh | ₹950 | PENDING |
| 2026-05-05 | Axis Bank Savings | Neha Verma | +₹650 | APPROVED |
Available Products
Bajaj Personal Loan
₹50,000 - ₹30 Lakh
HDFC Credit Card
0% Annual Fee for 1st Year
SBI Term Insurance
Coverage: ₹25 Lakh - ₹1 Crore
Axis Bank Savings Account
Zero Balance Account
My Leads
| Name | Phone | Product | Status | Value | Action |
|---|---|---|---|---|---|
| Rajesh Patel | +91 98765 43210 | Personal Loan | QUALIFIED | ₹2,00,000 | |
| Meera Singh | +91 97654 32109 | Credit Card | WARM | ₹50,000 | |
| Vikram Kumar | +91 96543 21098 | Insurance | INTERESTED | ₹3,00,000 |
Earnings Breakdown
Product-wise Earnings
| Product | Sales | Avg Commission | Total Earned | % |
|---|---|---|---|---|
| Personal Loans | 8 | ₹1,200 | ₹9,600 | 39% |
| Credit Cards | 6 | ₹850 | ₹5,100 | 21% |
| Insurance | 3 | ₹1,950 | ₹5,850 | 24% |
| Savings Accounts | 1 | ₹500 | ₹500 | 2% |
Payout History
Account: HDFC • 8765****1234| Date | Amount | Month | Processing Time | Status |
|---|---|---|---|---|
| 2026-05-01 | ₹19,200 | April 2026 | 2-3 days | COMPLETED |
| 2026-04-01 | ₹22,800 | March 2026 | 2-3 days | COMPLETED |
| 2026-03-01 | ₹18,500 | Feb 2026 | 2-3 days | COMPLETED |
Next Payout
Pending Amount
₹24,500
Scheduled Payout
June 1, 2026
Training Hub
💰 Personal Finance Basics
Learn fundamentals of personal finance, loans, and investments
✓ Completed📱 Digital Sales Techniques
Master online customer engagement and closing techniques
In Progress (60%)🎯 Customer Success Strategies
Build long-term customer relationships and increase repeats
Not StartedMarketing Assets
हिंदी और अंग्रेजी दोनों में तैयार सामग्री - अपने ग्राहकों के साथ साझा करें
Social Media Templates
Instagram Story - Personal Loan
Ready-to-use story template
WhatsApp Status - Insurance
Vertical video template
Facebook Post - Credit Card
HD resolution (1200x628)
Copy Templates
Hindi Copy - Personal Loan:
"अपना सपना पूरा करो आज ही! तुरंत ₹50,000 - ₹30 लाख तक का लोन पाएं। कम ब्याज दर, तेजी से approval। अभी आवेदन करो: [Link]"
English Copy - Insurance:
"Protect your family's future with SBI Term Insurance. ₹25L-₹1Cr coverage. Apply now for instant approvals!"
Referral Program
Your Referral Link
Share this link with friends. They get ₹500 bonus, you get 5% of their earnings!
Admin Console
Manage Agents
| Agent ID | Name | Status | Sales This Month | Commission Pending | Rating | Action |
|---|---|---|---|---|---|---|
| #AG0001 | Raj Kumar | ACTIVE | 18 | ₹24,500 | 4.8/5 ⭐ | |
| #AG0002 | Priya Sharma | ACTIVE | 14 | ₹18,900 | 4.6/5 ⭐ | |
| #AG0003 | Amit Singh | INACTIVE | 2 | ₹1,200 | 3.2/5 ⭐ |
Manage Products
Bajaj Personal Loan
Commission: 1.2%
Active Since: Jan 2025
Sales: 342
Status: Active
HDFC Credit Card
Commission: ₹850/approval
Active Since: Feb 2025
Sales: 287
Status: Active
Commission Settings
Base Commission Structure
Payout Schedule
Bonus & Incentives
Network Analytics
Top Performing Products
| Product | Total Sales | Revenue Generated | Avg Commission/Sale | Trend |
|---|---|---|---|---|
| Personal Loans | 1,245 | ₹149.4L | ₹1,200 | ↑ 34% |
| Credit Cards | 1,087 | ₹92.4L | ₹850 | ↑ 18% |
| Insurance | 456 | ₹73.8L | ₹1,620 | ↑ 42% |