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Credit cards: the partner playbook

Cards are small tickets but high volume. The skill is matching the right card to the customer so the application is approved first time.

The right customer

  • Salaried customers with 6+ months of employment
  • Customers with an existing relationship with the issuing bank
  • First-time users who can start with a secured card

What lenders look for

  • Private banks issue most cards and decide quickly for salaried customers.
  • Public sector banks suit their own account holders.
  • Fintech issuers suit younger, digital-first customers.

Documents to collect

  • PAN and Aadhaar
  • Salary slip or ITR

Common rejection reasons

  • Income below the card's minimum
  • Too many recent card applications
  • Existing card dues unpaid
  • Address cannot be verified
  • Applied for a premium card too early

A worked example

Illustrative case

Customer: salaried, ₹45,000 a month, no card yet, score 740.

Recommend an entry card from the salary-account bank. Payout on cards is usually a fixed amount per approved card.