Customer Account Opening Call Script

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ArdentSulfur
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18 Questions

What is highlighted as a key benefit for customers who are new to trading?

Access to guided portfolio services, smallcase, MFs, and NCDs

What is the purpose of offering a dedicated Relationship Manager to customers who have faced losses in the past?

To assist in making smart and efficient moves while trading

What option is NOT mentioned as a response for customers lacking funds?

Dedicated Relationship Manager assistance

For customers new to trading, what investment type is suggested as a safe option?

Equity delivery

What benefit is highlighted for Elite brokerage plan clients?

Free Call And Trade facility

What kind of charges are emphasized in the text as being non-existent?

Hidden charges

What is one of the key features mentioned for the Nuvema Wealth platform in the text?

Mobile application for trading

In the text, what does the representative mention about account opening charges?

There are no account opening charges

What is NOT a feature mentioned for the trading platforms provided by Nuvema Wealth?

Social media engagement platform

What is a benefit mentioned for the watchlist feature on the Nuvema Wealth platform?

Upto 100 stocks can be added in a single watchlist

Which type of charting is mentioned as available on the Nuvema Wealth platform?

Renko and Candle Stick charts

Based on the text, what should be done if a client asks about NMT or TX3?

Refer to FAQ points 26 and 28

What are the broking charges for Equity Intraday under the Lite Plan at Nuvamawealth?

0.01% or ₹10.00 / executed order

What are the broking charges for Equity Futures and Options under the Elite Plan at Nuvamawealth?

0.03%

What are the Demat Charges after the first year at Nuvamawealth?

DP and AMC charge is ₹500/+ taxes

What additional products can customers access at Nuvama wealth management apart from broking services?

IPOs, Bonds/ NCDs, Wealth products, Life and Health insurance products, FDs, etc.

What is the account opening process fee associated with the Elite Plan at Nuvamawealth?

No account opening charges

What are the broking charges for Equity Delivery under the Lite Plan at Nuvamawealth?

0.01% or ₹10.00 / executed order (whichever is less)

This quiz covers a call script for assisting customers with the account opening process. Learn how to handle customer requests for rescheduling calls and capturing date and time information effectively.

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