Podcast
Questions and Answers
What is highlighted as a key benefit for customers who are new to trading?
What is highlighted as a key benefit for customers who are new to trading?
- Opportunity to start trading with a small amount of money
- Receiving a call from a sales executive for a walk-through
- Low brokerage charges up to Rs 10 per order executed
- Access to guided portfolio services, smallcase, MFs, and NCDs (correct)
What is the purpose of offering a dedicated Relationship Manager to customers who have faced losses in the past?
What is the purpose of offering a dedicated Relationship Manager to customers who have faced losses in the past?
- To explain the account opening steps in detail
- To assist in making smart and efficient moves while trading (correct)
- To provide free Call And Trade for elite brokerage plan clients
- To provide educational videos and past webinar recordings
What option is NOT mentioned as a response for customers lacking funds?
What option is NOT mentioned as a response for customers lacking funds?
- Dedicated Relationship Manager assistance (correct)
- Start trading with a small amount of money
- No hidden charges
- Lowest brokerage charges up to Rs 10 per order executed
For customers new to trading, what investment type is suggested as a safe option?
For customers new to trading, what investment type is suggested as a safe option?
What benefit is highlighted for Elite brokerage plan clients?
What benefit is highlighted for Elite brokerage plan clients?
What kind of charges are emphasized in the text as being non-existent?
What kind of charges are emphasized in the text as being non-existent?
What is one of the key features mentioned for the Nuvema Wealth platform in the text?
What is one of the key features mentioned for the Nuvema Wealth platform in the text?
In the text, what does the representative mention about account opening charges?
In the text, what does the representative mention about account opening charges?
What is NOT a feature mentioned for the trading platforms provided by Nuvema Wealth?
What is NOT a feature mentioned for the trading platforms provided by Nuvema Wealth?
What is a benefit mentioned for the watchlist feature on the Nuvema Wealth platform?
What is a benefit mentioned for the watchlist feature on the Nuvema Wealth platform?
Which type of charting is mentioned as available on the Nuvema Wealth platform?
Which type of charting is mentioned as available on the Nuvema Wealth platform?
Based on the text, what should be done if a client asks about NMT or TX3?
Based on the text, what should be done if a client asks about NMT or TX3?
What are the broking charges for Equity Intraday under the Lite Plan at Nuvamawealth?
What are the broking charges for Equity Intraday under the Lite Plan at Nuvamawealth?
What are the broking charges for Equity Futures and Options under the Elite Plan at Nuvamawealth?
What are the broking charges for Equity Futures and Options under the Elite Plan at Nuvamawealth?
What are the Demat Charges after the first year at Nuvamawealth?
What are the Demat Charges after the first year at Nuvamawealth?
What additional products can customers access at Nuvama wealth management apart from broking services?
What additional products can customers access at Nuvama wealth management apart from broking services?
What is the account opening process fee associated with the Elite Plan at Nuvamawealth?
What is the account opening process fee associated with the Elite Plan at Nuvamawealth?
What are the broking charges for Equity Delivery under the Lite Plan at Nuvamawealth?
What are the broking charges for Equity Delivery under the Lite Plan at Nuvamawealth?
Study Notes
Benefits for New Customers
- Key benefit for customers new to trading: Guidance from a dedicated Relationship Manager to help them navigate the trading process
- Suggested investment type for new customers: Mutual Funds, considered a safe option
Relationship Manager
- Purpose of offering a dedicated Relationship Manager to customers who have faced losses in the past: To help them recover from past losses and make informed trading decisions
Investment Options
- One option NOT mentioned as a response for customers lacking funds: No mention of a loan or credit facility
Elite Brokerage Plan
- Benefit highlighted for Elite brokerage plan clients: Access to exclusive features and benefits
Charges
- Emphasized non-existent charges: No hidden charges, no maintenance charges, and no account opening charges for the Lite Plan
- Demat Charges after the first year: ₹500 per year
- Account opening process fee associated with the Elite Plan: ₹1,500
Nuvema Wealth Platform
- Key feature: Watchlist feature to track favorite stocks and receive notifications
- Benefit of the watchlist feature: Allows customers to keep track of their favorite stocks and make informed decisions
- Available charting: Technical charting
Trading Platforms
- Feature NOT mentioned for the trading platforms: No mention of automated trading
Broking Charges
- Broking charges for Equity Intraday under the Lite Plan: ₹20 per executed order
- Broking charges for Equity Delivery under the Lite Plan: ₹0.00325% of turnover
- Broking charges for Equity Futures and Options under the Elite Plan: ₹50 per lot and ₹25 per lot, respectively
Additional Products
- Additional products accessible to customers at Nuvama wealth management: Wealth management services apart from broking services
Miscellaneous
- If a client asks about NMT or TX3: Redirect them to the customer support team for assistance
Studying That Suits You
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Description
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.
