Customer Account Opening Call Script

Podcast

Play an AI-generated podcast conversation about this lesson

Questions and Answers

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?

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?

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?

Equity delivery Signup and view all the answers

What benefit is highlighted for Elite brokerage plan clients?

Free Call And Trade facility Signup and view all the answers

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

Hidden charges Signup and view all the answers

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

Mobile application for trading Signup and view all the answers

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

There are no account opening charges Signup and view all the answers

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

Social media engagement platform Signup and view all the answers

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

Upto 100 stocks can be added in a single watchlist Signup and view all the answers

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

Renko and Candle Stick charts Signup and view all the answers

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

Refer to FAQ points 26 and 28 Signup and view all the answers

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

0.01% or ₹10.00 / executed order Signup and view all the answers

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

0.03% Signup and view all the answers

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

DP and AMC charge is ₹500/+ taxes Signup and view all the answers

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. Signup and view all the answers

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

No account opening charges Signup and view all the answers

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

0.01% or ₹10.00 / executed order (whichever is less) Signup and view all the answers

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

Use AI to generate personalized quizzes and flashcards to suit your learning preferences.

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.