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SAMCO Account Opening Script - Greeting and Introduction
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SAMCO Account Opening Script - Greeting and Introduction

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Questions and Answers

What documents are required to open a Demat & Trading account with SAMCO Securities?

  • Voter ID card and utility bill
  • Passport and driver's license
  • Social Security Number and birth certificate
  • Aadhar Card and PAN card (correct)
  • What question should the caller ask if the customer says he is an investor or trader?

  • What is your favorite color?
  • Do you like sports?
  • On which platform do you trade / invest? (correct)
  • Do you have any pets?
  • What is the purpose of the call as stated in the script?

  • To offer a discount on shopping vouchers
  • To conduct a survey on consumer preferences
  • To help complete the Demat & Trading account application process (correct)
  • To sell insurance products
  • What is the first step recommended by SAMCO to create wealth in the stock market?

    <p>Generate higher returns than the market index</p> Signup and view all the answers

    What feature does the new-gen SAMCO mobile app provide to help understand true stock market performance?

    <p>Create a personal index</p> Signup and view all the answers

    What is the purpose of comparing personal index's rate of return with the market index's rate of return in SAMCO's approach?

    <p>To understand true stock market performance</p> Signup and view all the answers

    What is the primary goal of SAMCO's AI-based recommendations?

    <p>To improve personal index's rate of return</p> Signup and view all the answers

    According to SAMCO, what is a key trait of an ace investor or trader?

    <p>Generating higher returns than the market index</p> Signup and view all the answers

    What benefit does SAMCO mention for those who belong to their elite community of investors and traders?

    <p>Generate higher returns than the market index consistently</p> Signup and view all the answers

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