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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?

Generate higher returns than the market index Signup and view all the answers

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

Create a personal index 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?

To understand true stock market performance Signup and view all the answers

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

To improve personal index's rate of return Signup and view all the answers

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

Generating higher returns than the market index Signup and view all the answers

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

Generate higher returns than the market index consistently Signup and view all the answers