SAMCO SECURITIES

Account Opening Pitch – JULY 2020

INDEX

 Greetings & Identification of Client

 Introduction
 Purpose of Call
 Client Profiling & Effective Probing
 Product Knowledge & Benefits
 Documentation & Application Review
 Closing
 SAMCO SECURITIES
Account Opening Pitch – JULY 2020

Greetings & Identification of Client

Associate must greet client with energetic voice tone

(Namaste / Good Morning / Good Afternoon / Good Evening)

Associate must address client by his/her name to confirm identification of client

(Mr./Ms./Mrs.)
Good Morning! Am I speaking with Mr.Sanjeev?

Namaste! Kya meri baat Mr.Sanjeev se ho rahi hai?

Note - Once client confirm his/her identification (Associate must acknowledge client)
Thank you Mr.Sanjeev
 SAMCO SECURITIES
Account Opening Pitch – JULY 2020

Introduction

Associate must clearly introduce themselves & Business

(Associate Name & Business Name)

Associate can also ask or wish for client’s well being

(How are you? Hope you are doing well? Hope you and your family are safe and healthy)

Mr. Sanjeev my name is Rahul and I am calling you from SAMCO SEURITIES,
hope you are doing well?

Mr. Sanjeev mera naam Rahul aur hai mein SAMCO SECURITIES se baat kar
raha hu, asha karta hu aap theek ho?
 SAMCO SECURITIES
Account Opening Pitch – JULY 2020

Purpose of Call

Associate must clearly inform client, why he/she is calling & what is his/her concern
(Inform client about this application & pending process)
Associate must also share few related information to gain trust from client
(Review few pointers from application completed by client)

Mr. Sanjeev, I have called you today to help you start your Investment & Wealth
creation journey with SAMCO

Mr. Sanjeev, SAMCO mein aapke Investment aur Wealth creation journey ko start
karne ke liye aapko mein aaj call kiya hai
 SAMCO SECURITIES
Account Opening Pitch – JULY 2020

Effective Probing - I

As I can see, Mr. Sanjeev you have already shared your

{‘Contact Details’ & ‘PAN Details’ Et cetera.}
Associate must Acknowledge detail information provided by Customer in relation to his application
And now to complete your application request, we would require few more details
Inform Requirements if any

Aur mein dekh raha, Mr. Sanjeev aapne phele se hi apne Details share kiye hai
Associate must Acknowledge detail information provided by Customer in relation to his application
Abhi aapka application request complete karne ke liye mujhe kuch aur details enter
karne hoge
Inform Requirements if any
(Complete Application – Account Opening Form)
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Account Opening Pitch – JULY 2020

FAQ’s

FAQ’s – Below are few common segregations of FAQ’s

 AOF & Documentation

 Products & Leverages (Margin Calculation & Advance Order Type)
 Brokerage & Other Charges
 Trading Platforms
 Account Opening TAT
 Others

(Associate must help client and resolve his/her query or doubts by identifying client needs & share appropriate
information or rebuttals)

If “NO” Associate must move on to another probing question for more information from client.
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Account Opening Pitch – JULY 2020

Product Knowledge (Benefits & Charges) I

If client is currently investing or trading, associate should be able to understand & categorize client
as mentioned below

If client is Not investing or trading / Using any form of Savings Scheme(FD,LIC) / Mutual Funds can be considered as below
BEGINNER

If client is currently investing or trading on any platform in the form of (Mutual Funds / Shares Holdings) but same is done once or twice a (Week/Month/Year)
INVESTOR

If client is regularly investing or trading on any platform in the form of Stocks in Equity/Commodities or Derivatives Market

TRADER
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Account Opening Pitch – JULY 2020

Product Knowledge (Benefits & Charges) II

Below are few pointers and USP’s (Upselling Pointers) which will help associate to present relevant product to client.

IPO's

StockNote & Features (Research, Newsfeeds etc) 100% Brokerage Cash Back
BEGINNER

Brokerage Benfits
Delivery & Intraday Benefits
Equity
Margin & Leverage Products

Stock Basket Newly Launched SIP Product & Stock Basket Benefits

Trade Flex www.tradeflix.com

 SAMCO SECURITIES
Account Opening Pitch – JULY 2020

Product Knowledge (Benefits & Charges) III

Stock-Note Freatures / 100% Brokerage Cash Back

INVESTOR / TRADER

Trading Platforms
Stock Note web, Nest Trader & Call and Trade Service

100% Brokerage Cash Back (1st Month from

Stock-Note Application)
Brokerage Benefits

www.samco.in/technology/brokerage_calculator

Trade Flex & Knowledge

www.tradeflix.com
Center
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Account Opening Pitch – JULY 2020

Product Knowledge (Benefits & Charges) IV

EQUITY - INTRADAY

MIS - Upto 12X to 15X Leverage

(600+Stocks)
INVESTOR / TRADER

EQUITY
EQUITY
COMMODITIES
INTRADAY
CO - Equity Upto 33X (2in1 Order)
DERIVATIVES (F&O)
TRADING
with Stop Loss

BO - Equity Upto 33X (3in1 Order)

with Stop Loss & Target
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Account Opening Pitch – JULY 2020

Product Knowledge (Benefits & Charges) V

DERIVATIVES - INTRADAY

MIS - Upto 40% Margin Require -

NIFTY/BANK NIFTY &
INVESTOR / TRADER

50% Margin Require on Stocks

CO - Upto 100X Leverage -

STOCK NIFTY/BANK NIFTY &
EQUITY Upto 33X Leverage in Stocks (2in1 Order)

COMMODITIES DERIVATIVES BO - Upto 100X Leverage -

DERIVATIVES INTRADAY NIFTY/BANK NIFTY &
(F&O) TRADING Upto 33X Leverage in Stocks (3in1 Order)

MIS - Upto 30% for Index & 40% - 50%

Margin Require for Stock Option Selling
Option
OPTION PLUS LEVERAGE -
Upto 20X Leverage for Option Selling
Order Type - BO - CO
 SAMCO SECURITIES
Account Opening Pitch – JULY 2020

Product Knowledge (Benefits & Charges) VI

COMMODITIES - INTRADAY
INVESTOR / TRADER

MIS -
30%-50% Margin Required for all
Commodities
EQUITY
COMMODITIES COMMODITIES CO -
DERIVATIVES INTRADAY 30%-50% Margin Required for all
(F&O) Commodities
TRADING
BO -
30%-50% Margin Required for all
Commodities
 SAMCO SECURITIES
Account Opening Pitch – JULY 2020

Product Knowledge (Benefits & Charges) VII

CURRENCY - INTRADAY
INVESTOR / TRADER

MIS -
40% Margin Required for all
Currency

EQUITY
COMMODITIES CURRENCY CO -
DERIVATIVES INTRADAY 20%-30% Margin Required for all
(F&O) Currency
TRADING

BO -
20%-30% Margin Required for all
Currency
 SAMCO SECURITIES
Account Opening Pitch – JULY 2020

Product Knowledge (Benefits & Charges) VII

DELIVERY & CARRY FORWARD

CNC -
100% Cash Margin Required
INVESTOR / TRADER

NRML -
DELIVERY
Upto 4X Equity Delivery Leverage in
TRADING "CASH PLUS"

EQUITY
BTPT -
COMMODITIES Pay 25% Cash Margin & Rest 75%
DERIVATIVES Margin Required on Settlement Day
(F&O)

CARRY
(MCX / F&O / CURRENCY)
FORWARD
100% F&O Margin Required as per Exchanges
TRADING
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Account Opening Pitch – JULY 2020

DOCUMENTATION & APPLICATION REVIEW II

Aadhar Card
PAN Card
Passport
DOCUMENTATION

Address Proof Voter's ID

Driver's License

Latest Bank
Statement
Latest Bank
Statement
Saving Account /
Bank Proof Cancel Cheque
Current Account

Bank Passbook
Latest 6 months
Bank Statement
Latest 3 months
Income Proof
Salary Slip
Latest Year ITR
Copy
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Account Opening Pitch – JULY 2020

CLOSING
Mr. Sanjeev you have successfully submitted your application request & We will
reach you back on your e-mail with 24-72 Hours regarding your Account Opening Status
You can also check your Account Opening Status on https://www.samco.in/kyc-tracking
Or you can Call us back on our Customer Support 022-2222-7777
Mr. Sanjeev, Thank you! for your time. Have a great day ahead.

Mr. Sanjeev aapka application successfully submit hogaya hai aur hum aapko 24-72
ghante mein aapka Account Opening status e-mail karenge,
Aap khudse bhi Account Opening Status check kar sakte ho https://www.samco.in/kyc-tracking
Yaa ap humein Call back bhi kar sakte ho humare Customer Support pe 022-2222-7777
Mr. Sanjeev, Sukhriya! Aapka samay dene ke liye, aapka dinn shubh rahe.

~End~