Greetings & Introduction

Good morning/afternoon/evening Sir/ Ma’am. This is (caller name) calling on the behalf of Angel One. Am I
speaking to <Client Name>?

<Pause for customer to respond>

How are you doing today Mr./ Miss.< XYZ>

Hum aasha karte hein hai ki aap kushal hai

Good morning/afternoon/evening Sir/ Ma’am. Mera naam (caller name) hai aur mai Angel One.se baat kar
raha/rahi hun. Kya meri baat RAJA RAM se ho raha/rahi hai?

Purpose
[pause for an acknowledgment from the customer]

I am calling you to assist you in opening the demat & trading account that you have shown interest in by
registering on our website.

[pause for an acknowledgment from the customer]

Sir’Ma’am, We welcome you to our platform. Also, we are happy to provide you with an exclusive referral
offer, where you will get a voucher worth up to Rs 100 - 750.
We will be also providing you an exclusive offer where your brokerage charges, worth up to Rs 500 will be
reverted back to you within 24 hours in your ledger account, which makes your 1 month of trading nearly
brokerage-free!!

Interested:
Requirements;

In order to open the account online, all you need to have is a

1. An Aadhar-linked mobile number

2. PAN card (pic in the gallery is accepted)
3. Aadhar Card/ AAdhar Number
4. Bank account details - Account number and IFSC code

Sir / Ma’am do you have the above documents available ?

[pause for an acknowledgment from the customer]

Reschedule the call in case the customer doesn't have any of the above documents

[Note For SEs: Please do not pitch anything extra other than this, Also if the Client is
minor and wants to open the account with Parent’s Documents, then the agent should
take the consent of the Parents over the call. ]

Convince the Customer further with the below USPs if still Not Interested

● Unlike other trading platforms, we do not have any account opening charges.
● You have access to ARQ(AI search engine) which provides you with suitable stocks and Mutual
Funds as per your profile
 ● MTF and its feature
● AMC for the first year is completely free. From 2nd year onwards, we charge a monthly amount of
Rs 20 + GST (Rs 23.60 paisa), unlike other broking firms, which charge AMC for a year at once. This
will not impact your pocket as well

Abort Reason
Others: Select this only if no other state qualifies. Mention why you choose this in additional notes. Mentioning in
additional state whenever Others is chosen is mandatory.
Others: Select this only if no other state qualifies. Mention why you choose this in additional notes. Mentioning in
additional state whenever Others is chosen is mandatory.

Customer's Language?
Choose, in which language, the customer was talking.

Reschedule 2
Ok Sir / Ma’am. When do you want us to call back?

Phone Number
Please let me know the Number.
Kripya mujhe number bataye

End Call Abruptly Disconnected and Not Contactable

Thanks for your time, Have a nice day ahead!!!

End Call Abruptly Disconnected and Not Receiving

Thanks for your time, Have a nice day ahead!!!

End Call: Abruptly told Lead would connect himself if Interested

Thanks for your time, Have a nice day ahead!!!

End call Reschedule

Okay, Sir / Ma’am. Thank you. I’ll get in touch with you on [date] at [time]. Thank you so much for your time. Have a
good day!

End Call: Abruptly told Lead would connect himself if Interested - Wants detail over Email
Thanks for your time, Have a nice day ahead!!!

End Call: Abusive Lead

Thanks for your time, Have a nice day ahead!!!

End Call: Already Spoken

Thanks for your time, Have a nice day ahead!!!

End Call: Alternate Number

Thanks for your time, Have a nice day ahead!!!

End Call: Had too many doubts outside FAQs - Expert Call Required
Thanks for your time, Have a nice day ahead!!!

End Call: Incorrect Target Lead

Thanks for your time, Have a nice day ahead!!!
End Call: Language Issue
Thanks for your time, Have a nice day ahead!!!

End Call: Technical Issue (Can't Hear Properly) / Network Issue

Thanks for your time, Have a nice day ahead!!!

eKYC Flow:
Fantastic Sir/ Ma’am, opening a trading account on the Angel One App is quite a simple and easy process. Let me
guide you in completing the same.

Mobile Number, Email Verification, PAN Card & Bank Details:

1. Mobile Number
Sir/ Ma’am, Kindly open the app and enter your mobile number. Then enter the OTP that you will receive on your
mobile.

2. Email Verification:
- Sir/Ma'am, please add your Email ID and verify the same through.

3. PAN Card & Bank Details:

- Sir / Ma’am, Now you must be getting the page for entering your PAN Card details. Here you need to enter your
DOB (as per your PAN Card only), PAN Card number, and Email address(Note: PAN Xerox copy will not be
accepted)
As soon as the PAN Card number gets verified, you will get the option of entering your Bank Account Number and
IFSC Code. Sir / Ma’am, please fill out all the details -
Ma’am / sir you will receive 1 Rupee as Penny drop for your bank verification.
[Pause for an acknowledgment from the lead, if they have completed the above entries or not]
Sir / Ma’am, please click on the ‘PROCEED’ option now.

Not Having a PAN card

Sir / Ma'am, we would like to tell you that a PAN card is mandatory to open an account with us.
Please arrange your PAN card.

[Pause for an acknowledgment from the customer]

Thank you so much for your time. Have a great day.

Sir, maen aapko batana chahugi ki PAN CARD mandatory hai humare sath account khulwane ke liye. Dhanyawad
apna samay dene ke liye. Aapka din shubh rahe.

End Call: Test Call

Thanks for your time, Have a nice day ahead!!!

End Call: Other Cases

Thanks for your time, Have a nice day ahead!!!

End Call: Technical Issue - Connected

Thanks for your time, Have a nice day ahead!!!

End Call: Rescheduled

Thanks for your time, Have a nice day ahead!!!

Aadhar Card Verification:

Sir / Ma’am, Can you please tell us if your Aadhar card is linked to your mobile number?

NOTE FOR SALES EXPERTS

(KRA Verified customers do need not to go through Digilocker or Aadhar verification steps. These steps will be
automatically skipped for KRA customers.)
(KRA customers are those who have done investment in past or present)
(KRA - KYC Registering Agency)

End Call: Wrong Number

Thanks for your time, Have a nice day ahead!!!

AADHAR LINKED TO PHONE NUMBER → DIGILOCKER:

Sir / Ma’am, Please click on ‘SHARE YOUR KYC DETAILS’ option
Sir / Ma’am, Now you will be able to see the DigiLocker Page. Let me help you with the DigiLocker Process:
● Sir / Ma’am, Please Login or Register on DigiLocker using your Aadhar Number.
● Enter Captcha Code same as mentioned.
● Enter your OTP. You will be receiving it on the registered mobile number.
● After this, click on ‘Allow’.

AADHAR NOT LINKED TO PHONE NUMBER:

Ok, Sir / Ma’am. No Problem. Just Click on ‘Mobile number not Linked to Aadhar’ option.
Sir / Ma’am, In this case, you need to manually upload your address proof documents. Address proof documents can
include any one of the following documents:
● Front and Back Images of Aadhar Card
● Driving License
● Voter ID Card
● Passport
(This process will be done by the field RM)
[Pause for an acknowledgment from the lead, if they have completed the above entries or not]

Documents Upload:

Sir / Ma’am, Now you need to upload the following documents:

Note: Need to pitch below the mentioned line before the selfie step with cx.
"Sir/Mam, You will get the next step of Selfie upload where you will get the Pop-Up of Allow
& Deny. So please click on the Allow option"
● Selfie Upload:- Sir/Mam, please upload your clear selfie pic.

If the camera is not getting open via Website so ask cx to go to settings>> site Setting>> Allow
camera permissions.

● PAN Card:- Sir/Mam, Please upload your PAN card photo (PAN Xerox not allowed)
● Client Signature - Sir / Ma’am, you need to sign on a white sheet of paper and then upload it. Sir / Ma’am,
please make sure that the signature that you are uploading and the one present in the PAN card should be the
same

Note: The signature should be in blue or black pen only..

If in case the above procedure is not possible for you, then you can also crop the signature, the one present on your
PAN Card, and then upload it.

Activating Future and options trading (Optional)

Sir/ Ma’’am, now you must be seeing an option to activate Future and Options trading on your screen.

If you wish to choose to opt, click on Yes“, I want to activate now.” and then the following documents are required
as proof of income.

If you do not wish to opt now, you can click on “No, I will activate later” and move to the next screen.

Any one of the following documents are to be uploaded if you wish to Opt for Future & Options.

● Last 6 months Bank statement (No Minimum balance required)

● Passbook (previous 6 months)
● ITR acknowledgment of last financial year
● Latest Salary Slip (3months)
● Form 16
● Latest Demat Account Holdings statement

[Pause for an acknowledgment from the lead, if they have completed the above entries or not]

[NOTE FOR SALES EXPERT]

(If the customer does not want to activate their Options/ Futures/ Commodities/ Currency segment, but needs
to upload some miscellaneous documents, like a marriage certificate or any additional document, then they
can upload it in the Bank statement section itself.)
Sir / Ma’am, after this, click on ‘PROCEED’.

Personal Details:
Sir / Ma’am, Now you must be getting the option of filling out your personal details:

1. First you need to select your annual income (Options are Below 1 lakh, 1-10 lakhs, 10-25 lakhs, and above 25
lakhs)
2. Then you select your occupation (Options are Private, Government, Business, Others)
3. Gender
4. Marital Status
5. After this, please enter your Father’s first name and Father’s Last name. (Father Name should be as per PAN
card)
6. Fund settlement frequency
(Monthly & quarterly settlement fund)
(unused funds will be transferred from the trading account to savings account )

[Pause for an acknowledgment from the lead, if they have completed the above entries or not]

After doing all this, please click on ‘Proceed’

Not Sure For Adhaar Linked or not
( Take Permission from client to check the Phone no. is linked with Aadhar or not from our End)
1. Open https://uidai.gov.in/
2. After then click on Aadhar Services and then click on verify Aadhar number
3. Ask for an Aadhar card numbewww.uadai.gov.inr from the client and verify it.

Aadhar E-Sign:

● Sir/Ma’am, Now you are on the last step of account opening that is Aadhar e-sign. A pop-up with “Terms &
Conditions” appears on the screen. Kindly click on “OK.”
● You will now be directed to the NSDL page where you need to enter your Aadhaar number and then click on
the check box regarding Terms and Conditions. After this, click on ‘Generate OTP’.
● After this, enter the OTP and then click on ‘Submit’.
● You should be able to see “Esign in Progress” message on screen.

Process for Non-KRA Customers: (before e-sign)

Video IPV (Mandatory for all customers):

Sir/Ma’am, you are now on the IPV step, here you need to give permission for the front camera and record the video.
Please keep in mind that:
● The video duration needs to be 10 seconds.
● The face should be clearly visible and the face should not be covered by any object and it is recommended
that while recording the video it is a good practice to say your name.
[Pause for an acknowledgment from the lead, if they have completed the above entries or not]

Can you see the application status page on your screen?

If No
Note for Agent : ask the customer about what information he/she is able to see on the screen and guide
them accordingly.

Account Opened:
Sir / Ma’am. Congratulations!!
You have now successfully opened your trading and demat account on Angel One. Sir / Ma’am, you will soon receive
your UCC login credentials on your registered mobile number and email address, within 3 days as reflected on the
customer’s screen.

[Pause for an acknowledgment from the lead, if any]

Sir / Ma’am, you must also be getting the option of Refer and Earn. For this, either you can add your Friend’s name
and mobile number and submit the details or you can also refer to your friend by sharing the link given on the page.
The person whom you refer to needs to open an account on Angel One, with the same link that you have shared.
In order to avail of the referral offer, the person, whom you referred to, needs to open their account and start trading
within 60 working days. By doing this, you will be eligible for an exclusive voucher, worth up to Rs 100 - 750.

[Pause for an acknowledgment from the lead, if any]

End Call Closing
Congratulations Mr./Ms. XYZ. Your Trading & DEMAT account has been sent for further processing.

I would like to take this opportunity to thank you for your patience during this call. Wish you a lovely day/evening
ahead. Happy Trading!

Additional:-
Sir / Ma’am, Angel One is one of the topmost Broking firms which has existed in the market since1996. We at Angel
One, provides you with a lot of exclusive features where you can get:

○ A dedicated Research team, helping you out to select the stocks according to the market trend
○ ARQ Based stock recommendations tool which will help you build your own portfolio of stocks for a long term.
○ AMC for the first year is completely free. From 2nd year onwards, we charge a monthly amount of Rs 20 + GST
(Rs 23.60 paisa) monthly, unlike other broking firms, which charges AMC for a year at once. This will be not impactful
on your pocket as well
○ We also provide you with smart APIs like Algo trading
○ Unlike other broking platforms, we have minimal brokerage charges and trading in the delivery segment is
completely brokerage-free

Will do it Myself followup

Sir / Ma'am, I will not take much of your valuable time. During this call I will be assisting you in your account opening
process, so that you don't face any difficulty while doing this process and so that you can open your account with us
quickly, to avail the most exclusive services provided by Angel One.

Will do it myself
Ok Sir / Ma'am. Thanks a lot Sir / Ma'am for helping us out with the required information. Hope you enjoy using Angel
One services. Please feel free to reach out to us in case of any queries.
Thank you for your valuable time Sir / Ma'am. Have a great day ahead.

Account Already Opened Followup

Sir / Ma'am, Can you please confirm if you have received your user ID and Password from Angel One?

Not Received login credentials

Sir / Ma'am, This means that you have not opened your account with Angel One till now.

This call is in regards to help you out with the same. Kindly allow me 5 mins of your valuable time to take you through
the account opening process and so that you don't miss out on the exclusive features provided by Angel One

Capture Mobile Number

Sir / Ma'am, Can you please help me with the mobile number registered with Angel One?

[Capture Mobile Number]

Capture Email ID
Sir / Ma'am, Can you please help with your registered email ID?

KRA and Non-KRAccount Already Opened

Sir / Ma'am Thanks a lot for helping us out with all of your details. Thank you so much for your time Sir / Ma'am. Have
a great day ahead!

A
[Please select the appropriate option based on whether the customer is KRA or Non KRA]
NOTE: Do not ask this question from the client

End Call Esign with Emudhara

Ok Sir/Ma'am soon our Emudhara team will reach out to you,
Thank you and have a great day!

End Call - Below 18 Customer Minor

Hi. As you are below 18 Years of age, we will reach you out later as your age is minor as per your submitted records
Hi. As you are below 18 Years of age, we will reach you out later as your age is minor as per your submitted records

End Call - Account Already Opened - Haven't Received UCC

Hi. Thanks for your time . Will reach you out later.
Hi. Thanks for your time . Will reach you out later.