Telephone Etiquettes-

- Greet the caller, e.g. “hello,” “good morning.” Good manners show you respect the caller.

- Give your name. This is a courtesy that serves to personalize the customer service experience as
well as allowing the customer to hold you accountable for your level of service.

- Pick up the phone in three rings. More than three rings signals chaos in your office or
inattentiveness.

- Ask the customer if or how you can help. Asking to help tells the customer you are there to
serve his/her needs and to solve his/her problems. This also leaves the customer with a positive
impression.

- The greeting is key; it sets the tone and style of the whole interaction.

#Small Tips-

- Smile as you pick up the phone.

- Use your “telephone” voice, controlling your volume and speed.

- Project a tone that is enthusiastic, natural, attentive and respectful.

- Greet the customer, and identify your company and yourself.

- Always speak calmly and choose your words.

Opening-

Plan 1­ If prospect is trading

BDE­ Good morning/ Good Afternoon/ Good Evening, Sir/ Madam,(Pauses needed) This is 
XYZ (state your full name) calling from Perfect Research

Do you trade in equity or commodity market? Or how is your trading going on?

Prospect­ I trade in Equity Market.

BDE­ All right, Sir. May I know since how long you are trading and what your investment 
is?

As per customer response, note down the details in CRM. Also confirm whether customer 
trades in Intraday or delivery. Then use below mentioned script­

Sir, as you are trading in intraday cash market, here we provide you 3­5 intraday calls by 
following which you can comfortably earn minimum 25% net return on your investment 
with very good accuracy in our recommendations. So if you trade with us we can multiply 
your returns.

(State market name & type (Intraday / delivery / HNI), followed by return percentage as per
prospect’s investment)

Prospect- Ok, how do I believe?

BDE- Sir, I would arrange a free trial for intraday cash service. Please let me know for which date
I should activate your Free Trial. Take details from client. Arrange FT. and close the call by
following below mentioned script.

Sir, you will receive our trial messages on (state date). I would request you that do paper trade
while observing my recommendations. Have a great day ahead. Thank you.

Plan 2- If prospect is not trading

BDE- Good morning/ Good Afternoon/ Good Evening, Sir/ Madam, This is XYZ (state your full
name) calling from Market Magnify.

Do you trade in equity or commodity market? Or how is your trading going on?

Prospect- I don’t trade in market.

BDE- BDE must try to find out the reason that why customer doesn’t trade.

Possible reasons could be that he is not aware about the market, has incurred loss in trading,
doesn’t get time to trade etc. As per the reason BDE should convince the customer for trial by
using below script-

Sir, these days market is really very positive and our last week return on cash service was Rs.___.
Our clients are making good profits by following our recommendation with strategy.

Believe me Sir, this is the best time to trade and make money from market. By trading with me
you can have a secondary source of earning. You can start trading with even small amount. And
can subscribe for my initial/basic plan to get profit from market.

Wait for customer response and accordingly handle the call & convert the prospect for free
trial and close the call by thanking the prospect.

FAQ's-

01. I had suffered loss from previous company so how can I trust on your company.

Ans : Sir, Our Company is SEBI Registered, Have very good Brand Image, its ISO certified & have
very
good Research Team. All investment advisory companies are not same hence service quality also
differs.

02. What were the calls given in free Trial.

Ans : Give answer according to segment/ service for which Trial was taken by checking
messenger.

03. Why can’t we work on your free trial calls

Ans: Sir, Trial calls are given so that you can understand our trading strategy & pattern hence you
are

recommended to observe/watch them. Once you will subscribe for service, you will be given
proper follow ups for timely entry & exit from the market & to get benefited as subscribed client.

04. Is your company's track sheet is trial calls based.

Ans : No, For Paid Calls only and ob=n actual basis

Calls those are given to the paid clients, only these calls are mentioned in our Track sheet.

05. Do you have any commitment plan.

Ans: No. We do not have any commitment plan because it is against Regulations in Stock Market

and there is not 100% profit surety/ Guarantee in market.

06. How many days, free trial you give.

Ans : We provide 2-days free trail because Free trial is given to watch & understanding call
pattern & our trading strategy.

07. Why you always book profit at almost rate (price)

Ans: This is our strategy , our objective is to let you earn good amount of profit.

08. Do you have profit sharing service.

Ans: No. We do not have any Profit Sharing Service because it is against Regulations in

Stock Market, Our Company is SEBI Registered & It's against SEBI guidelines as there is nothing
sure in market.

09. From where you got my number.

Ans : From our Back end Team, may be you have registered your number on line.

10. Can you mail me for profit commitment.

good services.

11. Do you have Money refund policy.

Ans : No, We do not have any Money Refund policy.

12. How much accuracy level you have ?

Ans: We provide at least 85% accuracy on Monthly basis.

13. How many calls you provide in a day (according to service)

Ans : It depends on service you subscribe (2-4 calls)

Note : Please refer Website.

14. Why are you making enter at so high level.

Ans : It depends on our researcher's level (Support or Resistance) , our objective is to make you

benefited & satisfied.

15. Which software your researchers use for research.

Ans: We apologies as can not provide this information as its confidential .

16. I am a long term investor, I am not a trader. Do you have any service where I can get calls for

holding of 1 - 2 years.

Ans: Sir, this time duration is very high .you can get very good returns in 2-3 months by
subscribing our services only which will be depends on your Investment & if you work on your
trading strategy.

17. Why don't you provide positional calls as demo.

Ans :This is only for paid Clients not for Free Trial because these kind of calls having big Targets

which we can not give as trial calls.

18. Charges are very much high as compared to other company.

Ans: Our Service quality is very good hence our Brand Image is very high.

This pricing is very less as compared to our service returns, refer track sheet of respective service
& explain.

19. Do you provide jack pot / Inventories / Data base calls.

experienced research experts Tips.

20. What is your Monthly basis return.

Ans: It depends on your investment amount and services for which you subscribe.

21. Difference between services.

Ans: Executive need to answer Basis on Client's investment , trading pattern, Refer services .

Need to visit website / DISHA & share description of services .

Refer Track records for Profit calculation & comparison.

22. How many points target you give in Gold & Silver calls

Ans: In basic service – Tgt 30 - 40 - 50 points, In Power - Open ended target.

23. Trade only in copper and Crude oil.

Ans: Ok sir. If you want then we can give calls in copper and Crude oil (In customize service)

24. My Broker is also giving same calls.

Ans : Broker wants only Brokerage from client end whether you are in loss/ profit but we are

(advisory ) , our aim to make you satisfied ,because you will upgrade or renew your service, if you
will get profit & good services .

25. Give your Personal number.

Ans: Sorry sir, This is not possible as providing personal details is against company protocol.

26. Do you have Demat account facility.

Ans: No, We are advisory firm not Brokery Firm. We provide you Tip, but we can provide you

Broker's numbers as per your requirement.

Ans : This is very good if you are earning good profit by your self but if get expert's advise so you
can earn more & more profit.

28. How much return you will give us back on my Investment.

Ans: It depends on your trading pattern & service you subscribed. Normally we give return
around 25% to 30 %, in general the percentage return calculated is on the basis of past
performance of our services, it can be variable product to product & market scenario.

29. I have seen complaints on Google about your company.

Ans: Actually sir, There are so many companies & our competitors.

Google is a open source where you can put your comments so these reviews are wrong and fake.

You should go with the accuracy not with these comments. Trust on only those things which you
can have faced.

30. Sir, I am not trading.

Ans: What happed sir. Are you busy in job or got any loss in market.

31. I am trading but not every day because I am a working guy.

Ans: No issue sir, If you want then you get our BTST/STBT service where we only give calls for

Holding.

32. Got huge loss in market.

Ans: Our Calls accuracy & Service quality is very good , subscribe our services, work on every call
with our trading strategy .
33. I got your service and still having same amount with me. did not get profit, In fact I am in
loss.

Ans: I understand your problem , We commit our 85% accuracy on monthly basis .

We would recommend you to trade in every call & on Monthly basis, you will be in good returns.

34. Your service is ok but not that much good what ever I was expecting. ( If client is in Basic
service )

.Ans: Sir/ Madam, you have subscribed basis service.

To get better returns, you will be needed to switch to our Premium OR Power service.

35. Why we take advice from your company?

Ans. Because Our company is SEBI registered, ISO certified , you can refer our service track
records , have highly experienced Research experts Team hence will get very good services.

36. Have booked Losses, now not interested in advisory /trading.

Ans. I understand that you suffered loss but all advisories are not same so you can not make
same image for all companies.

37. Booking good profits by themselves. do not want to go for any services.

Ans. Its good thing that If you are getting good profit by your self but if you get expert's advise so
you can get more profit.

38. How I can I upgrade your services from Basic to Premium/ Power service as I am already in
loss with your services?

Ans. Our services differ from one to another depending upon your investment & trading style .

So go for upgrading your services to ( Premium/Power ) so that can start getting better service.

39. I need FT for long time then I will think of your services ?
Ans. We can give you Free Trial only for 2- days so that you can understand our trading strategy.

40. First give me profit then I will pay you?

Ans. Sir, Its all about your trust, you have watched our free trials & have seen our trading
strategy. Subscribe for our services, you will be surely satisfied.

41. If you have good research why don’t you trade by yourself?

Ans. Sir/ Madam, we are not authorized to trade .

42. How you give me profit?

Ans. Here, We need to tell him/her profit calculation.

43. I am not getting profit why should I pay remaining amount?

Ans. It is market, you will not get profit in all calls, our monthly accuracy is minimum 85% ( can

explain by referring track record ) hence we will surely provide you service by that trading
strategy.

44. What is your USP's ?

Ans. Our Company is SEBI Registerd , ISO Certified,Has highly experienced & efficient Research
experts Team.

45. What are your strategies ?

Ans. Compulsory to trade in all calls , Divide the Investment into two parts ,as per the open
position , Trade only as per the level given i.e Either above and below level not before the levels,
Should always maintain SL on every single calls, Should always do work on SL revision method
when three targets will be provided.

46. I am getting call from my Broker.

47. Your Free trial is Good but can you give me some calls for trading.

Ans. No sir, Not possible because these calls are chargeable and company has to pay for that.

48. I am not trading now but after some time I will start again.

Ans. Sir , Our service quality is very good & will get benefited .

You can refer our service track records , hence restart your trading so
that can start earning profit.

Time & Data Management (Basic use of Excel)/EOD, CRM 
Tagging & It's usage
Data management
- How can you increase your efficiency each day?

- How to be more effective?

- Always Running out of Time?

- Do not have earlier Records or Information?

- From where/whom to find the data?

Benefits of Data management:

- Remember special events

- Have advance preparation time

- Have more focus and less stress

- Enjoy peace of mind

- Open up free time for family, friends, and fun

To do very effective work we have our own software CRM (Customer Relationship
Management).That will help yourself to get your data well managed

Punch Lines;

Condition 1: Client trade on Holding basis. We have to convince for intraday then we use some
Punch Lines.

Answer: Mr. Rahul, Agar ap holding me trade karte he to hame kuch banefit nahi mil pate

1: Sir, Market kabi up jata he, kabi down... market up jayega to hame profit ho jayega lekin
market down jayega to hame profit nahi hoga. Lekin ap agar intraday me kam karte he to ham
short selling use karke, market down jane par bi profit earn kar sakte he. Aur ap jante hi he ki
short selling kewal intraday me possible he. To market up jaye ya down, intraday me ham dono
condition me profit kar sakte he.

2: Mr. Rahul, agar ap holding me trade karte he to apko full amount pay karna hota he. Lekin
intraday ke liye hame kuch milti he. Jo ki broker provide karta, us limit me ham jyada profit earn
kar sakte he.

3: Rahul ji, Holding me ham investment ko jyada se jyada 2-3 companies me invest kar sakte he.
Lekin intraday trade karne par ham ek hi amount ko alag-alag companies me bahut bar trade
kar sakte he. Jise ham ek amount ko bar-bar use karke hum apna risk devide kar sakte hai. Jo ki
kewal intraday me hi possible he.

4: Sir, Hamare pas aj ki news hoti he, jese kisi company ka result, data and meetings, to ham
news ko analysis karke un news par intraday basis work kar sakte he, lekin 5 din k bad kya news
hogi, na to apko pata he aur na hi muje. To intraday me trade karne jyada beneficiary hota he.
Condition 2: Client work with broker's advise(Loss/Profit) then

1: Rahul ji, agar ap broker ke sath trade kar rahe he lekin sir, max. Broker ko trading karwane ke
liye registered kiya jata he na ki advise dene ke liye, broker ka work hota he, trading karwana.

2: Sir, ap bi jante ho ki broker kewal brokerage ke liye kam karta he. Apka profit ho ya loss uski to
brokerage to banni he. To esa insan jisko apke loss me bi profit ho raha he. To kya apke profit ke
bare me sochega. Lekin agar ap mere sath kam karte he to, agar me apka loss karwata to ap
muje service charge pay nahi karenge aur agar ap profit karwata hu to ap meri service ko
renewal karwayega to sir, apke profit me hi mera profit he. To sir ham apke profit ke bare me
sochte he.

3: Sir, broker apko no. of trades karwayega kyuki ap jitna trade karoge, utni brokerage banegi.
Lekin ham kewal apke profit ke bare sochete he to ham apko limited trade(Filter) karwate he.

4: Broker ki advise free of cost hoti he to uske pas bahut sare clients hote he to broker har ek
client ko proper update nahi de pata he. Jiski vajah se loss hone k chances bad jate he lekin
hamare pas limited client hote he. Jiski vajah se ham ek-ek client pe proper follow-up aur
updates dete he. Aur use profit hone k chances bad jate he.

5: Broker k pas research team nahi hoti he ya hoti bi to limited hoti he kyuki broker ka main work
trade karwana hota he, na ki advise dena.

Condition 3: Client work with advisory(and got loss) then

1: sir, sabi advisory ek jesi nahi hoti he(Example: Dunia me har insan ek jesa nahi hota, koi acha
hota he aur koi bura hota he), lekin apne sebi registered advisory firm k sath proper way, proper
planning aur proper strategist me trade kiya he to loss ho hi nahi sakta. Aur agar loss hua he to
kahi na kahi, kuch na kuch problem jarur he.

2: Sir, apko loss hua he advisory firm se, to me ye nahi bol raha hu ki ap mere sath jud jaiye. Ap
meri company search kijiye, meri track sheet dekhiye, mera Sebi registration dekhiye. Uske bad
vishwas kijiye. Agar apko sab thik lage to fir mere sath trade start kijiye nominal amount se.
Condition 4: Apki Track sheet fake ho sakti he.

1: Discribe with example; market hamne ek product(Parle-G) buy kiya. Uske upar material me
likha tha FAT 9 %, Suger 3 % . Hamne yakin kar liya kyuki us par ISO sign tha. Usi tarah sir,
hamari sheet audit hoti he. Ya sebi ki najar hoti he. Agar hamne kuch galat upadate kiya to hame
problem ho sakti he.

Condition 4: Client work with advisory(and got profit) then

1: Good, Advisory k sath trade karne ka yahi fayda he ki ham profit me he sir. Wese sir ap meri
company k sath jud k aur better kar sakte hai. Kyuki meri company india ki most leading
company he. To ap best company k sath jusd k apna risk minimum kar sakte hai.

2: Comparison, sir ap apki advisory company ko aur meri company ka comparison kar sakte ho.
Agar apko meri company better lage to ap mere sath jud sakte ho.

Condition 5: Self Trade

1: Sir, market 1600+ Scripts he. To 1600+ par research kar pana bahut mushkil hota he. Ki kon sa
share up jayega aur kon sa down. To sir 60 (as per u) researcher ki team market me ache se
research kar sakte he.

2: Hamare researcher fundamentally, Technically aur globle market me research karne ke bad
apko call provide karte he. Jo ki ek trader research kar pana bahut mushkil he.
3: CNBC ya Zbusiness ki tips pe trade karna bi thik nahi hota he. Kyuki alag- alag expart alag-alag
tips karte he aur proper update bi nahi hota aur na hi proer level.

Condition 6: Time Problem

1: Sir, agar ap ko time problem he to apke liye advisory best he. Kyuki sir ya to ap
job/business/student he. Apko proper time nahi milta hoga. Market update/market analysis
karne ke liye... to sir ap mere sath jud sakte he. Uske bad chote se chota update me apko provide
karunga. Apko time dene ki jarurat hi nahi he. Apke behalf par market watch/market follow-
up/news update me apko provide karunga. Me apko 2-3 tips send karunga(Call/SMS) to apko
kewal 15-20 minutes dena he. Aur 15-20 minutes me bi ap kafi acha profit earn kar sakte he.

Condition 7: Loss From the market.

1: Sir, market me agar kisi ko loss hota he . To wo pesa, na to market leta he aur na hi exchange.
Wo pesa jata he dusre trader ko, jisne sahi news me trade kiya he. Sir market me profit to milta
he lekin proper way, proper planning aur proper strategist me trade karne par. Market me pesa
circulate hota he.

2: Sir, market trend bi bahut positive he Equity or Commodity me(and share some news) aur ye
time kafi acha he trade start karne ke liye.

Condition 8: when market going down

1: Sir, Intraday trade me market up jaye ya down. Ham dono taraf profit earn kar sakte he. Jaruri
hota he right strategist me trade karna. Agar market down bi ho to ham short selling karke profit
earn kar sakte he.

Condition 9: Client want guaranteed Profit or Written Profit.

1: Sir, apko guaranteed profit chahiye to ham bank me deposit kar sakte he. Lekin sir bank me
limited profit ata he aur share market unlimited. Max. Trader share market me unlimited profit
earn karne ate he. To sir unlimited profit me risk bi hoti he. Aur sir guaranteed profit or written
profit to sebi bi nahi deti. To sir fir ham kese committee kar sakte he.
 Lekin sir hmara past record ki accurecy 80% he. Aur ham agar proper way, Proper
planning aur proper strategist me work karenge to loss hone ke chances bahut kam honge.