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  • Client Pitch

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    Rashikh Khan Rashikhkhan
    21 views1 page
    The document outlines the process for opening a new client account which includes pitching the client over the phone to schedule a meeting, collecting documentation during the in-person meeting to process the account opening, and providing trading services either offline or online as well as post-services through a dealership.

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    The document outlines the process for opening a new client account which includes pitching the client over the phone to schedule a meeting, collecting documentation during the in-person meeting to process the account opening, and providing trading services either offline or online as well as post-services through a dealership.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as docx, pdf, or txt
    21 views1 page

    Client Pitch

    Uploaded by

    Rashikh Khan Rashikhkhan
    The document outlines the process for opening a new client account which includes pitching the client over the phone to schedule a meeting, collecting documentation during the in-person meeting to process the account opening, and providing trading services either offline or online as well as post-services through a dealership.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as docx, pdf, or txt
    of 1

    Client pitch Take appointment Meeting and documentation Processing of a/c opening Offline and online mode Post

    services (dealership)

    Client pitch(Telecalling) fixed appointment Meeting and documentation processing of opening of a/c Trading(offline and online mode) post services(dealership)

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