Daily Roadmap for Onboarding New Demat Accounts

Morning: Preparation and Lead Generation (1-2 hours)

Review Targets and Plan the Day (15-20 minutes)

Check your daily target (e.g., onboard 2-5 new Demat accounts, based on a monthly target like ₹35,000 revenue, as discussed previously).

Review your CRM (e.g., Excel or Google Sheets, as you’ve used before) to track leads, follow-ups, and pending applications.

Prioritize high-potential leads from yesterday’s outreach or referrals.

Generate Leads (1-1.5 hours)

• Digital Channels:Share Angel One’s zero-brokerage offer and referral code "SAQB" on WhatsApp, Telegram, or social media groups, as you’ve shown interest in digital tools.
• Cold Outreach:Make 20-30 calls or send personalized messages to prospects from your lead database (e.g., local business groups, past inquiries).
• Referrals:Contact existing clients for referrals, offering incentives like free AMC for the first year (as discussed in your referral network strategies).
• Partnerships:Reach out to CAs or financial advisors (from your professional network) for warm leads.

Midday: Client Meetings and Pitching (2-3 hours)

Schedule and Conduct Meetings (1.5-2 hours)

Arrange 3-5 client meetings (virtual or in-person) via calls or WhatsApp, as you’ve used for scheduling.

• Pitch Angel One’s benefits:

Zero brokerage on equity delivery (lifetime).

Free account opening and first-year AMC.

Access to ARQ advisory and user-friendly platforms like Angel One app.

Tailor the pitch to client needs (e.g., long-term investors, traders, or mutual fund enthusiasts), emphasizing ease of online KYC (5-10 minutes).

Guide Clients Through Account Opening (1-1.5 hours)

• Assist clients in starting the online process on www.angelone.in or the Angel One app:

Enter basic details (name, mobile, city).

Verify OTP and input PAN, Aadhaar, and bank details.

Upload documents (PAN, Aadhaar, cancelled cheque).

Explain the e-KYC process (Aadhaar OTP or DigiLocker) and assist with In-Person Verification (IPV) via webcam if needed.

Ensure clients complete the e-Sign with Aadhaar OTP for the agreement.

Afternoon: Follow-Ups and Deal Closure (2-3 hours)

Follow Up on Pending Applications (1 hour)

Check CRM for clients stuck at document upload or e-Sign stages.

Call or message them to resolve issues (e.g., unclear documents, OTP errors).

Coordinate with Angel One’s support (support@angelbroking.com or 18602002006) if verification delays occur.

Close Deals and Cross-Sell (1-2 hours)

Confirm successful account openings (Client ID received via email/SMS).

Encourage clients to fund their accounts and start trading (use UPI/net banking for quick transfers).

Cross-sell related products like mutual funds or stock market courses (as you’ve discussed previously), highlighting ARQ’s AI-based recommendations.

Add nominees or activate F&O trading if clients provide income proof.

Evening: Reporting and Skill Refinement (1 hour)

Update CRM and Report Progress (30 minutes)

Log new leads, meetings, and closed accounts in your CRM (Excel/Google Sheets, as per your prior setup).

Calculate daily revenue (e.g., commission of ₹200-500 per account, depending on your firm’s structure).

Share updates with your manager via email or a Google Form (similar to your sales tracking setup).

Review and Prepare for Tomorrow (30 minutes)

• Analyze today’s performance:Did you meet your 2-5 account target? Identify bottlenecks (e.g., low lead response, document issues).

Study market trends or Angel One’s research reports to improve your pitch (e.g., use Nifty/BankNifty insights, as you’ve referenced).

Plan tomorrow’s outreach, scheduling follow-ups for leads who didn’t convert.

Key Tips for Success

• Leverage Technology:Use WhatsApp for quick client updates and Google Forms for tracking progress, as you’ve done before.
• Incentivize Referrals:Promote Angel One’s referral program to clients, offering benefits like free AMC (aligned with your referral network strategies).
• Stay Compliant:Ensure clients understand SEBI regulations and Angel One’s charges (e.g., ₹240 + GST AMC from year 2, ₹20/order brokerage after 30 days).
• Build Confidence:Practice your pitch daily (as in your 30-day salesman plan), focusing on Angel One’s zero-brokerage and easy onboarding benefits.
• Handle Objections:Address common concerns (e.g., “Why Angel One?”) by comparing with competitors like Zerodha (NSDL-based) and highlighting Angel One’s CDSL integration and advisory tools.

Daily Target Example

• Goal:Onboard 3 accounts/day (90 accounts/month).
• Time Allocation:6-8 hours daily, balancing lead generation (30%), client meetings (40%), and follow-ups/reporting (30%).

Tools and Resources

• CRM:Use your Excel/Google Sheets setup for lead tracking.
• Angel One Platforms:Access Angel Eye or Angel Swift for client demos.
• Learning:Review Angel One’s research reports or Investopedia for market knowledge (as in your 30-day plan).
• Support:Contact Angel One’s team for technical issues or doorstep document pickup .

This roadmap aligns with your sales experience, CRM usage, and focus on financial products, ensuring you onboard Demat accounts efficiently while building a sustainable client base. If you need help refining your pitch or CRM, let me know!