Daily Roadmap to Achieve ₹1,00,000 Monthly Brokerage

Monthly Goal and Breakdown

• Target:₹1,00,000 in brokerage revenue per month (₹3,333/day, assuming 30 working days).
• Brokerage Structure:
• Equity Delivery:₹0 (lifetime, per your Demat roadmap query).
• Intraday, F&O, Currency, Commodities:₹20 per executed order (after 30 days; initially ₹0 up to ₹500).
• DP Charges:₹13.5 per scrip for selling (additional revenue).
• Daily Target:Generate ~167 executed orders/day at ₹20/order (167 × ₹20 = ₹3,340) or fewer high-value orders with DP charges.
• Client Mix:Focus on active traders (intraday, F&O) and new Demat account openings to scale trading volume.

Daily Roadmap to Achieve ₹1,00,000 Monthly Brokerage

Morning: Preparation and Lead Generation (2-2.5 hours)

Plan and Review Targets (20-30 minutes)

Review CRM (Excel/Google Sheets) to track leads, active clients, and trading volumes, as per your prior CRM setup.

• Set daily goal:150-170 executed orders (₹3,000-3,400 brokerage) or 10-15 new Demat accounts to boost future trading.

Check Angel One’s platform for market trends (e.g., Nifty 50, BankNifty) to tailor pitches, aligning with your interest in market insights.

Generate Leads (1.5-2 hours)

• Digital Channels:Share Angel One’s zero-brokerage delivery and low ₹20/order fee via WhatsApp/Telegram groups, using referral code “SAQB” for free AMC incentives. Post in 5-10 local trading/investment groups, as you’ve done for referrals.
• Cold Outreach:Make 25-35 calls/messages to prospects (e.g., young professionals, traders from your lead database), emphasizing low-cost trading and ARQ advisory tools.
• Referrals:Contact 5-10 existing clients for referrals, offering ₹500 vouchers or free AMC, as per your sustainable referral network strategy.
• Partnerships:Connect with 2-3 CAs or financial advisors for leads targeting active traders, highlighting Angel One’s trading platforms (Angel Eye, Angel Swift).
• Midday:Client Meetings and Trading Encouragement (3-4 hours)

Schedule and Conduct Meetings (2-2.5 hours)

Arrange 4-6 meetings (virtual/in-person) via WhatsApp/calls, as per your scheduling habits.

• Pitch for Active Trading:
• Target intraday/F&O traders:Highlight low ₹20/order fee and ARQ’s AI-based recommendations for stock selection.
• Example:“Trade 10 lots of Nifty options daily at ₹20/order, pay just ₹200/day, and diversify with zero-cost delivery trades.”
• Promote high-frequency trading:Suggest 15-20 trades/day for active clients to generate 50-100 orders collectively.
• Pitch for New Demat Accounts:Emphasize free account opening, zero delivery brokerage, and first-year AMC waiver. Use your Demat roadmap knowledge to showcase 5-minute e-KYC.

Use slides (as in your 30-day salesman plan) showing cost savings (e.g., ₹0 delivery vs. ₹325 at other brokers for ₹1 lakh trade).

Guide Clients Through Onboarding and Trading (1-1.5 hours)

• Demat Onboarding:
• Assist clients with online account opening on Angel One’s app/website:enter PAN, Aadhaar, bank details; upload documents (PAN, Aadhaar, cancelled cheque); complete e-KYC with Aadhaar OTP or DigiLocker.

Ensure IPV (webcam-based) if required, as per your Demat roadmap.

• Activate Trading:

Help clients fund accounts via UPI/net banking and place initial trades (e.g., 5-10 intraday orders).

Enable F&O trading by collecting income proof (e.g., 6-month bank statement) for high-volume traders.

Train clients on Angel One’s app for order placement, leveraging your experience with client education.

Afternoon: Follow-Ups and Volume Boosting (2-3 hours)

Follow Up on Pending Applications and Inactive Clients (1 hour)

Check CRM for pending Demat applications (e.g., document errors, OTP issues). Call/message 5-10 clients to resolve, coordinating with Angel One’s support (support@angelbroking.com, 18602002006).

Contact 5-10 inactive clients to encourage trading, offering market tips or ARQ insights (e.g., “BankNifty is trending; try 5 intraday trades at ₹20/order”).

Boost Trading Volume and Cross-Sell (1-2 hours)

Monitor client trading activity via Angel One’s dashboard; nudge active clients for 10-15 trades/day (e.g., 10 clients × 15 trades = 150 orders).

Cross-sell SIPs (₹500/month) or insurance (e.g., ₹10,000/year term plan) to Demat clients, as per your SIP/insurance roadmap, to diversify revenue.

Add nominees to Demat accounts for compliance, as discussed previously.

Evening: Reporting and Skill Refinement (1-1.5 hours)

Update CRM and Report Progress (30-45 minutes)

Log leads, meetings, new accounts, and executed orders in CRM, tracking brokerage (₹3,333/day).

• Example:10 clients × 15 intraday trades = 150 orders × ₹20 = ₹3,000 + ₹333 from DP charges (25 scrips sold × ₹13.5).

Share updates with your manager via Google Forms/email, as per your tracking methods.

Review and Prepare for Tomorrow (30-45 minutes)

• Analyze performance:Did you achieve 150-170 orders or 10-15 new accounts? Identify issues (e.g., low trading volume, onboarding delays).

Refine pitches using Angel One’s research reports or market trends (e.g., Nifty volatility for F&O pitches).

Prepare 25 new leads and schedule follow-ups for tomorrow.

Key Tips for Success

• Focus on Active Traders:Prioritize intraday/F&O clients (80% of brokerage) over delivery trades (₹0 brokerage). Target 10-15 active clients generating 10-20 orders/day each.
• Scale New Accounts:Onboard 5-10 new Demat accounts daily (150-300/month) to build a trading base, as per your Demat roadmap.
• Leverage Tools:Use Angel One’s ARQ for stock tips and Angel Eye for real-time monitoring to boost client confidence.
• Compliance:Ensure SEBI compliance (e.g., KYC, risk disclosure for F&O). Highlight Angel One’s CDSL integration vs. competitors like Zerodha (NSDL).
• Objection Handling:Address cost concerns by comparing ₹20/order with peers (e.g., ₹40 at ICICI Direct) and offering free delivery trades.

Sample Pitch Script

• Hi [Client Name], I’m [Your Name] from Angel One. Start trading with zero brokerage on equity delivery—lifetime free! For intraday or F&O, it’s just ₹20 per order, way lower than competitors. Open a Demat account in 5 minutes with Aadhaar-based KYC and use our ARQ tool for smart stock picks. Imagine:10 trades a day at ₹20 saves you thousands monthly. Plus, try our ₹500/month SIPs for long-term wealth. Ready to start? Let’s set up your account today!

Tools and Resources

• CRM:Excel/Google Sheets for tracking leads and trades.
• Calculators:Use Angel One’s brokerage calculator to show savings (e.g., 100 intraday trades = ₹2,000 vs. ₹4,000 elsewhere).
• Learning:Study Angel One’s research reports or Investopedia for market knowledge.
• Support:Contact Angel One for onboarding issues (support@angelbroking.com).

This roadmap leverages your sales expertise, CRM usage, and focus on financial products to achieve ₹1,00,000 in brokerage monthly. If you need a CRM template or advanced pitch strategies, let me know!