Client Code

ZVB046
ZVB047
ZVB051
ZVB060
ZVB072
ZVB076
ZVB078
ZVB079
ZVB080
ZVB081
ZVB083
ZVB084
ZVB088
ZVB089
ZVC011
ZVC013
ZVC017
ZVC018
ZVC020
ZVC022
ZVC023
ZVC026
ZVC029
ZVC030
ZVC031
ZVC034
ZVC036
ZVD027
ZVD030
ZVD032
ZVD044
ZVD045
ZVD047

G. Balaji Dopalakrishnan
 Cleint Response
Spoke about AMC offer, have asked the client to make payment on or before 19th June.
Not Picking the Call, tried only once.
AMC offer, not interested.
Spoke about market condition and about SBI Card stock.
Not Interested as of now.
No Response
Amc offer and trading
Trading, SIP, Amc Offer
No Response
Will Invest as per his analysis.
Not Interested as of now.
Just learning investments, has not yet decided about future investments
No Response
Follow up required
Not Interested as of now.
SIP & Discussion on her portfolio.
Not Picking the Call, tried twice
Asking to close the account.
AMC waiver and Trading, also spoke about market condition
No Answer
Selfie explanation, password reset
AMC offer , selfie usage
AMC offer, not interested.
No Response
No Response
Spoke about lumpsum purchase at current market condition.
Selfie usage and Trading
Trading and market condition
AMC offer, requested for amc waiver have spoke about amc offer.
Market condition and AMC offer
AMC Waiver and also selfie reset
Portfolio discussed
No Response

Yesterday client's reference for account opening, spoke with him for online account opening.