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C - Hello!
B – Hello! Is this a Mr. Ramesh Aggarwal?
C – Yes, Please who is calling?
B - Good Evening Sir, My name is ………………… & Sales Officer of ABC Bank. I got a
information about your, that Sir was interest in opening a current account with us.
C – (Yeah)2, Earlier I talk about it to my friend Mr. Singh.
B – Yes Sir, Mr. Singh gave me your Phone no.
C – Ok.
B – So, Sir Can I take an appointment.
C – Yes of course.
B – Fine, then please suggest me when was the right time to meet up?
C – Ok come tomorrow morning at 8:30 am at my house. Can you adjust it?
B – Yes of course sir.
C – Ok I will give you the address of my house.
B – Sure sir.
C – Yes, come to the Ranjit Nagar, Garden Colony House No. 115.
B – Then I will see you on tomorrow morning.
C – Ok thank you for calling.
B – Welcome sir had a great day.
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B – Hello, a very good morning sir.
C – Yes hello good morning please come and take a sit.
B – Thank you! Oh! What a lovely room and a nice decoration.
C – Thank you! Actually my mom was done all of these decorations.
B – What a great mom!
C – Thank you.
B – So Sir with whom are you living with?
C – I live with my parents.
B – Have you married sir?
C – No, I am an unmarried.
B – Ok then, can I know some details about yours. Like employed or annual income.
C – Yes of course, I am self employed person and my Annual income is Rs 6 lakhs.
From last year I started my own firm and normally I done as Chattered Accountant
and help other in filing IT Returns and advice them about tax saving.
B – What a great sir! I will not take much of your precious time, so there I will provide
the information about current account which would suitable with your current firm.
C – Ok thank you, please continue.
B – Ok first of all I will suggest Chattered Account 2.0 current account so it provide a
unique account which give prepared flexibility by linking your free limit to the
average balance you maintained and come with a zero quarterly average balance
requirement.
It give a benefit of :-
 Dynamic cash deposit i.e. anywhere free cash deposit upto 10 times the
maintained MAB.
 Free cheque collection and payment anywhere across the country.
 Free RTGS and NEFT transactions.
 Free 2 outward cheque returned per month.
 Free 150 cheque leave, free 100 branch transaction and free 50 demand
draft/pay order per month for the every Rs. 1 lakh of balance maintained.
 Free business gold debit card.
C – What is gold business debit card?
B – Sir it a debit card which privilege while carrying out your business or personal
transaction. It availed attractive discount and offer on shopping, dining, movie, and
moreover having a high cash withdrawal and transaction limit.
C – Ok, How much withdrawal limit and transaction limit.
B – Ok sir for domestic withdrawal limit at ATM is 1 lakh and for international is 2
lakhs and for transaction is Rs 2 lakhs per day.
C – Ok please refer to next current account.
B – Ok sir, the next one is standard roaming current account. If offering smooth and
seamless simplifies transaction and come with concept of “Anytime Anywhere”
Banking enabling you to operate your account from any of our 3000+ branches and
11000+ ATM network across the India.
It comes under the Rs 10000 MAB and benefit of this account are :-
 Free cash deposit upto 1 lakh permonth within the city of account opening.
 Free cheque collection and payment anywhere across the country.
 Free RTGS and NEFT transaction.
 Free 25 cheque leave and 20 transactions per month.
C – Oh it was a good current account.
B – Yes sir so please choose it which one you prefer.
C – Ok before that if I don’t maintained MAB what was the charges.
B – Sir it is only 400 rupees.
C – Ok but as for me I will choose to open chattered account 2.0.
B – Ok sir please take it the form and fill it up.
C – Ok, What was the document requirement for it?
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C – I have prepared all the documents, please check it.
B – That is all right.
C – How many days will take to open this account.
B – It is usually takes 1-2 working days.
C – Ok fine it was a pleasure to meet you.
B – Thank you Sir, nice to meet you too. Sir can you provide me some references.
C – Ok sure, that is my card. You can call or text me at any time I will send you some
of my friends number.
B – Thank you sir once again, Have a great day ahead.

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