Dashboard

One Stop Solution for your client servicing

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http://partners.angelbroking.com/B2BDealerDashboard

Please use your CRMS credentials to log in to Dashboard portal

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Your Name Reminders –

(Tag) Notification

Home &
Logout
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Advisory Section
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Con Call - Morning Call Recordings

You can listen to today’s morning call recordings in case you have missed out in the morning
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Market Outlook
You will find all the equity, technical, fundamental, derivative research reports, You can access Derivative Margin,
Derivative, Stats, Circulars, etc.. From Misc. Section within Market Outlook also
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Advisory Calls
All your open & close
advisory calls segment
wise will now be
available on in real
time basis
Once you click on your
desired position, it
appears in the bottom
section date wise
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Client Search
Quick search your clients through pan card no. or client code .
This feature helps you to recall client details in a click - helping you to offer better service
with minimum effort.
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Real Time TO
You can access TO info here

New Clients On-boarding

You will be able to see you welcome
calls pending, New clients mapped
under you here

Corporate Action TO
Any corporate Action details will
appear here
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Calling List Section

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Multiple Calling List
Various call lists as per different category appears here. You can select and choose different list from the drop
down menu. This Systematic Client Calling Approach will help you in increasing client activation ratio

All the blue text numbers are clickable links. It will further take you
detail of client all scrip wise

1. Priority Calls - Default

By default Priority calls appears which will help you to prioritize your day. Based on this list you will connect with
the clients in the same order. It will also show you what category the client call is falling in eg. Critical Risk,
Welcome call due, etc.. And all the details, will appear on the right panel as shown above.
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Bottom 2 Client (Client 8 & 9):
Welcome Call Clients (New Clients Mapped)
Logic for Priority Calling List
Top 7 Clients :
Priority 01: Call Back (Reminder) Clients: As per the Reminder Time
Priority 02: Risk Category Clients
Priority 03: Client Birthday
Priority 04: Open Position Clients
Priority 05: Last 7 Days brokerage
Priority 06: Top Traders
Priority 07: BTST Clients
Priority 08: New Category Clients with >=1 Lac Margin
Priority 09: Scrip Gain (>8% Return for Trader or Hybrid)
Priority 10: New Category Clients with 50K to 1 Lac Margin
Priority 11: New Category Clients with 25Kto 1 Lac Margin
Priority 12: New Category Clients with <25K Margin
Priority 13: Not traded in 30-90 days
Priority 14: Not traded in 90-180 days
Priority 15: Not Traded >180 days
Priority 16: Scrip Gain – Trader 3%, Hybrid 8%, Investor 15%
Priority 17: Advisory Calls (Hybrid/Trader as per AUM)
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Click on call button > View/Add

Comm > Enter comm type > The
client will be off from priority calling
list and another client will be added

Reminder
In case you have set a reminder, the client will appear 5 min
prior to the set time in this list again.
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Multiple Calling List

2. Scrip Wise Search

You can search your client & call categories
based on Scrip. Once you select Scrip wise
search from the drop down menu, you will need
to enter the scrip name in pop up menu for
which you desire to see your client list.

Enter Client Code to Call –

you can add a party code in this field and press the call button - Details of that client will be opened and you will
be asked if you want to “add this client in the list for future call” or “do you want to place the call” This will get
added to the call list.
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3. Quarterly Payout
You can search your client details based on Quarterly Payout. Once you click the call button, client details opens
on your right panel with further details as above
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Similarly you can find your clients and

category details based on the following list

Priority Calls
Scrip Wise Search
Quarterly Payout
Projected SqOff
Var Sq Off
Welcome Calls
Previous Day Traded
New Clients never Traded
Called Clients
Connected v/s Not traded
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Client Page Section

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Show Transactions

For the selected client & selected period, you will find
here all his Equity, Derivative, Commodity or Currency
transaction detail report.
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Bank/DP/Brok Details

Clients Bank/Demat A/c details, Brokerage Slab Details segment wise can be accessed under this section.
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Client Details

You can access KYC details, software downloaded, and more such details about your client here.
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NRMS

Risk management similar to our NRMS System

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View/Add communication – Important!

This is the most imp feature – Please keep in mind -

1. Add your Day to Day communication as feedback

2. Your client will be removed from the priority list once you add
communication here

3. Reminders – if you have added a reminder in this section, 5

mins prior your client will appear again in priority calling section
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Send Statement
You can send various statements to your clients from this section
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Fund Payout
Fund Payout/Share Payout

Share Payout
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Lead Entry

Add all your referral

leads from this section.

Please note – On
conversion the referral
lead will be mapped as
client to the dealer id
which has been used
to login to dashboard.
Hence - Do not ask
anyone else to enter
leads on your behalf!
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• Search by name option enabled in B2B Dashboard

• ARQ MF Recommendations added
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• ARQ Value stocks, Quality Stocks, Mid Cap Portfolio and Large Cap
portfolio clients in B2B priority section
• Churn Missed Clients added in B2B Priority call section
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Commodity Open Position in Scrip wise search

Commodity Segment Open positions in Open

Position drill
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MF Holding on client details

 FO Limit Violation clients in priority calling list.

 FO Limit Violation drill under Open Position.

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• Gainer & Loser
• You can able to see the report by passing any one of the below parameters or with no
parameters.
• Home --> Links --> Gainers and loser

Summary Report
User can check the summary report by selecting Summary option...
Thank You!!