Description
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+91 95030-94040
Marketing of Financial Services
1. Amit bought a Family Floater Health Insurance policy from a leading private General Insurance company through his Bank. His wife Preeti, covered under the policy was hospitalized for 5 days. The insurance company has not yet settled his claim even after 2 months of making all submissions. What steps and strategy should Amit follow to ensure that the insurance company settles his claim? (10 Marks)
2. Develop a Public Relations campaign for a Bank of your choice to highlight the “Digital Banking” edge that your Bank offers. (10 Marks)
3. You are a Financial Planner. Your client Sumit Raghani aged 37 years and works with an IT company earning Rs 15 lakhs per year. His wife Asha, aged 34 years, is a homemaker. They have one daughter Rimmi aged 5 years. The couple requires your help to make some financial decisions. (You can make any assumptions to further build up your case.)
a. Sumit wants to buy a Pure Risk Life Insurance cover of Rs 1.5 crore. He is confused whether he should buy a ULIP, Endowment or a Term Plan. Recommend the product best suited for his requirement. (5 Marks)
b. Sumit has expressed his desire to retire by the age of 55. Design a retirement plan for him.
For Nmims Assignments Contact
[email protected]
+91 95030-94040
doc_130346279.doc
For Nmims Assignments Contact
[email protected]
+91 95030-94040
Marketing of Financial Services
1. Amit bought a Family Floater Health Insurance policy from a leading private General Insurance company through his Bank. His wife Preeti, covered under the policy was hospitalized for 5 days. The insurance company has not yet settled his claim even after 2 months of making all submissions. What steps and strategy should Amit follow to ensure that the insurance company settles his claim? (10 Marks)
2. Develop a Public Relations campaign for a Bank of your choice to highlight the “Digital Banking” edge that your Bank offers. (10 Marks)
3. You are a Financial Planner. Your client Sumit Raghani aged 37 years and works with an IT company earning Rs 15 lakhs per year. His wife Asha, aged 34 years, is a homemaker. They have one daughter Rimmi aged 5 years. The couple requires your help to make some financial decisions. (You can make any assumptions to further build up your case.)
a. Sumit wants to buy a Pure Risk Life Insurance cover of Rs 1.5 crore. He is confused whether he should buy a ULIP, Endowment or a Term Plan. Recommend the product best suited for his requirement. (5 Marks)
b. Sumit has expressed his desire to retire by the age of 55. Design a retirement plan for him.
For Nmims Assignments Contact
[email protected]
+91 95030-94040
doc_130346279.doc