Marketing of Financial
Services
Q1.
Ashwin bought a Family Floater Health Insurance policy of a leading private
General Insurance company through his Bank. His wife Payal, covered under the
policy was hospitalized for 2 days. The insurance company has not yet settled
his claim even after 2 months from making all submissions. What steps and
strategy should Ashwin follow to ensure that the insurance company settles his
claim? (10 Marks)
Q2.
Develop a Service Marketing Mix (using 8 Ps) for a Life Insurance company of
your choice. (10 Marks)
Q3.
You are a Financial Planner. Your client Ankit Desai aged 42 years, married
with 2 children requires your help to make some financial planning decisions.
Ankit has made investments in PPF, Equity Mutual Funds and a ULIP (You can make
any assumptions to further build up your case.)
a)
Ankit has shared that he wants to save for his children’s higher education
goal. He estimates he will require 25 lakhs 12 years hence for their higher
education. Help Ankit align his investments to goals. (5 Marks)
b)
Ankit wants you to design a small 3 hour financial education program for his
children aged 8 yrs and 10 yrs. What relevant topics would you cover? (5 Marks)
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