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Internal
Assignment Applicable for April 2018 Examination
Marketing of Financial Services
1. 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?
2. Develop a Service
Marketing Mix (using 8 Ps) for a Life Insurance company of your choice.
3. 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.
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?
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