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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?
Introduction
Family
Floater Health Insurance policy is a health insurance policy that covers all
the members of the family from any monetary loss due to any health problems.
As
mentioned in the question, Amit has not received his claim even after his wife
was hospitalized for five days and after submitting all the documents for
verification. This is a serious issue when an insurance company does not settle
any claim after rightfully submitting all the materials in
2. Develop a Public Relations campaign for a Bank of
your choice to highlight the “Digital Banking” edge that your Bank offer.
Introduction
HDFC
Bank is India’s largest private sector bank in terms of assets and market
capitalization. This Bank would be the perfect example to showcase how to
develop a public relations campaign for the company in “Digital Banking.”
Digital
Banking is the new type of banking where the consumers can do simple Bank
related activities through the comfort of their homes, like, opening a fixed
deposit, transferring amount
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.
Introduction
ULIP
(unit-linked insurance plans) is a policy where the policyholder pays a premium
monthly or annually as per his/her selected program, and a part of the premium
is used to secure his life insurance fund. The rest of the premium is invested
as a mutual fund. It is, therefore, a blend of both insurance and investment.
Endowment
policies
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