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Marketing
of Financial Services
December 2022
Examination
1. Explain
the concept of Online Marketing of financial services. How is it changing the
way financial services are sold in India? (10 Marks)
ANS 1.
Introduction
Digital
financial service advertising and marketing could be a substantial source of
development for a financial institution, but only when it is resolved and
performed. Without a practical option, more funds will be invested in obtaining
leads straight instead of cultivating and transforming them into lifetime
clients and proponents. The importance of success is to review inner riches
management marketing methods and resources and identify what disparities must
be filled up to create the expected ROI. Providers of financial services
wanting to advertise their services effectively should go across a complicated
business landscape riddled with compliance and regulation challenges while
reliant on outmoded typical advertising strategies. Efficiently promoting your
items as a
2. One of
your clients wants to apply for a Home Loan in the next 12 to 18 months. A few
months back the client had lost his job and delayed his car loan repayments.
The client is worried that this may impact his credit score maintained by
Credit Bureaus. Suggest a roadmap for your client to improve his credit score.
(10 Marks)
ANS 2.
Introduction
One of the critical criteria of your fiscal
stability is your credit score. It informs lending institutions on how
reasonably you use loans in a glimpse. The higher your credit score, the
simpler it will be to be supported for private home mortgages or credit lines.
A better credit score can additionally aid you in getting the very best
possible loaning prices when borrowing. You can attempt many easy and quick
products to enhance your credit score. Although it can take a few months for
your credit score to boost,
3. You are a
Financial Planner. Your clients Ameet ( aged 33 years) and Supriya (aged 31
years) have a daughter Rima (aged 3 years) require your help to make a few
financial decisions. (You can make any assumptions to further build up your
case.)
a. Ameet
wants to buy a Life Insurance cover within a limited budget. He is confused about
whether he should buy a ULIP or a Term Plan. Recommend the product best suited
for him giving valid reasons. (5 Marks)
ANS 3a.
Introduction
Term insurance, as the title implies, is a life
insurance policy that safeguards the Insurer for a specific amount of time.
Therefore, the appointees must pay the total sum of the Policyholder's early
demise during the payment duration. If they receive a comeback of welcome bonus
offers, policyholders may be obliged to a settlement bundle at class
contingent. Variables, including your age and health, influence the month
b. Ameet and
Supriya want to invest in their daughter Rima's higher education for the long
term (over 15 to 17 years). They want to know whether they should make lump sum
equity mutual fund investments or invest in SIPs of Equity MFs. (5 Marks)
ANS 3b .
Introduction
A Structured Investment Plan (SIP) is a fund
supervisor investment's equity fund. SIP investing has many benefits.
Shareholders can allot a collection amount of money on a continuous timetable.
On top of that, one can start with a single SIP capitalist and proceed with
trusted analytical assets. SIP is suggested for anybody
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