Service Marketing Homework II MARKETING OF FINANCIAL SERVICES WITH THE HELP OF PROFESSIONALS

Objective: To make student understand and feel the real world situation and issues of Service Marketing. Also analyze the sales situation and make plans and strategies accordingly. Execution: Every individual student shall be assigned to identify the need and sell a service with the help of professionals. The service has to be sold to faculty/staff of LPU. Execution Plan Step 1 Activity Data Collection and need identification (as per the format given below) Target Marking Scheme Target date

24 6 Marks (1 28th Feb 2012 Faculty/Staff Mark per 4 (Excel file to members of respondent) be uploaded LPU (No by 29th Feb faculty will be 2012 as per covered twice) the attached format and copy of filled forms to be submitted to the instructor) 6 Marks (1 Mark per 3 calls along with professionals) Calling along with professionals on 25th Feb 2012, 3rd March 2012, th 10 March, th 17 March

Appointments Calling

and 18 Faculty/Staff members of LPU

Selling

Plans can be sold within or outside the university (List mentioned

8 marks ( as Closing date per the 24th March marking 2012 scheme mentioned in

below)

the list below) or 14 marks if you want to miss step 2 but selling should be through the designated agent only

ARE YOU PLANNING TO BUY YOUR OWN HOME OR A CAR? We, the students of management would like to assist you in achieving these goals by assessing your financial planning needs and getting industry experts to interact with you for guidance. You are requested to provide the following information for helping us identify your personal financial planning requirements and solutions (in terms of products required to meet these needs). Name __________________ Bio ID ___________Office__________ Gender ___ Age ______ Marital Status ___________Contact Number________________ Email ID________________ Family Monthly Income __________________ Average Monthly expense _______________ Vehicle owned ___________________________ Insurance renewal month _______________ Life Insurance Cover (Sum Assured/Premium)_______________________________________ Health Insurance Cover (Sum Assured/Premium)______________________________________ Brief about Dependent Family Members S.No 1 2 3 Your Personal Financial Goals Goal Target Year Tentative amount required Presently invested amount Mention the Financial instrument in which you presently invested Relation Age Present Status (Working/ Student/ At home)

Buying Car

Buying Home Marriage (Self/ Family Member) Education (Self/ Child) Wealth accumulation for Retirement Tax Saving 2012

Own Home/ Ancestral /Rented Gold -

Appointment Day _______________

Time________________ Signature_________________

Student Name ______________Regn Number____________ Mobile No. _____________Email ID_____

LIST OF FINANCIAL SERVICES Product UTI Mutual Fund (SIP) Description An agent would act as the team leader for daily reporting and sales help An agent would act as the team leader for daily reporting and sales help An agent would act as the team leader for daily reporting and sales help An agent would act as the team leader for daily reporting and sales help An agent would act as the team leader for daily reporting and sales help Target 1 mark for each SIP of Rs 1000 for at least 5 years or more 1 mark for each four wheeler insurance / 2 two-wheeler insurance 2 marks for each policy will be awarded 2 marks for each policy will be awarded 1 mark for infrastructure bonds (worth Rs 20000)

Vehicle Insurance Life Insurance

Health Insurance Infrastructure Bonds