Live Project Business Communication Topic Share of Life Insurance Products in the personal savings of salaried class in Raipur.

r. Questionnaire 1. Do you have any life insurance policy? -Yes -No If yes of which company? - LIC -Icici Prudential - Bajaj Allianz -Ing Vysya Reliance Life - SBI Life -Max New York - Other ( Mention Name) If no, the reason? 2. Which kind of insurance you have taken? -Term Insurance Policy -Money Back Policy - Whole Life Policy -Annuities & Pension -Endowment -Other (Mention Name) -Hdfc Standard -Aviva -Birla Sun -Sahara Life

-Met Life

3. Why have you adopted for that policy? -Investment -Risk Cover -Tax Planning

4. How many members of your family have got insured? - 1 - 2 - 3 - more than 3

5. May I know which member has got insured? - Mother 6. Whether you are -Self Employed -Salaried - Father - Children - Spouse

7. You come under which income group? Less than 60000 180000-240000 60000-120000 240000-300000 120000-180000 More than 300000

8. What is your monthly savings? Less than 10000 40000-50000 10000-20000 more than 50000 20000-30000 30000-40000

9. Are you availing any insurance from your organization? -Yes -No If yes kindly mention the name of the insurance company. 10. What is the amount insured in your policy/policies? Less than 100000 200000-300000 100000-200000 More than 300000

11. What is the mode of payment of premium? - Yearly - Quarterly - Half-yearly - Monthly

Kindly mention the amount of premium 12. Is your life fully insured? -Yes -No 13. Tick the type of plan. -Protection -Children -Savings & Investment -Others (Mention Name) -Retirement -Dont Know

14. Do you avail any tax benefits under your insurance plan/scheme? -Yes -No - Dont Know

15. Mode of policy purchase -Direct -Insurance Agent

16. Did you undergo any medical test for insurance? -Yes -No

17. Is loan against your policy available? -Yes -No -Dont Know

18. Is your insurance through bancassurance channel? -Yes If yes through which bank? 19. What is the critical illness/ dreaded disease covered under your insurance policy? -Cancer -Paralysis -Kidney Failure -Heart Problem -Other( Mention Name) -No -Dont Know

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The Employees The Manager Customer Plus Campaign September 21, 2008

The banking sector is growing at a scorching pace with a rapid increase in the number of customers. The unprecedented growth calls for enhanced customer services to attract and retain the customers. With the customers demanding reduction in user charges, expecting rapid response to requests it has become imperative to customize and personalize products and services. In this connection the Customer Plus campaign will be conducted commencing from the 1st of September. It focuses on: 1. 2. 3. 4. 5. Improved in-branch customer services. Improved ATM Services Improved Customer tele-helpdesk. Deposit Mobilization Campaign Improved Personal Loan Recovery.

It is expected that the employees actively respond to the consumers needs. The ultimate purpose of the campaign is to build a strong and knitted relationship with the customers through better understanding and management of customer expectations.

Dear Customer, It gives us immense pleasure to inform you that your trusted bank is coming up with yet another initiative called the Customer Plus campaign to serve you in a better way. The month long campaign commences on the 1st of September and will focus on improved in-branch customer services, improved ATM services, improved customer tele-help desk, a deposit mobilization campaign and improved personal loan recovery. If you have any queries about the campaign feel free to contact us. The bank values the strengthening of relationship with the customers and is committed to quality customer service. We seek your continued cooperation and enduring business relationship with the bank.

It gives us immense pleasure to You are cordially invited to the inauguration function of Customer Plus Campaign on the 1st of September 2008. The campaign is