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Bajaj Finserv Document Overview

The document appears to be a survey containing questions about banking habits, savings, and potential investment in IndusInd Bank. It asks respondents for demographic information and then asks multiple choice and rating scale questions about current accounts, savings levels, investment priorities, and perceptions of various savings products. The survey aims to understand customer preferences and determine if they would like to increase their savings with IndusInd Bank in the next 3 months.

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munirenuka
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179 views4 pages

Bajaj Finserv Document Overview

The document appears to be a survey containing questions about banking habits, savings, and potential investment in IndusInd Bank. It asks respondents for demographic information and then asks multiple choice and rating scale questions about current accounts, savings levels, investment priorities, and perceptions of various savings products. The survey aims to understand customer preferences and determine if they would like to increase their savings with IndusInd Bank in the next 3 months.

Uploaded by

munirenuka
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

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NAME:««««««««««««««««««««AGE:«««. GENDER:«..

OCCUPATION:««««««««« EDUCATIONAL QUALIFICATION««««

MARITAL STATUS«««««««.ANNUAL INCOME (OPTIONAL):«««««..

1. What type of account do you have with Indusind Bank?

a.Y Savings account


b.Y Current account
c.Y Exim account
d.Y 3 in 1 account

2. Do you have account in any other bank?

a.Y Yes
b.Y No

If your answer to question 2 is yes, go to Q4. Otherwise go to Q5

3. Which bank do you have account with?

a.Y Indian bank


b.Y Icici
c.Y Axis
d.Y SBI
e.Y Others ««««Pls specify

4. The reason for having account with another bank is:

a.Y Proximity
b.Y Long-standing relationship
c.Y Trust

5. How much do you contribute to your bank

a.Y 10% of income


b.Y 20% of income
c.Y 30%of income
d.Y 30% of income
å. Are you currently saving the maximum amount of per month?

a.Y Yes
b.Y No

7. Do you wish to increase your savings?

a.Y Yes
b.Y Not now, may be in future
c.Y No

8. What is your reason for savings?

a.Y Future investment


b.Y Security
c.Y To meet contingency

9. Do you feel that savings in the below mentioned items are important:

Strongly agree(5) Agree(4) Neutral(3) Disagree(2) Strongly


disagree(1)
Fixed deposit
Gold coins
Insurance
Mutual funds

10. Can you indicate 3 Items from that you intend to use your savings (Pls rate from 1 to 3)

a.Y Purchase of home


b.Y Purchase of car
c.Y Child¶s future
d.Y Gold jewellery
e.Y Trip abroad
f.Y Investment in shares

11. Which statement most closely reflects your current financial situation?
a.Y I am completely debt free
b.Y I have a mortgage and a few other obligations
c.Y I have a lot of obligations

12. How do you come to know about IndusInd bank?

a.Y Brand activity


b.Y Word of mouth
c.Y Advertisement
13. SAVINGS IN WEALTH MANAGEMENT PRODUCTS

MUTUAL FUNDS 5 4 3 2 1
I feel investing in mutual fund is risky
I feel I have no knowledge of the market
I feel it is better to buy funds from banks

LIFE/GENERAL INSURANCE 5 4 3 2 1
I feel insurance is very essential
I feel the banks provide adequate information
I feel it is better to buy insurance from agents

SUVARNA MUDRA 5 4 3 2 1
I prefer to buy gold as jewellery
I feel buying gold from shop is better.

14. Do you like to save in IndusInd bank in the next 3 months span?

a.Y Yes
b.Y No

IF YOUR ANSWER TO Q14 IS YES, GO TO Q15. OTHERWISE TO Q1å

15. I would like to invest in IndusInd bank because:

Strongly Agree Neutral Disagree Strongly


agree disagree
Good interest rate
Attractive products
Offers better credit facilities

1å. I am not interested to invest my savings in indusind because:

Strongly Agree Neutral Disagree Strongly


agree disagree
Have other financial
obligations
Unaware of the products
Dissatisfactory services.
 


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