A STUDY ON INVESTOR'S PERCEPTION TOWARDS LIFE
INSURANCE (BHARTI AXA LIFE INSURANCE)
PERSONAL DETAILS
NAME :
AGE :
GENDER :
1. Age group
(a)Below 30 years (c) 41-50 years
(b)31-40 years (d) 50 years above
2. Marital Status
(a) Married (c) Divorced
(b) Unmarried (d)Widow/Widower
3. Annual Income
(a) Below 1 lakh (c) 5-10 Lakhs
(b) 1-5 Lakhs (d) 10 Lakhs above
4. Occupation
(a) Student (c) Self employed
(b) Service (d) Others
QUESTIONNAIRE
(Here, BALI refers to Bharti AXA Life Insurance)
1. Total number of policies taken
(a) One (c) More than two
(b) Two
2. What is the time period you prefer investing for?
(a) Long term (c)Both
(b) Short term
3. Do you think life insurance actually helps in savings and investment?
(a) Yes
(b) No
4. What products have you purchased from BALI?
(a) Life insurance (c) Child insurance
(b) Pension Fund (d) Others
5. What is the time periodicity of policy taken?
(a)0-5 years (c) More than 10 years
(b)5-10 years
6. Why did you invest in BALI?
(a) Premium is reasonable (c) Good return
(b)Tax advantage (d) Security Purpose
7. Are you aware of the other policies provided by BALI?
(a) Yes
(b) No
8. Rate your satisfaction towards services offered by BALI?
(a) Very satisfied (c) Neither Satisfied nor dissatisfied
(b) Satisfied (d) Dissatisfied
(e) Very dissatisfied
9. If you want to buy a new policy, would you opt for BALI?
(a) Yes (c) Maybe
(b) No
10. How did you approach BALI?
(a) Personally
(b) Agent
11. BALI's agents provides appropriate information to it's potential customers.
(a) Strongly agree (c) Neither agree nor disagree
(b) Agree (d) Disagree
(e) Strongly disagree
12. BALI provides better investment options to it's investors than it's competitors.
(a) Strongly agree (c) Neither agree nor disagree
(b) Agree (d) Disagree
(e) Strongly disagree
13. How would you rate the responsiveness of agents?
(a) Excellent (c) Moderate
(b) Good (d) Poor
14. Do you plan your investment taking care of tax implications?
(a) Yes
(b) No
15. How would you like to pay your premium?
(a) Monthly (c) Half yearly
(b) Yearly (d) Quarterly
16. Rate the grievance redressal mechanism of BALI?
(a) Excellent (c) Moderate
(b) Good (d) Poor
17. BALI provides flexible policies according to it's customer's needs.
(a) Strongly agree (c) Neither agree nor disagree
(b) Agree (d)Disagree
(e) Strongly disagree
18. Would you recommend BALI to your friends and family?
(a) Yes
(b) No
19. What are your expectations from BALI's benefits to it's Investors?
(a) Greatly exceed expectations (c) Matched expectations
(b) Exceeded expectations (d) Less than expected
(e) Much less than expected
20. What is your overall perception towards BALI?
(a) Excellent (c) Moderate
(b) Good (d) Bad
(e) Very bad
Give your valuable suggestions to BALI (if any, please specify)
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