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Marketing Strategies for Financial Services

The document outlines a project for marketing financial services, requiring groups of five students to design a financial service in categories such as consumer credit and insurance management. Each group must submit a report and give a presentation, adhering to specific structural guidelines and academic standards. The project is graded based on content, presentation quality, and adherence to ethical standards, with a strict policy against plagiarism.

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7 views2 pages

Marketing Strategies for Financial Services

The document outlines a project for marketing financial services, requiring groups of five students to design a financial service in categories such as consumer credit and insurance management. Each group must submit a report and give a presentation, adhering to specific structural guidelines and academic standards. The project is graded based on content, presentation quality, and adherence to ethical standards, with a strict policy against plagiarism.

Uploaded by

2002harsh
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Marketing of Financial Services | Dr Richa Saxena

MARKETING OF
FINANCIAL SERVICES
LEARNING OBJECTIVES
1. To apply marketing concepts for developing marketing strategies for financial services.
2. To understand the process and stages involved in the development of financial products
meeting ethical and social needs.
3. Bloom’s Level 4 – Analyse, 5 – Evaluate, and 6 – Design

DESCRIPTION
1. The project work is for 10 marks, which is to be done in admin groups (roll number wise) of
5 students.
2. The groups need to design a financial service. The following category of financial services can
be selected:
a. Consumer credit
b. Corporate credit
c. Broking
d. Insurance management
e. Asset Management

The groups are required to submit the project details by filling out the following Google form on
or before 10 February 2025. MFS Project Details

3. The groups are required to give a presentation for 5 marks. Each group presentation will be
30 mins. Each group member will have to speak for at least 5 minutes. (refer to the rubric
for details).
4. The group shall also submit a report that should be academically written. The structure of
the report is given in the following section.

STRUCTURE
1. Introduction of the Company, its scope and orientation, value proposition and the study of
consumer behaviour
2. Segmentation, Targeting and Positioning
3. Branding and Product
4. Pricing, distribution, and promotion
5. People, process, and physical environment and a conclusion which may include
sustainability efforts, social and cause marketing, and ethics.
Marketing of Financial Services | Dr Richa Saxena
Each group member should take one section and provide the list of references used. There is 0%
tolerance for plagiarism and AI writing. The word limit for each section is 1500 words, including
tables and figures. Tables and figures (pictures/images) must have captions, and the source
should be mentioned.

MARKING SCHEME

Report
Marks Type Requirement
1 Group Product/service Idea
1 Individual Content - The concept must display the conceptual clarity
1 Individual References – The quality and quantity of the research work done
should be reasonably good. Only the use of Mendeley is allowed.
1 Individual Flow – The content should follow an academic writing format and
should be nicely presented, supported by tables and figures
1 Individual Coverage – The report should cover the concepts of each section

Presentation
Marks Type Requirement
1 Individual Flow: The beginning and ending
1 Individual Timing: between 5-6 mins
1 Individual Presentation style
1 Individual Class participation and interest
1 Individual Conceptual clarity

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