Marketing of Financial Services NMIMS June19



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Q1. Develop a Service Marketing Mix (using 8 Ps) for an Asset Management Company (Mutual Fund) of your choice. (10 Marks)

Q2. One of your clients wants to apply for a Home Loan in the next 12 to 18 months. Few years back the client had lost his job and delayed his credit card payments. The client is worried that this may impact his credit score maintained by Credit Bureaus. Suggest a roadmap to your client to improve his credit score. (10 Marks)

3. You are a Financial Planner. Your client Raj Shah aged 36 years works with a Pharmaceutical company. His wife Pooja works part time with a NGO. They have one daughter Ritu aged 4 years. The couple requires your help to make some financial decisions. (You can make any assumptions to further build up your case.)
a. Raj wants to buy a Pure Risk Life Insurance cover. He is confused whether he should buy a ULIP, Endowment or a Term Plan. Recommend the product best suited for him giving valid reasons. (5 Marks)
b. Raj and Pooja want your help to invest for Ritu’s higher education which they estimate would be required after 15 years. (5 Marks)

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