NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Marketing of Financial Services
Internal Assignment Applicable for September 2016 Examination
Assignment Marks: 30
Instructions:
? All Questions carry equal marks.
? All Questions are compulsory
? All answers to be explained in not more than 1000 words for question 1 and 2 and for
question 3 in not more than 500 words for each subsection. Use relevant examples,
illustrations as far as possible.
? All answers to be written individually. Discussion and group work is not advisable.
? Students are free to refer to any books/reference material/website/internet for
attempting their assignments, but are not allowed to copy the matter as it is from the
source of reference.
? Students should write the assignment in their own words. Copying of assignments from
other students is not allowed
1. You had bought a Family Floater Health Insurance policy from a leading private
General Insurance company. Two months ago a family member covered under the
policy was hospitalized for 2 days. The insurance company has not yet settled your
claim. What steps and strategy would you follow to ensure that the insurance company
settles your claim? (10 Marks)
2. Develop a Service Marketing Mix (using 8 Ps) for a Mutual Fund (Asset Management
Company) of your choice. (10 Marks)
3. Amit Advani, aged 35 years, working with a pharmaceutical company, has
approached you for preparing his Financial Plan. He earns salary of Rs. 12 lakh per
NMIMS Global Access
School for Continuing Education (NGA-SCE)
Course: Marketing of Financial Services
Internal Assignment Applicable for September 2016 Examination
annum. His wife Deepti, aged 36 years, is a homemaker. They have two sons Ansh
and Vansh, aged 6 years and 4 years respectively.
a) Amit and Deepti want you to prepare a financial plan to invest for Ansh and
Vansh’s higher education. This education fund would be required after 15 years
and 17 years respectively. (5 Marks)
b) Amit wants to start a business before he crosses the age of 50. Help Amit develop
a plan to become an entrepreneur. (5 Marks)
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