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  • Questionnaire

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    Rashmi Ranjan Bastia
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    This document is a questionnaire that collects personal information such as name, date of birth, address, occupation, family details, contact number, financial needs, investment aptitude, and signature from a customer. It asks for the customer's name, date of birth, address, occupation, organization, designation, contact number, wife's name and date of birth, children's names and dates of birth. It also inquires about the customer's needs such as protection, investment, tax savings, savings, child education, health, pension, and child marriage. Finally, it determines the customer's risk tolerance by providing low, medium and high risk investment options with varying potential returns.

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    This document is a questionnaire that collects personal information such as name, date of birth, address, occupation, family details, contact number, financial needs, investment aptitude, and signature from a customer. It asks for the customer's name, date of birth, address, occupation, organization, designation, contact number, wife's name and date of birth, children's names and dates of birth. It also inquires about the customer's needs such as protection, investment, tax savings, savings, child education, health, pension, and child marriage. Finally, it determines the customer's risk tolerance by providing low, medium and high risk investment options with varying potential returns.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
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    Download as docx, pdf, or txt
    4 views1 page

    Questionnaire

    Uploaded by

    Rashmi Ranjan Bastia
    This document is a questionnaire that collects personal information such as name, date of birth, address, occupation, family details, contact number, financial needs, investment aptitude, and signature from a customer. It asks for the customer's name, date of birth, address, occupation, organization, designation, contact number, wife's name and date of birth, children's names and dates of birth. It also inquires about the customer's needs such as protection, investment, tax savings, savings, child education, health, pension, and child marriage. Finally, it determines the customer's risk tolerance by providing low, medium and high risk investment options with varying potential returns.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as docx, pdf, or txt
    of 1

    QUESTIONNAIRE

    NAME- D O B-

    ADDRESS: - OCCUPATION:-

    ORGANISATION-

    DESIGNATION-

    CONTACT NO: - FAMILY DETAILS-

    NAME(WIFE):

    D O B:

    NAME OF CHILD: DOB

    1.

    2.

    NEED OBJECTIONS

     PROTECTION:-
     INVESTMENT:-
     TAX SAVING:-
     SAVING:-
     CHILD EDUCATION:-
     HEALTH:-
     PENSION:-
     CHILD MARRIAGE:-

    INVESTMENT APTITUDE
     LOW RETURN LOW RISK-7%
     MEDIUM RETURN MED RISK-10%
     HIGH RETURN HIGH RISK-17%

    CUSTOMER SIGNATURE

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