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Questionnaire-1 Dear Sir/Madam I am the student of BPIBS, Department of Management studies, Shakarpur and presently doing a project on Analysis

of Marketing Strategies on Insurance. I request you to kindly fill the questionnaire below and assure you that the data generated shall be kept confidential. Name : Gender : o M o F Date of birth : No of dependants : Address : 1. Educational Qualification o 10th or below o 10+2 or below o Graduate o Post Graduate and above o Others(please specify) 2. Your residence is o Owned o Rented o Company Provided o Ancestral/Family o PG Accomodation Please do mention the period at current residence Years_______ Months _______ 3. Do you have a vehicle? o Yes o No If Yes, o Four wheeler o Two wheeler o Other None Is your vehicle o Financed o Owned o Company Provided o Please do mention the Vehicle make(model name)

4. Your Ocuupation o Salaried o Self Employed o Retired o Housewife o Student o NRI(Please specify the country you belong) 5. If Salaried, employed with o Private Limited o Partnership Proprietorship o Public Limited o Public Sector o Government o Multinational Mention the type of industry your employed, o Advertising/market research o Textile o Banking o Transport o Construction/real estate o Travel/Tourism o Entertainment/Media o Telecom o Consumer goods o Insurance o Export/Import o Internet services o NBFC o Call centers/BPO/ITES o Hotel/Restaurant o Finance o Information Technology o Pharmaceuticals Others 6. If self-employed your firm is o Private Limited o Partnership o Proprietorship Your nature of work in the firm, o Broker o Journal o Landlord o Software Professional o Chartered Accounted o Films/Entertainment professional

o Consultant Lawyer o Manufacturer o Doctor o Engineer o Trade/Distributor o Financier o Retailers/Grocers o Real Estate Agent Please specify company name o Designation 7. Are you an account holder in HDFC bank? o Yes o No If yes, o o o o o Current savings FD Demat Mention the account number

If No, Are you an account holder in any other bank? o Yes o No If yes, specify name of the bank and type of account _________ 8. Have you availed loan facilities from any bank? o Yes o No If yes, type of loan o Car o loan o personal loan o consumer durable loan o loan against shares o Housing loan o others(please specify) Mention the loan amount_________ Name of the bank________ 9. Are you assessed to tax?

o Yes o No Your gross yearly income ________ Monthly expense ________ Do you have any other source of income? o Yes o No If yes, please specify Average income per annum______ 10. Marital status o Married o Single 11.If you have an existing policy with any insurance company as life assured, assignee, proposer please mention the details below Name of the insurer_____ o Sum assured o Yearly premium amount o Policy start date 12. Do you have any existing insurance cover premium paying and/or paid up policies? o Yes o No If yes, mention the company you invested o Sum assured o Type of policy Date: Signature of the customer

Questionnaire-2 1. Please mention your interest on the following: o HDFC o Birla sunlife o Bajaj Allianz o LIC

2. What is your preference on insurance plans? o Conventional plan o Unit linked plan o Not interested

2. Does your income tax is exempted under section 80C or 80D? o Yes o No 3. Has any proposal for assurance on your life ever been declined, postponed, accepted at extra premium, accepted on special terms, accepted with reduced cover or withdrawn by yourself? o Yes o No 4. Does your occupation or business is hazardous which may render you susceptible to injury or illness? o Yes o No 5.In 100% working hours, what amount of % do you travel? _____ Mode of Transport__________ 6.Have you resided overseas for more than 6 months continuously? o Yes o No If yes, Specify the country and also the duration _____ 7.Do you take part in any hobbies that could be considered dangerous in any way? (Eg. Mountaineering, aviation etc) o Yes o No 8.Are you a Politically Exposed Person? o Yes o No 9.Have you ever suffered from or received treatment for any symptoms or medical conditions in last 6 months?

o Yes o No If yes, please specify________ 10. Have any of your Parents, brothers or sisters died or suffered prior to the age of 65? o Yes o No If yes please specify the cause For office use only:

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