Questionnaire

Name: ________________________________________________________

Nature of Occupation
(a) Salaried [ ]
Government Semi-govt. Private

(b) Self-Employed [ ]
Lawyer Doctor Engineer
Architect Builder Consultant
Exporter Importer Jeweler
Others, Please specify_________________________________

Q1. In which bank you are operating your savings account?

__________________________________________________________

Q2. In which bank you are operating your current account?

__________________________________________________________

Q3. How much minimum balance or average quarterly balance you have to maintain
in your account?
Savings Account _________________
Current Account _________________

Q4.Why has you chosen this bank?

Past Relationship Brand name
Near to home/office Others, Please specify_______

Q5. Are you satisfied with the services provided by your bank?
Yes No

(i) If yes, then

What core benefits you are availing from your bank?
Home Banking (Free/ charged)
Net Banking (Free/ charged)
 Phone Banking (Free/ charged)
At-par cheque Book (Free/ charged)
Global Debit Card (Free/ charged)
Demand Draft (Free/ charged)
Auto Sweep FD (Free/ charged)
24 hrs ATM (Free/ charged)
Investment a/c (Free/ charged)
Additional savings a/c(Free/ charged)
Others, please specify ________________________________

(ii) If No, then why? ______________________________________________

Q6.Are you satisfied with the relationship maintained by the bank?

_______________________________________________________________

Q7. What kind of quality of the relationship do you like to in your bank?
_______________________________________________________________

Q8.Do you think that your bank is providing a Quality customer care services?
_______________________________________________________________

Q9. What exactly you are looking for in your bank? Please write your expectations.
____________________________________________________________
____________________________________________________________

Address: ______________________ Phone No: ___________

______________________
______________________
______________________
 Questionnaire

1) Name of the Organization:

2) Address: ________________________________________________________
_______________________________________________________________
_______________________________________________________________

3) Telephone Number:

4) Name of Contact person:

5) About Organization: ______________________________________________

_______________________________________________________________

6) In which bank do you have an account and what is the nature of the account?

_______________________________________________________________

7) What are the reasons you have relationship with these banks?

‫ ٱ‬Safety
‫ ٱ‬Past relationship
‫ ٱ‬Proximity
‫ ٱ‬others

8) Which of the following facilities does your bank provide you and which one does

You use?

Facility Provides Use Frequency

Branch Banking
Internet Banking
Phone Banking
Home Banking
ATM
9) Are you aware of the following services provided by banks?

Facility Aware Availed

Auto sweep into FD
At par cheque
Credit Cards
Investment Advisory

10) Do you have an FCRA account & where?

___________________________________________________________

11) What are the various sources of funds, their frequency and form of receipts?

Source Response in numbers

INDIA

ABROAD

Form of receipt Response in numbers

Demand Draft
Cash
Cheque
Other

Amount Response in
numbers
Below 10 Lacks
11–30 Lacks
31–50 Lacks
51–70 Lacks
71 Lacks and above
12) Could you specify the areas from which the majority of your funds come?
‫ ٱ‬Within City
‫ ٱ‬Within Rajasthan
‫ ٱ‬All Over India
‫ ٱ‬abroad

Payments Response in Numbers

Cash Cheque Draft Other

Administrative

Salary
Fund Raising

Project Expenses

13) What are the major payments you make and in what form they
are made?
?