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  • Questionnaire For Bankerrs

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    Vaibhav Maheshwari
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    This document is a survey for bankers to assess their knowledge, experience, and perceptions of mutual funds. It contains 10 multiple choice and open-ended questions about the banker's familiarity with mutual funds, number of financial products and mutual fund companies they sell, certification status, number of mutual fund customers per week, perceptions of customer investment objectives, recommended long-term investment options, and any additional comments about mutual funds.

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    Questionnaire for Bankerrs

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    This document is a survey for bankers to assess their knowledge, experience, and perceptions of mutual funds. It contains 10 multiple choice and open-ended questions about the banker's familiarity with mutual funds, number of financial products and mutual fund companies they sell, certification status, number of mutual fund customers per week, perceptions of customer investment objectives, recommended long-term investment options, and any additional comments about mutual funds.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    5 views2 pages

    Questionnaire For Bankerrs

    Uploaded by

    Vaibhav Maheshwari
    This document is a survey for bankers to assess their knowledge, experience, and perceptions of mutual funds. It contains 10 multiple choice and open-ended questions about the banker's familiarity with mutual funds, number of financial products and mutual fund companies they sell, certification status, number of mutual fund customers per week, perceptions of customer investment objectives, recommended long-term investment options, and any additional comments about mutual funds.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 2

    Bankers Perception

    Name: ____________________________________ Bank: ______ Contact No.:_____________

    1. How will you rate your knowledge of mutual funds? Very Good Good Average Poor Very Poor

    2. Total experience in months? 0-10 months 10-20 months 20-30 months more than 30 months

    3. How many financial products do you sell? 5-10 10-15 15-20 20-25 25-30 more than 30

    4. Do you have targets for mutual funds? (Yes/ No)______

    5. You pitch Mutual Funds of how many companies? 0-5 5-10 10-15 15-20 more than 20

    6. Do you have AMFI certification? (Yes/ No)_____

    7. On an average, how many mutual fund customers do you encounter in a week? 5-10 10-15 15-20 20-25 25-30 more than 30

    8. According to you what is the customers objective behind investments? Tax saving Retirement plan Regular income Convenience Risk hedging Liquidity Childs future

    Utilization of unused surplus

    Others (Please specify) ___________________________________

    9. What investment option would you suggest to an investor looking for a long term investment? Life Insurance Fixed Deposit Recurring Deposit Other (Please Specify)_____________

    Systematic Investment Plan (SIP) in Mutual Fund

    10. Any comments about Mutual fund: ________________________________________________ _____________________________________________________________________________

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