Questionnaire – Self Employed

Name

Age

Gender

Contact details

Occupation

Source of Income

Name of organization/business

Vintage(years) of business

Legal structure of business (sole proprietorship/OPC/Ltd/Pvt

Ltd/partnership/LLP/TASC/HUF)

Type of business (service, real estate, manufacturing, restaurant etc)

Annual turnover

Office space: Owned/rented

Are you planning to expand in the next 3 years? If yes, any loan
requirement for expansion?

Do you have a credit facility with any bank? If yes, which type and
bank?

What are the products that you hold with ICICI Bank?

Does your senior management have a privilege/wealth account with

ICICI bank?

Do your employees hold a salary account with ICICI Bank?

What is the average salary of your employees?

How do you transfer salary to your employees?

Do you offer group insurance to your employees?, If yes, which

insurance company?

How do you manage your collections and payments?

What are the other services you would like the bank to offer?