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  • Ca 901

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    shyam agrawal
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    This document outlines an academic assignment for a banking and insurance fundamentals course. Students are asked to open five different types of accounts for potential clients, including savings, recurring deposit, fixed deposit, loan, or demat accounts. They must demonstrate account opening procedures, knowledge of account types and features, customer assistance, recommendations, documentation, problem resolution, and submit proofs of the completed activities. The assignment aims to facilitate applying course outcomes related to banking services and is worth a total of 30 marks.

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    CA 901

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    This document outlines an academic assignment for a banking and insurance fundamentals course. Students are asked to open five different types of accounts for potential clients, including savings, recurring deposit, fixed deposit, loan, or demat accounts. They must demonstrate account opening procedures, knowledge of account types and features, customer assistance, recommendations, documentation, problem resolution, and submit proofs of the completed activities. The assignment aims to facilitate applying course outcomes related to banking services and is worth a total of 30 marks.

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    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    7 views1 page

    Ca 901

    Uploaded by

    shyam agrawal
    This document outlines an academic assignment for a banking and insurance fundamentals course. Students are asked to open five different types of accounts for potential clients, including savings, recurring deposit, fixed deposit, loan, or demat accounts. They must demonstrate account opening procedures, knowledge of account types and features, customer assistance, recommendations, documentation, problem resolution, and submit proofs of the completed activities. The assignment aims to facilitate applying course outcomes related to banking services and is worth a total of 30 marks.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    ANNEXURE-1

    Academic Task Number: 1 Course code: FIN901


    Date of allotment: 3rd Feb 2024 Course Title: fundamentals
    of Banking and Insurance
    Date of submission: 19th Feb 2024 Maximum Marks: 30
    Academic Task Type: Individual | Assignment 1

    Question Question Statement Course Outcome Bloom’s level Marks per


    Number Question
    Students will be required to facilitate potential clients
    Q1 with banking services by opening any five: saving
    account, CO1, CO2, CO3 L3, L4, L5 30
    recurring deposit account, fixed deposit account, loan
    account, D-mat account, or any other related account
    (with minimum amount requirement) (Rubric Account
    opening procedure 5 marks, Account types and features
    5 marks, Customer assistance 5 marks, Account
    recommendations 5 marks, documentations and record
    keeping 5 marks, Problem resolution and
    recommendations 5 marks. Proofs of the activity need to
    be submitted.

    Page 1 of 1

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