LOVELY PROFESSIONAL UNIVERSITY

CA1-MKT-354

School: MITTAL SCHOOL OF BUSINESS Domain: MARKETING

Faculty Member: Dr. Rakesh Kumar Gautam and Dr. Kulvinder Kaur
Course title: Marketing of Financial Services Course code: MKT354
Academic Task Type: Offline Assignment Maximum Marks: 30
Date of allotment: 17/02/2024 Date of submission: 29/02/2024

ASSIGNMENT: Promote and sale insurance policies

PMSBY-Pradhan Mantri Suraksha Bima Yojana,

ATP-Atal Pension Yojana and
PMJJBY- Pradhan Mantri Jeevan Jyoti Bima Yojana

Important Notes:
1. No late submission will be accepted.
2. It is a group assignment (Group Size-5 students).
3. The assignment will be evaluated as per the rubrics.
4. Peer rating will be applicable

Detail of Academic Task Course Max.

Outcome Bloom’s Marks
level

PART 1: CONSUMER INSIGHTS (20 MARKS) 30

• Data Collection & Analysis: Collect primary data CO2 L2, L3
through questionnaire, interviews, and observations CO3
from the target segment. Correct and complete
details required through questionnaire is must.

• Each group shall meet all the families residing

in village house as informed and collect
information about all the members between 18
to 70 years age from each house.

Assessment (Marks):

a. Complete and correctly fill questionnaire and

forms for insurance - 5 Marks

b. No. of houses covered (individual families

residing in a house requires a separate
questionnaire) - 15 marks

20 and above houses-15 Marks

15 to 19 houses-10 Marks
10 to 14 houses- 5 Marks
Below 10 houses- No Marks
PART 2: PRESENTATION (10 MARKS)

REPORT: Prepare a professional well-structured report

that summarizes all the elements of all two parts of the
assignment. Other important component of the assignment
is:
(a) Geotagged photograph of the teams visits to the chosen
place.
(b) Photographs of the persons contacted and questioned.

Understanding of Consumer Behaviour: Analyse

consumer preferences, attitudes towards a financial
product, and factors influencing their purchasing decisions.
(5 Marks)
Opportunities and Challenges Identification: Identify
opportunities and challenges in marketing financial
products in the specified villages. (5 Marks)