You are a Financial Planner. Your client Ankur Desai (age 36 years) works with an
FMCG company earning Rs. 15 lakhs per annum. His wife Preeti (age 32 years) is a
homemaker. They have one daughter Asha (age 3 years). The couple requires your help
to make few financial decisions. (You can make any assumptions to further build up
your case.)
a. Ankur wants to buy a Pure Risk life insurance cover of Rs 1.5 crore. He is confused
whether he should buy a ULIP, Endowment or a Term Plan. Recommend the product
best suited for his requirement.
b. Ankur has expressed his desire to retire by the age of 60. Design a retirement plan for
him.
One of your clients wants to apply for a Home Loan in the next 12 to 18 months. Few
months back the client had lost his job during the COVID-19 pandemic and delayed his
credit card payments. The client is worried that this may impact his credit score
maintained by Credit Bureaus. Suggest a roadmap to your client to improve his credit
score.
How do you describe the attitudes of the meeting attendees in relation to emotional intelligence and emotional competence
How would you rate Max's emotional intelligence?By remembering the four competence,his quarterly results numbers may have been different
Is max building positive attitude and emotional competence in employees and if not discuss the nature of attitudes that you foresee and consequences of these attitudes under his leadership
Woolworths is one of the retailer shops that had recently focused on improving Customer Relationship Management (CRM) to increase its sales revenue. Discuss the factors that may influence customer`s expectation as Woolworths engage with the clients. Use relevant examples from the case study to motivate your answer
Explain how Woolworths can use the six stages of relationship development to increase its relationship loyalty with customers?
In your answer you need to motivate your stages with examples from the case study and discuss the nature and purpose of the stage, the typical internal marketing strategy, and the challenges that a company may face to build a strong customer relationship management.
What is the unique selling proposition of Ice Cream?
Now assume that Sam’s shirts sell for $400, his sweaters for $600, his socks for $150, and his hats for $200. Would your pricing strategy recommendations change any? Why or why not
Create a 10-question survey questionnaire.