Questionnaire HNW Scoping and Market Survey

Name any three banks –

1. ________________ 2. ________________ 3. ________________

Which is your primary bank and how long have you been associated with this bank?

__________________________________________________.

What factors made you choose your primary bank? (Rank according to your preference)

Location – near to home/office [ ]

Better interest rates [ ]
Reputation and Corporate image [ ]
Good Customer Service [ ]
Lack of information regarding alternate Banks [ ]
Products offered by the bank. [ ]

Does your family have accounts with the same bank? YES / NO

What products/services are you availing from the Bank?

1 2 3 4 5
Credit Card POS/Merchant Working Capital RTFX Online Banking
Swipe Machine Limits (FOREX) Services (ENET)

6 7 8 9 10
Net Banking Doorstep Cheque Salary Accounts Mobile Banking Digital Wallets
Collection

Any Other Asset, Please Specify____________________.

You’re Current Account Limit

S.NO Amount Bank Rate of Interest

Any On-going/Existing Loans

With HDFC bank With Other banks

Any other requirement? ROI Service/Product

How frequently do you use these Products/Services?

1. 3 – 4 times a week 2. Weekly Basis 3. 2 – 3 times a month 4. Once a month 5. Never.

How satisfied are you from these products and services?

1. Very Satisfied 2. Satisfied 3. Neutral 4. Dissatisfied 5. Very Dissatisfied

Perception about HDFC Bank

I consider HDFC bank’s overall services and products to be excellent.

1 – Strongly Disagree 2- Disagree 3- Neutral 4- Agree 5- Strongly Agree

HDFC bank puts the customer’s interest first

1 – Strongly Disagree 2- Disagree 3- Neutral 4- Agree 5- Strongly Agree

Working Capital provisions provided by HDFC bank is satisfactory

1 – Strongly Disagree 2- Disagree 3- Neutral 4- Agree 5- Strongly Agree

FOREX products and services provided by HDFC bank is satisfactory.

1 – Strongly Disagree 2- Disagree 3- Neutral 4- Agree 5- Strongly Agree

Interest Rates on FD’s and CASA offered by HDFC are competitive as compared to other banks.

1 – Strongly Disagree 2- Disagree 3- Neutral 4- Agree 5- Strongly Agree

Are you aware of digital wallets like PayZapp or Chillr? YES/NO

Are you aware of Smart Hub? YES/NO

What are the most important factors you are going to consider if you are to switch your bank? Pick any four.

Minimum Balance requirements Customer Service Level Customized Banking services

Interest Rates on Savings and Fixed Mobile and Internet Platforms Minimum Service charges
Deposits /Recurring Deposits provided by banks

Interest rates on Loans Perks for New clients and Long

time clients

PERSONAL INFORMATION:

Name –

Occupation –

Age –

Annual Income – Below 5 Lacs 5 – 8 Lacs 8 – 12 Lacs 12 – 15 Lacs above 15 Lacs

Contact Number –