QUESTIONNAIRE Personal Profile: a.

Name:

b. Age:
c. Gender: d. Contact No: e. Occupation: f. Annual Income:

20-25 Male

25-30 Female

30-35

35-40

Above 40

_______________________________________ Salaried Business man Retired Others

<1,00,000 per annum 4,00,000 7,00,000 >10,00,000

1,00,000 4,00,000 7,00,000 -10,00,000

g. (i) Are you an a/c holder of HDFC bank? (ii) If yes, mention the type of a/c Savings a/c Current a/c

Yes

No

If No, mention the type of relationship you have with HDFC (ex: credit card holder) h. How many years have you been banking with HDFC? Less than 1 year 1-3 years 3-5 years 5-7 years > 7 yrs

1. Please indicate your personal views about the following:

PERSONAL VIEWS

STRONGLY AGREE

AGREE

NEITHER AGREE NOR DISAGREE

DISAGREE

STRONGLY DISAGREE

Insurance provides protection to you and your family Insurance is an absolute necessity for an individual/family. Insurance policies with savings option are better than normal insurance policies 2. a) Are you a life insurance policyholder? Yes No b) If Yes, mention the name of the insurance company and the policy. 3. Are you aware of HDFC standard life insurance? Yes No 4. If yes, mention the following source: HDFC bank Advertisement Friends & Relatives Others, Specify.

5. Do you know that banks are nowadays cross-selling insurance products. Yes No

6. Do you know that you can purchase the HDFC standard life Insurance Policy by visiting any of the branches of HDFC Bank? Yes No

7. Are you familiar with the different types of policies offered by HDFC Standard Life Insurance?
STRONGLY AGREE AGREE NEUTRAL DISAGREE STRONGLY DISAGREE

8. .Do your agree with the following initiatives taken by the HDFC bank to promote HDFC standard life insurance products
INITIATIVES TAKEN BY HDFC BANK STRONGLY AGREE AGREE NEUTRAL DISAGREE STRONGLY DISAGREE

You have often noticed the HDFC Std. Life Insurance in HDFC Bank You have come across HDFC Std. Life Insurance by visiting HDFC Bank Web Site HDFC Bank Employees have emphasized you for taking up life insurance. (through phone calls/direct contact) 9. You are satisfied with the Customer services provided by the HDFC bank.
STRONGLY AGREE AGREE NEITHER AGREE NOR DISAGREE DISAGREE STRONGLY DISAGREE

10. You would wish to maintain a long-term relationship with HDFC bank.
STRONGLY AGREE AGREE NEITHER AGREE NOR DISAGREE DISAGREE STRONGLY DISAGREE

11. You feel that HDFC bank understands your needs and provide services for the Same.
STRONGLY AGREE AGREE NEITHER AGREE NOR DISAGREE DISAGREE STRONGLY DISAGREE

12.You feel that the following factors have helped you to build a strong relationship with HDFC bank.

RELATIONSHIP BUILDING FACTORS

Safety Reliability Convenience Customer Centric Wide range of Products and schemes 13.You prefer HDFC Bank as a one stop shop for all your financial needs (i.e., insurance services along with other financial services such as banking, mutual funds, personal loans etc. 1 2 3 4 5

13. Are you planning to take any life insurance policy in future? 1 2 3 4 5

15. Rank the following according to your need for taking a life insurance policy in future
REASONS FOR TAKING A POLICY IN FUTURE

Highly Essential

Essential

Least Essential

Not Essential

Not Essential at all

Post retirement income Invest in childs dreams Give protection and safety to your family Tax benefits Better returns 16. If you opt to buy an insurance policy in future, will HDFC Standard Life Insurance be your choice? 1 2 3 4 5

17. If you agree for the above, which will be your channel to obtain a policy? HDFC Bank a. Financial Consultants Agents Thank you very much for your co-operation. Your information will be kept confidential.