Tuesday, October 2, 2007

RETAIL BANKING & CUSTOMER RELATIONS

Customer Profile :

Name :___________________________________
Mailing Address :___________________________________
___________________________________
Contact No. : (Resi.)__________ (Mob.)______________
Gender : Male Female
Occupation :Salaried Business
Professional Housewife
Student
Any Other (Pl. specify) :___________________________

Questions :

Q1. Which type of account you have in ICICI Bank ?
Saving Current
Any other (Pl. specify): ____________________

Q2. Reasons for Opening Account ?
Convenience Good Customer Services
Proximity to Office Security
Attractive Schemes Reputation of Bank
Any other (Pl. specify) : ____________________
Q3. How frequently you visit the Bank ?

Daily Weekly Monthly Yearly

Q4. Do you have account in other banks ?

Yes No

Q5. Which of these services you avail mostly ?

Deposit/ Withdrawal of cash Term deposit account
Deposit of clearing cheques DD Remittance
Safe deposits ATM Facility
Drop Box facility Phone banking
Debit/ Credit card e- banking

Q6. In which scheme do you generally Invest ?

Fixed deposits Insurance
Mutual funds Bonds
Real estate Gold & Silver

Q7. What is the basic motive for Investment ?

Safety Liquidity Growth Tax Benefit

Q8. Your Investment decision is influenced by :

Self Spouse Friends Advisors
Tax Consultants
Any other (Pl. specify) : __________________________

Q9. What is your Investment Horizon ?

Short term Medium term Long term
(<>3 yrs.)

Q 10 . Are you satisfied with the services rendered ?

Yes No

If Yes, (Pl. tick appropriate box) Fully Partially

Q11. Your suggestions for improvement in Customer Services :

________________________________________________________________




Date: Signature



____________Thank You______________


DAKSH BANORIA

No comments: