Wednesday, April 30, 2014

MS - 423 Marketing of Financial Services


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ASSIGNMENT
Course Code                      :               MS - 423
Course Title                       :               Marketing of Financial Services
Assignment Code            :               MS-423/TMA/SEM-I/2014
Coverage                             :               All Blocks

Note : Attempt all the questions and submit this assignment on or before 30th April , 2014  to   the coordinator of your study centre.


1. Describe the essential characteristics of financial services and explain how the differences between products and services affect the design of financial services?

Ans :  Essential characteristics of financial services :

Financial services refer to any transaction provided by financial institutions like banks. Financial services include loans, bank deposits, mutual funds, and stocks. The characteristics of financial services are that it should be customer-oriented and it should be adaptive to the changing economy.

With the advances in technology of the past two decades, the lives of people, including their financial lives, have evolved. The pace of living is faster, and so are the financial transactions that people make. Investments have become more

2. Explain the Marshallian and the Pavlovian, behavioural models and discuss the marketing applications of these models. 

Ans :  Marshallian Model :

This theory was first advanced by the economists. They gave formal explanation of buyer behaviour. According to this theory the consumers are assumed to be rational and conscious about economic calculations. They follow the law of marginal utility. An individual buyer seeks to spend his money on such goods which give maximum satisfaction (utility) according to his interests and at relative cost. The buying behaviour is determined by the income – its distribution and level - affects the purchasing power. The economic factors which affect the buyers behaviour are:




3.a) What is the concept of Product Life Cycle ?Discuss the application of this concept to marketing of banking products.

Ans : Concept of product life cycle :

The product life cycle is an important concept in marketing.  It describes the stages a product goes through from when it was first thought of until it finally is removed from the market. Not all products reach this final stage.  Some continue to grow and others rise and fall. All products, including financial ones, go through a lifecycle; however, the stages of a financial product lifecycle are slightly longer because they mirror the life stages of their users. Each investor tries to achieve the right mix of products in his



b) What are unique features related to delivery of banking services? Describe the various distribution channels for banking products.

Ans : Starting with the ’90s, retails banks have faced several challenges. One of them is how to
efficiently deliver their products and services to the customers. In fact, the most important  challenge of a bank is how to efficiently reach the customer, with the right product or service, at
the right time. Today, they can choose between branches, contact centers, ATMs, online channels, portals and web banks. Multichannel banking is,

4. a) Explain what do you understand by factoring ?Explain its mechanism and distinguish it from discounting of bills and forfaiting.

Ans : Factoring :

Factoring is a financial transaction in which a business sells its accounts receivable (i.e., invoices) to a third party (called a factor) at a discount.

In "advance" factoring, the business owner sells his receivables in the form of invoice to the factor, who makes an advance of 70-85% of the purchase price of the receivable amount. The factor collects the full amount from the customer in due


b) Explain in detail the process of project appraisal. What are the new financial instruments used for project financing? Discuss.

Ans : Project appraisal :

Project appraisal is the process of assessing and questioning proposals before resources are committed. It is an essential tool for effective action in community renewal.  It’s a means by which partnerships can choose the best projects to

5.  a) Describe the various constituents of a mutual fund. Explain the working mechanism of an Asset Management Company.

Ans : Various constituents of a mutual fund :

Knowledge of the basic structure of a mutual fund helps investors in understanding their rights as well as the obligations of the fund. The legal structure of Indian mutual fund is unique and differs from that in the US and the UK. In the US, funds are set up as investment companies which could be a corporation, partnership or unit


b) What are pension funds? Explain how is fund management done in pension funds?

Ans : Pension funds :

A fund established by an employer to facilitate and organize the investment of employees' retirement funds contributed by the employer and employees. The pension fund is a common asset pool meant to generate stable growth over the long term, and provide pensions for employees when they reach the end of their working years and commence retirement.
Pooled-contributions from pension plans set up by employers, unions, or other organizations to provide for the employees' or members' retirement benefits. Pension funds are the largest investment blocks in most countries and
Dear students get fully solved assignments
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