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  • Questionnaire Investment Agent: Thank You For Your Co-Operation

    Diunggah oleh

    nilesh_969329426
    9 tayangan1 halaman
    The document is a questionnaire for an investment agent that collects personal information such as name, company, qualifications, and gender. It then asks a series of multiple choice questions to assess the agent's knowledge of mutual funds and the company NJ India Invest Pvt. Ltd., including what types of mutual funds investors generally choose, if mutual funds provide better returns than other options like PPF or bonds, and what products NJ India Invest offers. It concludes by asking if the agent would like to join as an advisor or part of the value pack where they can access all products under one roof.

    Deskripsi Asli:

    questionnaire for insurance agent for mutual fund advisory business.

    Judul Asli

    Agent Questionaire

    Hak Cipta

    © Attribution Non-Commercial (BY-NC)

    Format Tersedia

    DOCX, PDF, TXT atau baca online dari Scribd

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    The document is a questionnaire for an investment agent that collects personal information such as name, company, qualifications, and gender. It then asks a series of multiple choice questions to assess the agent's knowledge of mutual funds and the company NJ India Invest Pvt. Ltd., including what types of mutual funds investors generally choose, if mutual funds provide better returns than other options like PPF or bonds, and what products NJ India Invest offers. It concludes by asking if the agent would like to join as an advisor or part of the value pack where they can access all products under one roof.

    Hak Cipta:

    Attribution Non-Commercial (BY-NC)
    Unduh sebagai DOCX, PDF, TXT atau baca online dari Scribd
    Tandai sebagai konten tidak pantas
    9 tayangan1 halaman

    Questionnaire Investment Agent: Thank You For Your Co-Operation

    Diunggah oleh

    nilesh_969329426
    The document is a questionnaire for an investment agent that collects personal information such as name, company, qualifications, and gender. It then asks a series of multiple choice questions to assess the agent's knowledge of mutual funds and the company NJ India Invest Pvt. Ltd., including what types of mutual funds investors generally choose, if mutual funds provide better returns than other options like PPF or bonds, and what products NJ India Invest offers. It concludes by asking if the agent would like to join as an advisor or part of the value pack where they can access all products under one roof.

    Hak Cipta:

    Attribution Non-Commercial (BY-NC)
    Unduh sebagai DOCX, PDF, TXT atau baca online dari Scribd
    Tandai sebagai konten tidak pantas
    dari 1

    Questionnaire Investment Agent

    SECTION 1: Personal Information Name: ____________________________________________________ Company: __________________________________________________ Contact No.________________ Email ID_________________________ Qualification: Under Graduation ( ) Graduation ( ) Post-Graduation ( ) Professional ( ) Gender: Male ( ) Female ( )

    SECTION 2 : Business Detail 1) Are you aware about Mutual Fund? Yes ( ) No ( ) 2) If yes, then Generally, Investor invest in which type of MF? Equity ( ) Debt ( ) Balanced ( ) Liquidity ( ) Other ( ) 3) Do you Think, That MF Provides more returns as compare to? PPF ( ) Equity ( ) POST ( ) Bonds ( ) Fixed Deposit ( ) Other Pls Specify__________ 4) Have you ever heard about NJ India invest Pvt. Ltd. Which is leading MF distributor in India? Yes ( ) No ( ) 5) What do you think about NJ India Invest Pvt. Ltd.? Very Good ( ) Good ( ) Neutral ( ) Bad ( ) Worse ( ) 6) Do you know which of the Following Product are offered by NJ India invest Pvt. Ltd.? MF ( ) Real Estate ( ) Insurance ( ) Training & Devp. ( ) PMS ( ) Financial Planning Software ( ) 7) Would you like to join as an advisor where you get all above product under one roof? Yes ( ) No ( ) 8) Would you like to join as Value Pack of NJ India invest Pvt. Ltd.? Yes ( ) No ( )

    Thank you for your co-operation

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