To understand the financial planning needs and preferences of customers in different demographics and income brackets.
To assess the awareness and usage of financial advisor services offered by ICICI Prudential Life Insurance Company.
To identify potential areas for improvement in the financial advisor services to better meet the needs of customers.
Conduct surveys and interviews with a sample of customers to gather data on their financial planning needs and preferences.
Analyze the data collected to identify trends and patterns in customer behavior and preferences.
Compare the findings with the current services offered by ICICI Prudential Life Insurance Company to identify potential gaps or areas for improvement.
Prepare a report summarizing the findings and recommendations for enhancing the financial advisor services offered by ICICI Prudential Life Insurance Company.
