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Advanced Wealth Management Course (IIBF) - Paper 2
Ch 10: Case Study
Q
1
.
What are the key factors affecting First Credit Bank?
Strategic planning
Marketing communications
Team leadership
Market segmentation
All of the above
Q
2
.
What type of training could benefit Kamini?
Marketing concept
Steps of personal selling
Recognizing customer’s needs
All of the above
Q
3
.
What type of training could benefit Krish?
Changes in the external environment
How changes presents opportunities rather than obstacles
Both (a) & (b)
None of the above
Q
4
.
How could First Credit Bank, through its team leaders, handle the situation better?
The team leaders need to inform company’s vision & strategic plan to employees.
The team members need to recognize early sign of conflict
Share information with staff about changes
All of the above
Q
5
.
What are the strategic planning issues that First Credit Bank is facing?
Corporate vision & strategic plan not communicated to employees.
One business unit does not understand the objectives and responsibilities of other units.
Development of a mission statement with all staff inputs
All of the above
Q
6
.
What are the marketing issues that First Credit Bank is facing?
Information about external & internal changes to employees.
Appropriate promotion plan for new products
Train & educate staff on new products
All of the above
Q
7
.
Why are Krish & Kamini experiencing problems?
Communication barrier
Information about external & internal changes
Product knowledge
All of the above
Q
8
.
What steps might First Credit Bank have taken or what processes should have been in place as part of normal business communications to assist in such a situation?
Communication to employees about corporate vision & strategic plan
Understanding the objectives and responsibilities of one business unit to another
Information about external & internal changes to employees
All of the above
Q
9
.
What are some of the factors that have contributed to the way Krish & Kamini are feeling?
Team leadership
Marketing communication
Market segmentation/consumer behaviour
All of the above
Q
10
.
What are the human resource issues that First Credit Bank is facing?
Sharing information with staff about changes
Communicating to customers
Understanding communication barriers
All of the above