NAME_AND_CONTACT_NO

Nirjhar Dutta
Rohit
Rohan shinoi
Ninad Koli
Mithil Jani
Veejay Salvi
Bhual Singh
Roshan S
Abhay vora
Arjun Mithbawkar
Amol Hindlekar
Priyanka Mehta
Bamkin Mehta
Ahmed Shaikh
Shailesh Makhija
Anil Singh
Harpeet Manchanda
Swati M
Biplab Sarkar
Motilal Chimalal
Shanti Kumar
Smit Desai S
Bhagyesh
Ranjeet Singh
Jesika Chapneri
Biplab Sarkar
Motilal Chimalal
Snehal Solanki
Biplab Sarkar
Motilal Chimalal
Biplab Sarkar
Motilal Chimalal
Saroj Verma
R R Dubey
Jyoti Yadav
Kumar praveen
GEETA K
Nidhi Tandel
Rohan shetty
Dhaval Nagda
Ankita
Pratik marathe, 9831547511
akshata
Hrishi Vyas
Pranav Mehndale
Satish Deshpande

AGE_GROUP
22-34
22-34
22-34
22-34
22-34
22-34
22-34
35-44
35-44
35-44
35-44
35-44
35-44
35-44
35-44
35-44
35-44
45-55
45-55
45-55
45-55
45-55
45-55
45-55
45-55
45-55
45-55
45-55
45-55
45-55
45-55
45-55
45-55
45-55
45-55
MORE THAN 55
MORE THAN 55
MORE THAN 55
MORE THAN 55
MORE THAN 55
MORE THAN 55
MORE THAN 55
MORE THAN 55
MORE THAN 55
MORE THAN 55
MORE THAN 55

SEX
MALE
MALE
MALE
MALE
MALE
MALE
MALE
MALE
MALE
MALE
MALE
FEMALE
MALE
FEMALE
FEMALE
MALE
MALE
FEMALE
MALE
MALE
MALE
MALE
MALE
MALE
FEMALE
MALE
MALE
FEMALE
MALE
MALE
MALE
MALE
FEMALE
MALE
FEMALE
MALE
FEMALE
FEMALE
MALE
MALE
FEMALE
MALE
FEMALE
MALE
MALE
MALE

MARITAL_STATUS
SINGLE
SINGLE
SINGLE
SINGLE
SINGLE
SINGLE
SINGLE
SINGLE
SINGLE
SINGLE
SINGLE
SINGLE
SINGLE
MARRIED
MARRIED
MARRIED
SINGLE
SINGLE
SINGLE
SINGLE
SINGLE
SINGLE
SINGLE
MARRIED
MARRIED
SINGLE
SINGLE
MARRIED
SINGLE
SINGLE
SINGLE
SINGLE
MARRIED
SINGLE
MARRIED
MARRIED
MARRIED
MARRIED
SINGLE
SINGLE
DIVORCED
SINGLE
SINGLE
SINGLE
SINGLE
SINGLE

OCCUPATION
SERVICE
SERVICE
SERVICE
SERVICE
SERVICE
SERVICE
SERVICE
SERVICE
OTHERS
SERVICE
SERVICE
OTHERS
OTHERS
OTHERS
OTHERS
SERVICE
BUSINESS
OTHERS
PROFESSIONAL
OTHERS
OTHERS
SERVICE
OTHERS
SERVICE
SERVICE
PROFESSIONAL
OTHERS
SERVICE
PROFESSIONAL
OTHERS
PROFESSIONAL
OTHERS
SERVICE
OTHERS
SERVICE
SERVICE
SERVICE
BUSINESS
SERVICE
OTHERS
OTHERS
OTHERS
OTHERS
SERVICE
SERVICE
BUSINESS

Smita Patel
Ashok Jalan
Sushila Shukla
Yashvant Singh
Kavita Bhingade

MORE THAN 55
MORE THAN 55
MORE THAN 55
MORE THAN 55
MORE THAN 55

FEMALE
MALE
FEMALE
MALE
FEMALE

MARRIED
SINGLE
MARRIED
MARRIED
MARRIED

BUSINESS
BUSINESS
BUSINESS
SERVICE
BUSINESS

NO_OF_DEPENDANTS
NONE
1
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
2
1
1
2
NONE
NONE
2
2
NONE
NONE
3
NONE
NONE
2
NONE
NONE
2
NONE
2
NONE
2
NONE
1
2
2
NONE
NONE
1
NONE
NONE
3
3
2

GROSS_ANNUAL_INCOME
300001-700000
300001-700000
<300000
300001-700000
300001-700000
300001-700000
<300000
<300000
<300000
<300000
<300000
<300000
<300000
300001-700000
<300000
300001-700000
>1500000
<300000
700001-1500000
700001-1500000
<300000
700001-1500000
<300000
300001-700000
300001-700000
700001-1500000
700001-1500000
300001-700000
700001-1500000
700001-1500000
700001-1500000
700001-1500000
300001-700000
700001-1500000
300001-700000
300001-700000
300001-700000
300001-700000
300001-700000
<300000
700001-1500000
<300000
<300000
300001-700000
300001-700000
>1500000

2
2
2
1
2

300001-700000
>1500000
300001-700000
300001-700000
300001-700000

ARE_YOU_AWARE_ABOUT_THE_WEALTH_MANAGEMENT_SERVICES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES

YES
YES
YES
YES
YES

SERVICES_YOU_USE_OR_WILL_BE_USED_IN_WEALTH_MANAGEMENT_SERVICES
Investment Planning
Investment Planning
Investment Planning
Investment Planning
Investment Planning
Investment Planning
Tax Planning
Investment Planning
Investment Planning
Investment Planning
Investment Planning
Investment Planning
Investment Planning
Tax Planning
Investment Planning
Tax Planning
Investment Planning
Investment Planning
Real estate Planning
Tax Planning
Tax Planning
Real estate Planning
Investment Planning
Investment Planning
Investment Planning
Real estate Planning
Tax Planning
Investment Planning
Real estate Planning
Tax Planning
Real estate Planning
Tax Planning
Investment Planning
Tax Planning
Investment Planning
Tax Planning
Retirement Planning
Tax Planning
Investment Planning
Investment Planning
Investment Planning
Investment Planning
Investment Planning
Investment Planning
Investment Planning
Investment Planning

Tax Planning
Investment Planning
Tax Planning
Tax Planning
Tax Planning

WHAT_IS_YOUR_PRIMARY_INVESTMENT_OBJECTIVE
To earn a supplement income and possibly some capital gain
To earn a supplement income and possibly some capital gain
To earn a supplement income and possibly some capital gain
To earn a supplement income and possibly some capital gain
To earn a supplement income and possibly some capital gain
To earn a supplement income and possibly some capital gain
To earn a supplement income and possibly some capital gain
To earn a supplement income and possibly some capital gain
To earn a supplement income and possibly some capital gain
To earn a supplement income and possibly some capital gain
To earn a supplement income and possibly some capital gain
To earn a supplement income and possibly some capital gain
To earn a supplement income and possibly some capital gain
To earn inflation adjusted returns.
To earn inflation adjusted returns.
To earn inflation adjusted returns.
To earn inflation adjusted returns.
To earn inflation adjusted returns.
To earn inflation adjusted returns.
To earn inflation adjusted returns.
To earn inflation adjusted returns.
To earn inflation adjusted returns.
To earn regular income
To earn regular income
To earn regular income
To earn regular income
To earn regular income
To earn regular income
To earn regular income
To earn regular income
To earn regular income
To earn regular income
To earn regular income
To earn regular income
To earn regular income
To earn regular income
To earn regular income
To earn regular income
To earn regular income
To earn regular income
To earn regular income
To earn regular income
To earn regular income
To earn regular income
To earn regular income
To maximize the long term growth potential

To maximize the long term growth potential

To maximize the long term growth potential
To maximize the long term growth potential
To maximize the long term growth potential
To preserve the initial capital

WHICH_ASSET_CATEGORY_WILL_YOU_PREFER_TO_ALLOCATE_YOUR_MONEY_TO
Invest in a balanced proportion with major allocation to Mutual Funds and shares
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bank FDs, Post Off. Savings, PPF and Other Govt. Schemes
Invest in Bonds or Other Instruments to earn higher returns than FD's
Invest in Bonds or Other Instruments to earn higher returns than FD's
Invest in Bonds or Other Instruments to earn higher returns than FD's
Invest the money in Mutual Funds
Invest the money in Mutual Funds
Invest the money in Mutual Funds
Invest the money in Mutual Funds
Put the money in Equity shares
Put the money in Equity shares
Put the money in Equity shares
Put the money in Equity shares
Put the money in Equity shares
Put the money in Equity shares
Put the money in Equity shares
Put the money in Equity shares
Put the money in Equity shares
Put the money in Equity shares

Put the money in Equity shares

Put the money in Equity shares
Put the money in Equity shares
Put the money in Equity shares
Put the money in Equity shares

WHICH_INVESTMENT_DO_YOU_HOLD_WITH_BANK_OF_BARODA
Deposits.
Deposits.
Deposits.
Deposits.
Deposits.
Deposits.
Deposits.
Deposits.
Deposits.
Deposits.
Deposits.
Deposits.
Deposits.
Deposits.
Deposits.
Deposits.
Deposits.
Deposits.
Deposits.
India First Life Insurance.
National Insurance (Mediclaim)
Deposits.
Deposits.
Deposits.
Baroda Health.
Deposits.
Baroda Health.
Deposits.
Deposits.
Deposits.
Deposits.
Deposits.
Deposits.
Deposits.
Deposits.
Mutual Fund.
Mutual Fund.
Mutual Fund.
Mutual Fund.
Mutual Fund.
Mutual Fund.
Mutual Fund.
Mutual Fund.
Mutual Fund.
Mutual Fund.
Mutual Fund.

Mutual Fund.
Mutual Fund.
Mutual Fund.
Mutual Fund.
Mutual Fund.

HOW_SATISFIED_ARE_YOU_WITH_THE_OVERALL_PRODUCT_OF_BANK_OF_BARODA
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Neutral
Somewhat dissatisfied
Somewhat satisfied
Somewhat satisfied
Somewhat satisfied
Somewhat satisfied
Somewhat satisfied
Somewhat satisfied
Somewhat satisfied
Somewhat satisfied
Very dissatisfied.
Very dissatisfied.
Very satisfied
Very satisfied
Very satisfied
Very satisfied
Very satisfied
Very satisfied

Very satisfied
Very satisfied
Very satisfied
Very satisfied
Very satisfied

APART_FROM_BANK_OF_BARODA_WHERE_DO_YOU_HAVE_YOUR_INVESTMENTS
Co-operative Banks
Co-operative Banks
Co-operative Banks
Co-operative Banks
Co-operative Banks
Co-operative Banks
Public Sector Banks
Co-operative Banks
Private and Foreign Banks.
Co-operative Banks
Co-operative Banks
Private and Foreign Banks.
Co-operative Banks
Co-operative Banks
Public Sector Banks
Co-operative Banks
Public Sector Banks
Private and Foreign Banks.
Co-operative Banks
Public Sector Banks
Financial Institutions.
Private and Foreign Banks.
Co-operative Banks
Public Sector Banks
Co-operative Banks
Co-operative Banks
Public Sector Banks
Co-operative Banks
Co-operative Banks
Public Sector Banks
Co-operative Banks
Public Sector Banks
Co-operative Banks
Public Sector Banks
Co-operative Banks
Co-operative Banks
Co-operative Banks
Public Sector Banks
Co-operative Banks
Public Sector Banks
Private and Foreign Banks.
Co-operative Banks
Public Sector Banks
Financial Institutions.
Financial Institutions.
Public Sector Banks

Public Sector Banks

Public Sector Banks
Public Sector Banks
Co-operative Banks
Public Sector Banks

DO_YOU_TAKE_ADVICE_FROM_ANY_FINANCIAL_ADVISER_BEFORE_INVESTING
YES
NO
YES
YES
NO
YES
YES
YES
YES
YES
YES
YES
NO
YES
YES
YES
YES
YES
NO
YES
NO
YES
YES
YES
NO
NO
YES
NO
NO
YES
NO
YES
NO
YES
NO
YES
YES
YES
NO
YES
YES
NO
NO
NO
NO
YES

YES
YES
YES
YES
YES

SYSTEMATIIC_SAVING_IS_EASIER_AND_AN_EFFICIENT_WAY_OF_SAVING
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
NO
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
YES
NO
NO
YES
YES
YES
YES
NO

YES
NO
YES
YES
YES

RATE_THE_OVERALL_BANK_OF_BARODA_WEALTH_MANAGEMENT_SERVICES
Somewhat satisfied
Very satisfied
Neutral
Somewhat satisfied
Neutral
Somewhat satisfied
Somewhat satisfied
Neutral
Neutral
Neutral
Neutral
Neutral
Somewhat satisfied
Very satisfied
Very satisfied
Somewhat satisfied
Neutral
Neutral
Neutral
Very satisfied
Neutral
Very satisfied
Neutral
Very satisfied
Neutral
Neutral
Very satisfied
Neutral
Neutral
Very satisfied
Neutral
Very satisfied
Neutral
Very satisfied
Neutral
Very satisfied
Very satisfied
Neutral
Neutral
Neutral
Neutral
Somewhat satisfied
Somewhat satisfied
Very dissatisfied.
Very dissatisfied.
Neutral

Neutral
Neutral
Neutral
Very satisfied
Neutral

WHY_DID_YOU_CHOOSE_BANK_OF_BARODA
Referral
Overall reputation of the bank.
Transparency
Referral
Recommended by other professional
Referral
Referral
Transparency
Overall reputation of the bank.
Transparency
Transparency
Location and convenience.
Overall reputation of the bank.
Overall reputation of the bank.
Overall reputation of the bank.
Referral
Location and convenience.
Location and convenience.
Overall reputation of the bank.
Overall reputation of the bank.
Location and convenience.
Customer Service
Location and convenience.
Overall reputation of the bank.
Recommended by other professional
Overall reputation of the bank.
Overall reputation of the bank.
Recommended by other professional
Overall reputation of the bank.
Overall reputation of the bank.
Overall reputation of the bank.
Overall reputation of the bank.
Recommended by other professional
Overall reputation of the bank.
Recommended by other professional
Overall reputation of the bank.
Overall reputation of the bank.
Referral
Recommended by other professional
Location and convenience.
Overall reputation of the bank.
Overall reputation of the bank.
Overall reputation of the bank.
Location and convenience.
Location and convenience.
Location and convenience.

Referral
Location and convenience.
Referral
Overall reputation of the bank.
Referral

REASON_FOR_CHOOSING_OTHER_INSTITUTION_OVER_BANK_OF_BARODA
Better Interest rates.
Strong Customer relationship management.
Dedicated Wealth Management team
Better Interest rates.
Dedicated Wealth Management team
Better Interest rates.
Better Interest rates.
Better Interest rates.
Better services
Dedicated Wealth Management team
Better Interest rates.
Strong Customer relationship management.
Strong Customer relationship management.
Better Interest rates.
Dedicated Wealth Management team
Better Interest rates.
Dedicated Wealth Management team
Strong Customer relationship management.
Better Interest rates.
Strong Customer relationship management.
Strong Customer relationship management.
Dedicated Wealth Management team
Better Interest rates.
Dedicated Wealth Management team
Dedicated Wealth Management team
Better Interest rates.
Strong Customer relationship management.
Dedicated Wealth Management team
Better Interest rates.
Strong Customer relationship management.
Better Interest rates.
Strong Customer relationship management.
Dedicated Wealth Management team
Strong Customer relationship management.
Dedicated Wealth Management team
Better Interest rates.
Dedicated Wealth Management team
Tax benefit
Dedicated Wealth Management team
Better Interest rates.
Dedicated Wealth Management team
Strong Customer relationship management.
Better Interest rates.
Better Interest rates.
Better Interest rates.
Dedicated Wealth Management team

Tax benefit
Dedicated Wealth Management team
Tax benefit
Better Interest rates.
Tax benefit

ENHANCEMENT_OR_NEW_SERVICES_YOU_WOULD_LIKE_TO_INCLUDE_IN_BOB
Better Customer Satisfaction.
Better customer service
Better Customer Satisfaction.
Better customer service
Better Customer Satisfaction.
Better Customer Satisfaction.
Better customer service
Better customer service
Better customer service

Better Customer Satisfaction.

Better Interest Rates

Better customer service

Better Interest Rates
Better customer service
Better Interest Rates
Better Interest Rates
Better customer service
Better customer service
Long Term Plans offering better interest rate plus tax savings.
Individual department for ease
Better customer service

Better customer service

Lower interest rates on housing loans
Lower interest rates on housing loans

Individual department for ease

Individual department for ease
Individual department for ease