Banking & Insurance
2 subcategories · 24 prompts available · 4 free
Credit, compliance and customer communication prompts for BFSI professionals.
Act as a Senior Credit Officer with 12 years at HDFC / ICICI Bank. Draft a credit assessment memo for an MSME …
Act as a Branch Manager. Write a 220-word loan approval letter (home loan ₹62L) to an Indian salaried customer…
Act as a Wealth Manager + SEBI-RIA. Write a 4-min pitch script to recommend a goal-based MF SIP to a salaried …
Act as a Branch Compliance Officer. Build the AML / KYC documentation SOP for a customer onboarding (high-risk…
Act as a Recovery Officer. Draft a 280-word recovery letter to a defaulter with a 90+ DPD home loan (₹26L outs…
Act as a Senior Credit Officer. Assess working capital limit (cash credit ₹1.5 Cr) for a trader of textiles (3…
Act as a Branch Manager. Draft a quarterly sales target plan for a metro branch (8-staff, 40K liability custom…
Act as a Compliance Officer. Draft a sample STR for a customer's high-velocity cash deposits ₹4 Cr in 30 days,…
Act as a Customer Service Manager. Draft a 200-word fraud alert WhatsApp + SMS + email message to customers af…
Act as a Branch Sales Officer. Write a 5-min branch conversation script to cross-sell a credit card to a savin…
Act as a Senior Risk Analyst at a Tier-1 Indian bank. Walk me through RWA calculation for a ₹500 Cr portfolio …
Act as a Branch Head. Plan a 60-day CASA + retail FD mobilisation drive in a tier-2 Indian city. Targets: (1) …
Act as an IRDAI-certified life insurance advisor (LIC + private). Conduct a term-insurance need assessment for…
Act as a health-insurance broker (PolicyBazaar / Acko / Star Health-empanelled). Compare 5 family floater heal…
Act as a senior claim-processing executive at a TPA. Build a complete claim-documentation kit for a planned ho…
Act as a Customer Service Manager at a private insurer. Draft a 200-word renewal reminder email for a customer…
Act as a senior motor-insurance claims officer. Walk me through claim handling for a comprehensive motor polic…
Act as an NRI insurance specialist. Pitch a term plan to a 36-yr-old NRI in Dubai (Indian passport, plans to r…
Act as a senior claims advocate. Draft a 350-word appeal letter on behalf of a customer whose ₹2.6L claim was …
Act as an LIC + private hybrid advisor. Pitch a child education plan for a 5-yr-old child of urban parents. Co…
Act as a corporate insurance broker. Pitch a Group Mediclaim policy to an Indian SME (40 employees, ₹3.5 Cr tu…
Act as a risk inspection officer. Inspect a ₹85 Cr factory premise (chemical-grade) for property + business in…
Act as a cyber-insurance specialist. Pitch a cyber-insurance policy to a 200-person Indian IT services company…
Act as a senior insurance advisor. Build a 10-min onboarding conversation for a new customer (45-yr-old busine…