Customer Profile Questionnaire


customer profile questionnaire can also be referred to as a feedback form. The customer profile questionnaire is a form with questions that are focused on helping an organization or a company to become better acquainted with the members of its consumer base.
Customer profile questionnaire gives detailed information about a customer. It includes details such as the name, the address, and contact numbers of the customer. Some also include education levels and occupation.
Different organizations and companies have different customer profile questionnaires. The nature of your questionnaire all depends on the information you seek from the customers.

Sample Customer Profile Questionnaire

This questionnaire is from a financial institution.
Name:____________________________________________________
Surname:____________________________________________________
Address:____________________________________________________
Telephone number:____________________________________________________
Email address:___________________________________________________
Date of birth____________________________________________________
Education level:
Primary:

High School:
Undergraduate:
University:
Post Graduate:

Occupation:
Professional:
Blue Collar:
Retired:
Unemployed:
Others  ________________________ (please specify)

Do you have an existing financial account with us?

Yes
No

Which product(s) do you have in your existing account?

  • Bonds
  • Securities
  • Mutual Funds
  • Insurance
  • Commodities
  • Others ________________________(please specify)

Which products are you interested in purchasing?

  • Bonds
  • Securities
  • Mutual Funds
  • Insurance
  • Commodities
  • Others ________________________(please specify)

Choose your preferred method of payment?

  • Cash
  • Check
  • Visa
  • Credit Card

How long would your like to invest for?

  • Over 10 years
  • 5 – 10 Years
  • 3 – 5 Years
  • 1 – 3 Years
  • 6months – 1 Year
  • Less than 6 Months

Your total investment

  • Above $ 1,000,000
  • $500,000 – 999,999
  • $250,000 – 499,999
  • $100,000 – 249,999
  • $50,000 – 99,999
  • $10,000 – 49,999
  • Less than $10,000

Category: Customer Questionnaire

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