Deepak Sarin Email & Phone Number

Gurugram, Haryana, India

Host webinars, workshops, and group training sessions for AdviserLogic (ADL) and Adviser Research Centre (ARC) users to help them move up the learning curve and get the most out of their investment with Morningstar.Develop and maintain strong, positive relationships with customers, acting as their main point of contact.Work to prevent customer churn by addressing issues proactively and ensuring customer satisfaction.Effectively deploy different de-escalation techniques to resolve… Show more Host webinars, workshops, and group training sessions for AdviserLogic (ADL) and Adviser Research Centre (ARC) users to help them move up the learning curve and get the most out of their investment with Morningstar.Develop and maintain strong, positive relationships with customers, acting as their main point of contact.Work to prevent customer churn by addressing issues proactively and ensuring customer satisfaction.Effectively deploy different de-escalation techniques to resolve customers' complaints and deliver a superb client experience. Work with Product/Marketing/Support teams to drive adoption of Morningstar SAAS solutions, improve Net Promoter Score (NPS) and cross-sell to drive revenue and achieve the set business goals. Show less

Atlanta, Georgia, United States

Successfully managed a portfolio of 10 client accounts, ensuring timely delivery of IT outsourcing projects within scope and budget.Exceeded client expectations by proactively identifying and resolving potential issues.Collaborated effectively with the development team to ensure seamless project delivery and client satisfaction.Proactively monitor and analyse key performance indicators (KPIs) to identify areas for improvement and drive continuous customer success.Create a… Show more Successfully managed a portfolio of 10 client accounts, ensuring timely delivery of IT outsourcing projects within scope and budget.Exceeded client expectations by proactively identifying and resolving potential issues.Collaborated effectively with the development team to ensure seamless project delivery and client satisfaction.Proactively monitor and analyse key performance indicators (KPIs) to identify areas for improvement and drive continuous customer success.Create a Statement of Work (SOW) and other clients relevant documents.Participate in clients call and presentation to support team with challenging and difficult client interactions. Show less

Gurgaon, India

Client Relationship Management: Independently managed a portfolio of 28 accounts for a Private Wealth Advisor, ensuring personalized service and tailored financial strategies.Sales and Upselling: Proactively generated referrals from existing clients and collaborated with the business development team to convert leads into successful client relationships.Reporting: Developed and maintained bi-weekly reports to provide transparent updates on ongoing and pending tasks, fostering clear… Show more Client Relationship Management: Independently managed a portfolio of 28 accounts for a Private Wealth Advisor, ensuring personalized service and tailored financial strategies.Sales and Upselling: Proactively generated referrals from existing clients and collaborated with the business development team to convert leads into successful client relationships.Reporting: Developed and maintained bi-weekly reports to provide transparent updates on ongoing and pending tasks, fostering clear communication and progress tracking within the team.Leadership and Motivation: Consistently tracked team performance, providing targeted support and guidance to help team members achieve their individual and collective goals. Show less

Analyzing and assessing the client’s information, objectives, needs and priority. Identifying and evaluating strategies and developing recommendations and presenting them to the clients. Discussing advance strategies to safeguard safeguarding client’s retirement and providing insight into different annuity products that could provide a steady stream of income during retirement.Documenting a compliant financial plan that outlines the financial objectives and actions required to help… Show more Analyzing and assessing the client’s information, objectives, needs and priority. Identifying and evaluating strategies and developing recommendations and presenting them to the clients. Discussing advance strategies to safeguard safeguarding client’s retirement and providing insight into different annuity products that could provide a steady stream of income during retirement.Documenting a compliant financial plan that outlines the financial objectives and actions required to help the clients to achieve their financial goals. Analyzing investment portfolio using Morningstar and recommend changes to suite clients risk tolerance. Recommending advance insurance strategies for protection clients against disability and their survivors against their dependent premature death.Generating referrals from the existing set of advisor and contribute to the growth of the business. Mentoring my fellow team members on various levels of the planning cycle. Show less

Master Of Business Administration - Mba, Marketing And International Business

Bachelor Of Arts - Ba, Marketing/Marketing Management, General