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Deepak Sarin is listed as Customer Success Manager - Morningstar India at Morningstar, a company with 7453 employees, based in Gurugram, Haryana, India. AeroLeads shows a matched LinkedIn profile for Deepak Sarin.
Deepak Sarin previously worked as Customer Success Manager at Morningstar and Customer Success Manager at Inart Consulting. Deepak Sarin holds Master Of Business Administration - Mba, Marketing And International Business from University Of Wales, Cardiff.
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I'm a dynamic professional with experience in client engagement, account management, and pre-sales support. I have a proven track record of building deep relationships with stakeholders and hosting engaging training sessions, webinars, and other client engagement initiatives. My strong analytical and communication skills enable me to provide a superb customer experience and achieve exceptional outcomes.While working with companies like Morningstar and Ameriprise, I got an opportunity to work with people and customers across the globe. It empowers me to navigate the complexities faced while working with people from vivid backgrounds, communicate effectively, build relationships and offer innovative solutions to complex business problems.
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A career timeline built from the work history available for this profile.
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.
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.
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.
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.
Other employees you can reach at morningstar.com. View company contacts for 7453 employees →
Bharath Gampala
Colleague at Morningstar
Navi Mumbai, Maharashtra, India, India
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Sohan Kulkarni
Colleague at Morningstar
Mumbai, Maharashtra, India, India
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GW
George Wallace
Colleague at Morningstar
Richmond Hill, Ontario, Canada, Canada
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Pratham Singh Rawat
Colleague at Morningstar
Mumbai, Maharashtra, India, India
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Priyanka Sontakke
Colleague at Morningstar
Maharashtra, India, India
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AS
Adam Skoczylas
Colleague at Morningstar
Elmhurst, Illinois, United States, United States
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VR
Victoria Reuvers (Sheppard)
Colleague at Morningstar
City Of Cape Town, Western Cape, South Africa, South Africa
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Naidu Hemanth
Colleague at Morningstar
Hyderabad, Telangana, India, India
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BD
Bao Dinh
Colleague at Morningstar
Greater Boston, United States
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LC
Lin Chen
Colleague at Morningstar
China, China
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Quick answers generated from the profile data available on this page.
Deepak Sarin works for Morningstar.
Deepak Sarin is listed as Customer Success Manager - Morningstar India at Morningstar.
Deepak Sarin is based in Gurugram, Haryana, India while working with Morningstar.
Deepak Sarin has worked for Morningstar, Inart Consulting, and Ameriprise Financial Services, Inc..
Deepak Sarin's colleagues at Morningstar include Bharath Gampala, Sohan Kulkarni, George Wallace, Pratham Singh Rawat, and Priyanka Sontakke.
You can use AeroLeads to view verified contact signals for Deepak Sarin at Morningstar, including work email, phone, and LinkedIn data when available.
Deepak Sarin holds Master Of Business Administration - Mba, Marketing And International Business from University Of Wales, Cardiff.
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