Jaganath Raut
Customer Retention Manager @ Enrich Money
About
As a Retention Manager at Enrich Money and an NISM Series VIII and VA certified professional, I specialize in building long-term client relationships, enhancing investor confidence, and guiding individuals toward sustainable wealth creation. With a strong foundation in the financial markets, I focus on: 🔹 Client retention & portfolio management 🔹 Investment advisory with compliance-driven practices 🔹 Delivering personalized financial solutions 🔹 Driving growth through trust and transparency Passionate about empowering clients in their investment journey, I believe in combining knowledge, discipline, and innovation to achieve financial goals. 📈 Always eager to learn, adapt, and contribute to the evolving landscape of India’s financial market.
India
Bengaluru
Financial Services
Mutual Funds, Trading Strategies, Communication, Customer Relationship Management (CRM), Client Relationship Strengthening, Relationship Building, Product Selection, Futures Trading, Hindi, Romance Languages, Commitment towards work, CRM Program Management, Futures and Options (F&O), Marketing Qualified Lead (MQL), Regulatory Labeling, Book Writing, Data Entry, Blogging, Equity Derivatives, Retention Management
Experience
Customer Retention Manager
Enrich Money
Bengaluru, Karnataka, India
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Enrich Money
Bengaluru, Karnataka, India
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🔍 Responsibilities: Identify and pursue new business opportunities, strategically expanding our client base. Develop and nurture strong relationships with potential clients, key stakeholders, and industry partners. Conduct market research to identify trends, competitor analysis, and areas for potential growth. Collaborate with internal teams to develop compelling proposals and pitches. Drive the end-to-end sales process, from lead generation to contract negotiation and closing deals. Continuously track and report on sales metrics and targets to management.
Inside Sales Specialist
ReshaMandi
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Credit Risk Management
Home Credit India
India
Education
Jaganath Raut's Contact Information
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