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EP #73: Customer engagement and retention lessons from India’s leading investment advisor, Teji Mandi

EP #73: Customer engagement and retention lessons from India’s leading investment advisor, Teji Mandi

EP #73: Customer engagement and retention lessons from India’s leading investment advisor, Teji Mandi
About this Podcast

The COVID-19 pandemic had a massive impact on the economy, which resulted in a decrease in fixed deposit and saving schemes interest rates. Thus, investing in stock markets emerged as the top choice for most investors. A record 142 lakh new individual investors entered the Indian stock market in the financial year 2020-2021. The rise in digital technology, including cheap trading platforms has made life easier for individuals to start investing. 

To understand how the pandemic led to an increase in the number of investors in the stock market, we caught up with Shashank Ramugade, CMO of Teji Mandi.

Teji Mandi is a SEBI Registered Investment Advisor. It makes investment in the stock market easy by providing advisory services via an app. 

Shashank shared interesting insights on:

  • Major shifts in consumer behaviour since the onset of the pandemic
  • Best practices to engage with customers to keep them retained
  • Challenges faced in retaining customers 
  • The major role played by investment advisors in customer retention
  • Three parameters that every investor should follow

Tune in to understand how investment advisors are making investment easy for individuals looking to start investing. 

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