Product Consultant

Morningstar
Department Icon Product Management
113+ Applicants
Posted: 1 month ago
3-4 years
Mumbai
work from office
Posted: 1 month ago
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Applicants: 113+
Job Description
About Company
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Job Description

Role: Product Consultant
Shift: Night
Location: Navi Mumabai
The Group: The Client Service group is the face of Morningstar post sales. The individuals in this group work towards enabling our clients efficiently use our products that provide high-quality data, independent research, and technological expertise through well-designed products. The group collaborates with Product Development, Product Management and Sales teams to build up an excellent client service model ensuring clients best-in-class experience using our products to achieve their goals.
The Group: The Client Service group is the face of Morningstar post sales. The individuals in this group work towards enabling our clients efficiently use our products that provide high-quality data, independent research, and technological expertise through well-designed products. The group collaborates with Product Development, Product Management and Sales teams to build up an excellent client service model ensuring clients best-in-class experience using our products to achieve their goals.
The Role : Morningstar seeks a Product Consultant to join our Global Client Support team for supporting Morningstar s research and analytical products. This will be a key role in our mission to provide exceptional client experience by helping advisor/retail/institutional clients use our products to meet their goals. This position is based in our Mumbai office.
Responsibilities
  • Provide best-in-class service to all incoming client queries (Calls+Emails)
    Free Workshop
    related to Morningstar products and services.
  • Maintain an expert knowledge of Morningstar products and services, features, benefits, serve as a resource to team members and act as a consultant to the client.
  • Apply a professional, timely, and proactively approach to escalated issues and calls.
  • Regularly follow up internally and externally for all outstanding client queries and requests.
  • Meet required service levels for the process
  • Demonstrate and promote strong client advocacy
  • Provide and facilitate pertinent corporate, inter-departmental, and departmental communications as necessary
Requirements:
  • 3-4 years of proven experience in client support/service
  • A proven track record of managing clients with contractual timelines and scope

    Looking to get Placed? Try our Placement Guarantee Plan

  • Good understanding of financial markets and investment products (especially stocks, mutual funds, commodities, currency) with inclination to learning
  • Understanding of networking, internet, communication concepts and complex software systems
  • Excellent skills in Microsoft Excel
  • Proven ability to develop effective working relationships with both local and international stakeholders including the capabilities to negotiate, develop rapport and establish trust
  • Fast learner, self-starter, flexible and proven ability to work in a demanding environment with strong multi-tasking skills
  • Educated to degree level, an advanced degree is a plus
  • Excellent written and verbal communication in English
Morningstars hybrid work environment gives you the opportunity to collaborate in-person each week as weve found that were at our best when were purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, youll have tools and resources to engage meaningfully with your global colleagues.

Skills

Product ManagementInvestment ProductsExcelFinancial MarketsNetworkingClient ServicingAnalyticalClient SupportProduct DevelopmentProduct Management

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About Company

Morningstar, Inc., is a leading global financial services firm founded in 1984, with a mission to empower investor success. Specializing in investment research, Morningstar provides an extensive array of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. The company is renowned for its comprehensive data on a wide range of investment offerings, including managed investment products, publicly listed companies, real estate, and markets. Morningstar's offerings extend beyond data; they include investment management services through its registered investment advisor subsidiaries and investment consulting. With a strong emphasis on independence and in-depth research, Morningstar aims to provide insights and tools that help investors make more informed financial decisions, living up to its reputation as a trusted name in the financial world.

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Important dates & deadlines?

Application Deadline

24 Apr 26, 06:05 PM IST

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