Product Consultant

Morningstar; Navi Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Morningstar seeks a Product Consultant to join our Global Client Support team. You will work directly with Enterprise clients, resolving time-sensitive issues and expanding our enterprise solutions.

Collaborating with Product Management, Data, and Sales, you will provide expert support and identify opportunities to grow Morningstar's offerings. The role requires 2-3 years of relevant experience, strong English communication, and willingness to work long hours on weekends on a rotating basis.

Qualifications

• 2-3 years of relevant experience in Financial Services/Capital markets is preferred.
• Excellent written and verbal English communication skills.
• Educated to degree level; an advanced degree is a plus.
• Availability to work long hours, weekends and public holidays as part of a global 24x7 support operation.

Responsibilities

• Provide best-in-class service to all incoming client queries related to Morningstar products and services.
• Maintain expert knowledge of Morningstar products; act as a consultant to clients.
• Apply professional, timely, and proactive approach to escalated issues and calls.
• Follow up internally and externally for all outstanding client queries and requests.
• Collaborate with Data, Engineering and Implementation teams to ensure timely delivery of projects.
• Ensure compliance with required service levels for the process.
• Demonstrate and promote strong client advocacy; facilitate inter-departmental communications.

Skills

Communication

Financial markets

Relationship building

Education

Bachelor's degree

Job description

Job Description

Product Consultant, Client Service

Job Description

Product Consultant, Client Service

The Group: The Client Service group is the face of Morningstar post sales. The individuals in this group work towards enabling our clients to 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 Morningstars research, data and analytical products. Being a Front office role, you will be working directly with our Enterprise clients, you will join our client service group with the aim of resolving their critical and time sensitive issues. Working in conjunction with our product management, implementation managers, solutions, and sales teams, you will act as an expert to support the growth of Morningstar’s enterprise solutions with our clients and identify new opportunities for expanding our offerings. This will be a key role in our mission to provide exceptional client experience by helping Institutional clients use our products to meet their goals.

Responsibilities

• Provide best-in-class service to all incoming client queries 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 proactive approach to escalated issues and calls.
• Regularly follow up internally and externally for all outstanding client queries and requests.
• Work closely with our internal Data, Engineering and Implementation teams to ensure timely production, quality assurance, and the delivery of projects for new and existing clients.
• Ensure compliance with the required service levels for the process.
• Demonstrate and promote strong client advocacy
• Provide and facilitate pertinent corporate, inter-departmental communications as necessary The Client Service group is the face of Morningstar post sales. The individuals in this group work towards enabling our clients to 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, data and analytical products. Being a Front office role, you will be working directly with our Enterprise clients, you will join our client service group with the aim of resolving their critical and time sensitive issues. Working in conjunction with our product management, implementation managers, solutions, and sales teams, you will act as an expert to support the growth of Morningstar’s enterprise solutions with our clients and identify new opportunities for expanding our offerings. This will be a key role in our mission to provide exceptional client experience by helping Institutional clients use our products to meet their goals.

Responsibilities

• Provide best-in-class service to all incoming client queries 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 proactive approach to escalated issues and calls.
• Regularly follow up internally and externally for all outstanding client queries and requests.
• Work closely with our internal Data, Engineering and Implementation teams to ensure timely production, quality assurance, and the delivery of projects for new and existing clients.
• Ensure compliance with the required service levels for the process.
• Demonstrate and promote strong client advocacy
• Provide and facilitate pertinent corporate, inter-departmental communications as necessary
• 2-3 years of relevant experience. Experience in Financial Services/Capital markets is preferred
• A proven track record of managing clients with contractual timelines and scope. Effective analytical and decision-making skills.
• Good understanding of financial markets and investment products (especially stocks, mutual funds, commodities, currency, futures, and options) with an inclination to learning
• Tech-savvy and comfortable with complex software systems
• 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/learner, flexible, and proven ability to work in a demanding environment with strong multi-tasking skills. Professional attitude and strong service orientation
• Educated to degree level, an advanced degree is a plus
• Excellent written and verbal communication in English
• The ability to work independently, efficiently, and responsibly. Extreme attention to detail and an ability to document processes.
• The desire to work for a company where individual contributions have a significant impact on the success of the team.A positive attitude is required.
• Experience working effectively with others in a team setting while under the pressure of deadlines.
• Willingness to work long hours at critical times (i.e., quarterly reporting) based on need.
• Availability to work on Saturdays, Sundays & Public holidays (on a rotating basis) is a key requirement for this role as part of a global 24x7 support operation.
• Morningstar is an equal opportunity employer.