Product Consultant

Role: Product Consultant

Shift: Night

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 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
• 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