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Product Consultant

3.00 to 4.00 Years Mumbai (Maharashtra), Navi Mumbai (Maharashtra) 21 Mar, 2025

Job Location	Mumbai (Maharashtra), Navi Mumbai (Maharashtra)
Education	Any Graduate
Salary	As per Industry Standards
Industry	Banking, Financial Services/Stockbroking
Functional Area	Banks/Insurance/Financial Services
EmploymentType	Full-time

Job Description

Product Consultant, Client ServiceThe 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 Morningstars 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 proactive 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.

Additional Information:Morningstar is an equal opportunity employer.Availability to work on Saturdays, Sundays & Public holidays (on rotational basis) is a key requirement for this role as part of a global 24x7 support operation.Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. Weve found that were at our best when were purposely together on a regular basis, at least three days 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.Location:Navi Mumbai, IndiaLegal Entity:I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi)

Keyskills :
client support expert financial market knowledgemicrosoft excel proficiency relationship management skillsproblem solving ability investment products advisor mutual funds financial markets

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