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Morningstar
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Associate, Customer Support Enablement & Learning Program, APAC & EMEA

Associate, Customer Support Enablement & Learning Program, APAC & EMEA

Morningstar

5 - 9 years

0 Lacs

navi mumbai maharashtra

Posted:1 day ago| Platform: Shine logo

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Skills Required

customer support training sales enablement financial markets investment products data stocks mutual funds commodities currency project management powerpoint customer success learning development coachingemployee development adult learning best practices

Work Mode

On-site

Job Type

Full Time

Job Description

The Sales Enablement & Learning team at Morningstar's Business Development and Sales group is dedicated to supporting clients in building their businesses and achieving better outcomes for investors. The team focuses on serving various client segments, including advisors, wealth managers, asset managers, institutional investors, and fintechs. As a Program Manager reporting to the Head of Sales Enablement & Learning, you will collaborate with stakeholders across the organization to design, develop, and implement impactful enablement and learning solutions. This role specifically supports the teams involved in customer support for the Direct Platform Product Suite, Data, Retail, and Sustainalytics. Morningstar, a global financial services firm operating in 30 countries with over 40 years of experience, is committed to providing best-in-class solutions that help investors and financial advisors achieve their financial goals. The company empowers investor success by offering data, independent research, software, and services tailored to the needs of the investment community. As an Associate for Customer Support Enablement and Learning based in Mumbai, you will be responsible for delivering enablement programs for Morningstar's global Customer Support team in the Asia Pacific (including India) and EMEA regions. The Customer Support team plays a crucial role in providing immediate assistance to client inquiries via phone, email, and chat, contributing significantly to the sales process and client experience. Your focus will be on enhancing the skill set of over 100 support colleagues in the region. In this role, you will partner with global stakeholders to develop and deliver training programs that focus on Industry Domain Knowledge, Product, Client Facing Skills, and Sales/Service Operations. Your responsibilities will include supporting onboarding programs, collaborating with Enablement and Subject Matter Experts (SMEs) to create training curriculum, facilitating training sessions, and evaluating the impact of enablement content. The ideal candidate will have a Bachelor's degree, at least 5 years of experience in customer support, training, sales enablement, or related fields, and proficiency in delivering training to global teams. Strong project management skills, excellent communication abilities, and a client-centric mindset are essential for success in this role. Additionally, a good understanding of financial markets and investment products, along with a passion for adult learning best practices, will be beneficial. Morningstar provides an equal opportunity work environment with a hybrid setup that allows remote work and in-person collaboration. The company offers various benefits to support flexibility and engagement with global colleagues. Join us at Morningstar and be part of a team dedicated to empowering investor success through continuous learning and development.,

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Morningstar

Financial Services

Chicago IL

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Associate, Customer Support Enablement & Learning Program, APAC & EMEA