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Morningstar
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Product Consultant

Product Consultant

Morningstar

1 - 3 years

1 - 3 Lacs

Mumbai Maharashtra India

Posted:9 hours ago| Platform: Foundit logo

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Skills Required

Data Analysis Client Support esg communication crm

Work Mode

On-site

Job Type

Full Time

Job Description

The Role

You will:
Gain exposure to an international team, working closely with both Client Success Managers and Sales across regions
Come together with your team, the primary and reliable point of contact for technical support.
Escalate to the account owner where appropriate; and
Support the team to maintain and improve client retention and client satisfaction.

This position will allow you to obtain a broad understanding of how responsible investment strategies can be implemented by investors, be part of a fast-growing and successful organization, work in an entrepreneurial environment, expand your business network in a short period of time, and could quickly assume new responsibilities. We are looking for a dynamic team player who is process-focused and has strong customer service skills.

Responsibilities
Support the management of client relations in APAC, EMEA and North America involving a portfolio of asset owners, asset managers, banks, insurance companies, and other financial institutions.
Ensure that clients have access to their subscribed research through our online platform and/or receive recurring or one-off standard services, reports, or deliverables.
Respond quickly to client queries to resolve problems and ensure an effortless customer experience.
Administrate client information in our internal relationship management system; and
Support clients in accessing and understanding Sustainalytics suite of research products and ESG data for the purpose of incorporation into their investment processes and escalating appropriately.
Requirements:
1-3 years of relevant work experience, especially related to customer service
Undergraduate degree in a related discipline (business, finance, environment, and/or social sciences). With some experience in the ESG domain is a must.
Strong customer service skills and process focused.
Ability to understand and process client inquiries efficiently.
Excellent interpersonal, communication, and writing skills.
Meticulousness and attentiveness to detail.
The desire to work for a company where individual contributions have significant impact on the success of the Team as a whole. 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.
The ability to work independently, efficiently, and responsibly. Extreme attention to detail and an ability to document processes.

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Product Consultant