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Home
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Morningstar
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Product Consultant

Product Consultant

Morningstar

2 - 3 years

2 - 3 Lacs

Mumbai Maharashtra India

Posted:8 hours ago| Platform: Foundit logo

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Skills Required

Troubleshooting Client Management crm Financial Markets

Work Mode

On-site

Job Type

Full Time

Job Description

The Team:

The Role

Position is based in 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.
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

Requirements:

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) with inclination to learning
Understanding of networks, web service errors, and complex software systems
Excellent skills in Microsoft Excel
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
Availability to work on Saturdays, Sundays & Public holidays (on a rotational basis) is a key requirement for this role as part of a global 24x7 support operation.

Nice to Have s

Experience with complex information systems
Familiarity with customer relationship management (CRM) software

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