Product Consultant

3.0 - 4.0 years

8.0 - 9.0 Lacs P.A.

Mumbai

Posted:3 days ago| Platform: Naukri logo

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Skills Required

Product managementInvestment productsExcelFinancial marketsNetworkingAnalyticalMutual fundsClient supportResearchClient management

Work Mode

Work from Office

Job Type

Full Time

Job Description

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 Knowledge 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

Financial Services
Chicago IL +25

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