Product Consultant
2d ago

The 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 Morningstar’s research and analytical products.

This will be a key role in our mission to provide exceptional client experience by helping advisor / retail clients use our products to meet their goals.

This position is based in our Mumbai office.


  • 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
  • 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
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