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Morningstar

Product Consultant

0-5 Years
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  • Posted 19 days ago
  • Over 300 applicants
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Job Description

  • Good communication skills: Written and verbal to understand the current application and working with product managers, software development teams, direct interaction with Australian end-users.
  • Good listening skills: As to understand the exact client query and decide on the flow of work.
  • Comprehensive problem-solving skills, ability to rephrase the ongoing query and drill down to stepwise solutions within the timeline.
  • Attention to detail and analytical bent of mind.
  • Confidence, patience, soft skills & empathy.
  • Excellent interpersonal skills.
  • Strong documentation skills.
  • Ability to learn and contribute one step ahead.
  • Proactiveness to meet department representatives to discuss cross-department initiatives and facilitate the discussion of potential solutions for areas of inefficiency, bottlenecks, or waste.
  • Hunger to find opportunities to automate existing business processes.

Technical abilities expected:

  • Sound knowledge of financial markets and capital markets, preferably international finance.
  • An MS Office specialist with good competencies in MS Word, Excel, PPT s.
  • Prior usage of any ticketing applications, such as Jira, Zendesk or Bugzilla.
  • Prior usage of automated Lead management & Customer Service Management tools, such as Zendesk, Freshdesk, intercom, Live Agent, Happy fox, SharePoint.

Abilities expected for internal communication -

  • Think analytically, create, and improvise different scenarios before internal escalation.
  • Understanding of functional testing before escalation/delivery.
  • Basic understanding of how a software development lifecycle, scrum and agile team works.

Basic Qualifications

  • A full-time master s degree in finance (MBA or PGDM).
  • Minimum 2 years of professional experience in BFSI.
  • Computer fundamentals and an MS office specialist.
  • A bachelor s degree in engineering, Math s or computer applications will be added advantage (Not a mandate).

Responsibilities

  • Improve customer service experience, create engaged customers, and facilitate organic growth.
  • Take ownership of customer issues and follow problems through to resolution.
  • Keep accurate records and document customer service actions and discussions
  • Analyze statistics and compile accurate reports.
  • Responsible to resolve Customer queries on a regular basis.
  • Regularly review Customer tickets and ensure its resolution and if required pass it on to the development team.
  • Coordinate with Product Managers as per the client s requirement and ensure frequent and timely updates to clients.
  • Ensure regular review of helpdesk & support articles written by the team and write articles as and when required.
  • Ability to engage the clients through B2B communication over emails, chats, and calls.
  • Responsible for helping new joiners and if required conduct training for different product modules and support SOP.
  • Support other team members on a regular basis in helpdesk chat.

About Company

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $328 billion in AUMA as of Sept. 30, 2024. The Company operates through wholly-owned subsidiaries in 32 countries.

Job ID: 108521699

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