Product Consultant

About the Role

The Product Consultant will be a crucial member of Morningstar's Global Client Support team located in Mumbai, focusing on supporting research, data, and analytical offerings for institutional clients. This front-facing position involves direct interaction with enterprise clients to resolve urgent and critical issues related to Morningstar’s products. The consultant collaborates with various internal teams, including Product Management, Implementation, Solutions, and Sales, to enhance client experience and identify growth opportunities for enterprise solutions.

Key Responsibilities

• Deliver exceptional client service by addressing all incoming queries about Morningstar’s products and services promptly and accurately.
• Possess in-depth knowledge of Morningstar’s product suite to act as a trusted advisor both internally and for clients.
• Handle escalations with professionalism and a proactive mindset to resolve issues effectively.
• Follow up persistently on pending client requests and inter-departmental actions to ensure timely resolutions.
• Work closely with Data, Engineering, and Implementation teams to guarantee high-quality and timely delivery of projects for new and existing clients.
• Adhere strictly to service level agreements and compliance requirements.
• Promote strong client advocacy and facilitate relevant communication across corporate and departmental channels.

Required Skills and Qualifications

• 2 to 3 years of relevant experience, preferably within Financial Services or Capital Markets.
• Proven success in managing client relationships, meeting contractual deadlines, and handling defined project scopes.
• Strong understanding of financial markets and investment instruments, including equities, mutual funds, commodities, and currencies, coupled with a learning-oriented mindset.
• Familiar with network concepts, web service troubleshooting, and complex software environments.
• Advanced proficiency in Microsoft Excel.
• Self-motivated and adaptable with excellent multitasking capabilities and a professional, service-driven approach.
• Possession of a bachelor's degree or higher; advanced degrees are advantageous.
• Exceptional written and oral communication skills in English.
• Ability to work independently and with meticulous attention to detail while documenting processes effectively.
• Team-oriented with experience working under pressure and meeting deadlines.
• Willingness to work extended hours during critical periods such as quarterly reporting.
• Availability to be part of a rotating schedule covering Saturdays, Sundays, and public holidays to support 24x7 global operations.

Technical Skills

• Experience with API testing using Postman.
• Proficiency in reading and interpreting JSON and XML data formats.
• Familiarity with Splunk for data monitoring and troubleshooting.
• Knowledge of FTP delivery mechanisms and IP whitelisting protocols.
• Understanding of web page inspection tools to identify data source mappings.
• Hands-on experience with Fund Universe structures including Open Ended, Closed Ended, ETFs, SICAVs, and Life & Pension plans.

Preferred Additional Skills

• Basic coding understanding related to complex information systems.
• Experience using Customer Relationship Management (CRM) software.

Work Environment and Other Details

Morningstar promotes equal employment opportunities and values positive individual contributions that significantly impact team success. Employees must demonstrate flexibility to work during unusual hours and participate in a rotating global support schedule which includes weekends and public holidays.