Morningstar

About the role:

The Morningstar AdviserLogic team is looking for an execution-focused Product Specialist. The ideal candidate will have familiarity with the financial wealth and advice industry. The role requires working closely with end-clients, customer support team and product squads. In this role, you will take ownership of the platform and act as an application expert that involves understanding the current application and working with product managers and software development teams. You will provide expertise to customer support team (L1), provide workarounds and Interim solutions for reported bugs and help in defect analysis and its root cause.

Job responsibilities:

• Understand, uncover areas for improvement within the product and share the analysis with the product squad.
• Understand the issues raised by the customers and provide the expertise, workarounds, and Interim solutions till it is triaged and fixed by the product squad.
• Keep a track of all the tickets that are escalated to product squad and help in prioritising these items.
• Perform defect analysis and come up with root cause analysis.
• Analyse enhancement requests and help in prioritising these feedbacks.
• Help in bringing down the count of invalid requests raised with the product team.
• Provide functional expertise and training sessions to the customer support (L1) team.
• Understand the business needs and intent of the customers raising the similar queries and share the fortnightly insights to the product team.
• Effectively communicate insights and plans to cross-functional team managers and management.
• Work closely with clients, product squad, and managerial staff.
• Prioritizing initiatives based on business needs and requirements.
• Serving as a liaison between stakeholders and customer support team.
• Serving as the subject matter expert to help resolve queries. 
• Regularly conduct research & development for competitions, what’s new and product feasibility and forecast.
• Prioritize multiple tasks effectively and ensure issues are identified, tracked, reported on, and resolved.
• Give proactive feedback regarding day-to-day operations and strive to improve performance.
• Analyse statistics and compile accurate reports.

Qualifications:

• MBA in Finance, CA, or minimum graduation in any stream. Financial domain knowledge
• Excellent writing, communication, problem-solving, organizational, and analytical skills.
• Working experience in Agile methodology. Understanding of how a software development lifecycle, scrum and agile team works.
• Awareness of end to end business analysis and Project/Product management processes.
• Excellent documentation skills.
• A bachelor’s degree in engineering, Math’s or computer applications will be added advantage.
• Prior usage of any ticketing applications, such as Jira, Zendesk, Salesforce or Bugzilla.

Nice to have:

• Proactiveness to meet representatives to discuss cross-squad initiatives and facilitate the discussion of potential solutions for areas of inefficiency, bottlenecks, or waste.
• Comprehensive problem-solving skills, ability to rephrase the ongoing query and drill down to stepwise solutions within the timeline.
• A team player’s attitude with a high threshold for quality.
• Meticulous and attentive to detail

Morningstar is an equal opportunity employer.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.