Meera G
Navi Mumbai
Summary
Dedicated customer support specialist with 5+ years of experience in client facing roles across financial services and SaaS industries. Adept at resolving complex client issues, providing data-driven insights, and improving customer experience. Proficient in CRM tools (Salesforce, JIRA), financial products, and client relationship management. Passionate about ensuring seamless service delivery and continuous process improvement.
Overview
7
7
years of professional experience
Work History
Quantitative Analyst
Morningstar Inc
03.2024 - 04.2025
- Worked on Morningstar's independent data analysis with members of the media to support storytelling that advances investor advocacy and informed decision-making
- Worked very closely with the Corporate Communications team and the media on data-driven research requests
- Assisted in the generation of original investment research with the goal of improving outcomes for our clients
- Data Expertise across a variety of domains and touch point for reporters to rely on about Morningstar data, interpreting its meaning and relevance to topics, and determining appropriate uses
Senior Product Consultant
Morningstar Inc
01.2022 - 02.2024
- Led customer support operations, handling high priority escalations and ensuring prompt resolution
- Managed escalated issues from corporate clients and ensured resolution in line with SLA standards
- Provide and facilitate pertinent corporate, inter-departmental, and departmental communications as necessary
- Initiate process changes to improve Client experience and efficiency
- Documented common issues and solutions, creating comprehensive support resources
- Collaborate with the product development team to report bugs and suggest improvements
- Developed comprehensive training materials for new team members and mentored them to improve response time and resolution quality
Product Consultant
Morningstar Inc
12.2019 - 01.2022
- Provided real-time support for clients troubleshooting issues related to Morningstar Direct
- Managed high volume of customer queries ensuring timely and professional resolution
- Regularly engaged with internal and external stakeholders to enhance service offerings and customer satisfaction
- Answer detailed client inquires about Morningstar's data collection and methodology
Deputy Manager, NRI Services
HDFC Bank Ltd
07.2018 - 11.2019
- Managed a portfolio of High-net-worth NRI clients providing financial advisory and customer support
- Resolved banking and investment queries ensuring smooth transactions and customer satisfaction
- Manage day-to-day operations and processing
- Customer engagement, solving their queries by liaising with various departments
Education
Post Graduate Diploma - Management, Finance & Marketing
St. Joseph's Institute of Management
Bachelor of Arts - Economics, Political Science, History
HHMSPB NSS College For Women
Skills
- Customer support & Issue Resolution
- Client Relationship Management
- Stakeholder Communication & Escalation Handling
- Morningstar Direct
- Financial Products & Market Insights
- Microsoft Office
- CRM Tool-Salesforce, JIRA
- Cross-functional team Team Collaboration
- Interpersonal Skills
- Communication Skills
- Multi-tasking
Timeline
Quantitative Analyst
Morningstar Inc
03.2024 - 04.2025
Senior Product Consultant
Morningstar Inc
01.2022 - 02.2024
Product Consultant
Morningstar Inc
12.2019 - 01.2022
Deputy Manager, NRI Services
HDFC Bank Ltd
07.2018 - 11.2019
Bachelor of Arts - Economics, Political Science, History
HHMSPB NSS College For Women
Post Graduate Diploma - Management, Finance & Marketing
St. Joseph's Institute of Management
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