Meera G
Navi Mumbai,MH
Summary
Experienced in building strong client relationships, I excel at identifying needs and providing effective solutions to drive business growth and enhance customer satisfaction. Proven track record of understanding complex products and translating them into valuable solutions for clients. Adept problem-solving skills to diplomatically address any issues. Committed to driving success and growth for both clients and organizations. Self-starter who thrives in fast-paced environments, even amidst constant interruptions.
Overview
7
7
years of professional experience
Work History
Quantitative Analyst
Morningstar Inc
03.2024 - Current
- Works on Morningstar's independent data and analysis with members of the media to support storytelling that advances investor advocacy and informed decision-making
- Works 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
- Up to date on breaking news and makes connections to those events with Morningstar's data and Morningstar Direct functionality
- Data Expertise Across a Variety of Domains as the source for reporters rely on for asking questions about Morningstar data, interpreting its meaning and relevance to topics, and determining appropriate uses. This included managed products, fixed income, equities, and portfolios
Senior Product Consultant
Morningstar Inc
01.2022 - 02.2024
- 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, served 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
- Provide and facilitate pertinent corporate, inter-departmental, and departmental communications as necessary
- Initiate process changes to improve Client experience and efficiency
- Create and update support documentation, FAQ
- Collaborate with the product development team to report bugs and suggest improvements
- Developed comprehensive training materials for new team members, ensuring consistent quality across all projects.
Product Consultant
Morningstar Inc
12.2019 - 01.2022
- Provide best-in-class service to all incoming client queries related to Morningstar products and services
- Apply a professional, timely, and proactive approach to escalated issues and calls
- Regularly follow up internally and externally for all outstanding client queries and requests
- Answer detailed client inquires about Morningstar Direct and methodology
- The queries maybe related to Performance attribution, Portfolio Creation
Deputy Manager, NRI Services
HDFC Bank Ltd
07.2018 - 11.2019
- Provided Banking & Wealth Management Assistance
- Cultivated and managed a portfolio of High-net-worth NRI clients
- 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
01.2018
Bachelor of Arts - Economics, Political Science, History
HHMSPB NSS College For Women
01.2016
Skills
- Microsoft Office
- Salesforce
- JIRA
- Customer Service
- Interpersonal Skills
- Communication Skills
- Client Trust
- Multi-tasking
- CRM software proficiency
- Relationship management
Timeline
Quantitative Analyst
Morningstar Inc
03.2024 - Current
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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