Direct Sales Specialist

The Group: Morningstar’s Business Development group is responsible for helping our institutional clients strengthen their businesses with the goal of providing better outcomes for investors. The group primarily serves the following client segments: Advisor, Asset Management, Retirement, Alliances & Redistributor, and Commodities & Energy.

The Role:, Morningstar Direct focused on growing revenue and building relationships within our Tier 1 and Tier 2 accounts.  Aligned with the Business Development reps for those accounts, you will work opportunistically to deepen our footprint of Morningstar Direct. This role covers opportunities across India. This position is based in our Morningstar India office.

Responsibilities:

• Exceed growth targets.
• Work with Business Development to bring Morningstar Direct opportunities from trial to close.
• Identify new business groups and opportunities within the accounts, and work to replicate success across the team.
• Employ winning strategies to maintain and grow adoption of Morningstar Direct and leverage the installed user base to deploy additional solutions.
• Master product demonstrations and knowledge of product capabilities and benefits.
• Develop growth plans for accounts and territory.
• Document daily activities in SFDC.

Requirements:

• Candidates should have 5+ years of business development, client service consultant (CSC) and/or account management experience in the finance and investment industry.
• Proven track record of exceeding prior targets.
• Hands-on, organized individuals who can build long-term client relationships.
• Strong leadership, long-range planning, and time-management skills are essential.
• Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
• Ability to understand complex investment requirements.
• A bachelor`s degree required, MBA or CFA a plus.
• English Language speaker

Morningstar is an equal opportunity employer.

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.