Saniya Kaw
Implementation Consultant @Morningstar
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WORK HISTORY
Implementation Consultant @Morningstar
Managing end-to-end implementation of Morningstar’s software and tools for clients.2. Conducting discovery sessions to understand client requirements and tailor solutions accordingly.3. Providing training and guidance to clients to ensure a smooth transition and effective usage of the platform.4. Troubleshooting and resolving any technical or functional challenges during implementation.5. Collaborating with internal teams, including customer success, product, and technical support, to enhance client experience.
EDUCATION
Delhi University
Bachelor's degree, Animal Sciences
ICFAI Business School
PGPM, Marketing
Vishwa Bharti Public School
Schooling, Full Time Course
ABOUT SANIYA KAW
An Implementation Consultant at Morningstar plays a crucial role in onboarding clients and ensuring they successfully adopt Morningstar’s solutions. The role involves working closely with financial advisors, wealth management firms, and other stakeholders to configure, integrate, and optimize Morningstar’s platforms according to their business needs.Key Responsibilities:1. Managing end-to-end implementation of Morningstar’s software and tools for clients.2. Conducting discovery sessions to understand client requirements and tailor solutions accordingly.3. Providing training and guidance to clients to ensure a smooth transition and effective usage of the platform.4. Troubleshooting and resolving any technical or functional challenges during implementation.5. Collaborating with internal teams, including customer success, product, and technical support, to enhance client experience.
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