Improve Retention. Strengthen and enable the core
Retention rate at 92.5% month on month. Canx cap per month for Banking $20K
Deliver on Quarterly Net Desktop Sales target - Achieve Net Desktop Sales Target of $240K for 2016 i.e. $60K per Qtr
Improve customer experience by showcasing new product functionalities and increase app / calculators usage.
Understanding deep financial markets workflow and pain points of our clients and helping them in their job by showcasing how our data and software will help them (suggestive selling)
Actively engaging on canx threats through onsite visiting. / DS / T1
Bring in client intelligence into the sales reviews and cancellation analysis discussions. Work in close collaboration with AM, TAM teams
Ensure close to 70% of the booked cancellations are pre-empted by you via salesforce
Upskill in Datascope suite of products, complete EIKON certification and relevant market GCP
Contribute towards special projects like AIM and FXT migrations ahead of time
Accelerate in high growth areas:
Enterprise wide propositions to customers. Feeds, Solutions, Risk, GST propositions to be spoken of
Operational Efficiency - work smartly and with sense of urgency
Maintain accurate and updated Baseline Data Set - User/Contact Database (Minimum of 97% correctness). Quarterly check point
Ensure salesforce discipline by categorising customers accurately and in a timely fashion, on the basis of EIKON user status
Assume responsibility of self assigning non-tagged users - Biweekly rhythm to be followed
Complete floor plans for each of your accounts. Tag competition
Achieve minimum of 90% completion of DEU events per month
Mitigate instances of 2 and 3 step down in usage using BI apps
Use Business intelligence tools for Eikon Usage to maintaining lapsed/never_used at 10 %. High and Medium usage together to be maintained at 80% or more
Increase mobile usage. Raise shortfall to product team
Track and improve FXT usage
Actively contribute towards bridging content and product gaps. Raise client requirements via CE / JIRA and follow through to completion. Escalate where required. Assist Market Development in building business case
Deliver advanced classroom/e-training / University sessions engage with internal analysts as well as external market participants to deliver advanced financial markets webinars
Maintain DLT within 120 days average
Engagement of 90/month with min of 50 % unique contacts. 100% users touched in 6 months
Minimum 2 EIKON day or client site events per month
1 functionality per week to be sent to customer via mail chimp
For Managers in addition to the above
Develop 3 specific campaigns or initiatives each- to create a replicable model of retention.
Identify Market trends and work with Market Dev to create and execute a business plan.
Build networks- Record activity around industry, key clients.
Thought leadership- Sit on one industry panel every six months to promote TRs capabilities
Collaboration- demonstrate how you are driving local, regional and global collaboration
Ensure Talent Card is completed in Workday
Top Talent on-boarded and teams up-skilled
Work with Talent Management to improve and deliver capability training, and up-skill team to cross sell into broader market areas.
Engage in regular (monthly?)structured (and ad hoc) coaching session to maximise team engagement and feedback.
Participate in client visits with all team members to assess performance, plus broadening client reach.
Ensure that trust and integrity of teams are being nurtured and that behavioral patterns are consistent with TR values.
Motivate and guide to best in breed behaviors and results.
Training- Communicate and deliver training to new hires
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