A niche Investment Consultancy and Financial services firm, which focuses on external consultancy and financial services for asset management firms. The client had expanded a few years back, but the mid level management layer was struggling to cope up with client’s style, given large and multiple client base.
Finmeraki Solution:
Finmeraki conducted a series of full day workshops with large number of role plays to facilitate a quick understanding of client type
The workshops were designed after multiple rounds of meetings with HR, Leadership and few employees from the middle management cadre
The design of the program factored in the following dimensions to ensure accurate results
Relevant illustrations based on their actual client types in the BFSI space
Analyst’s challenges in coping up with the client’s expectations, and
Mapping of the various client types and recommending a matrix approach of key traits to manage each client type
“ The trainer was commendable in understanding our pain points and recommending a logical approach ”
Outcome and Feedback
The highlight of the workshop was mapping the employee service delivery lines with their client base to ensure accurate recommendations
The participants appreciated the roleplays and their relevance to their role, as they had faced a similar situation earlier
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