What are the responsibilities and job description for the Relationship Director position at Crisil?
Department
IM - Dedicated
Job posted on
Feb 10, 2022
Employment type
Permanent
Experience range
10 years - 15 years
Title: Relationship Director
Location: Stamford, CT
COALITION GREENWICH
We are a leading analytics provider to major global Corporate and Investment Banks across their Global Markets, Investment Banking, Transaction Banking and Securities Services divisions. Founded in 2002, Coalition Greenwich deploys unique proprietary analytics and algorithms to provide objective, deep and highly-quantitative insights. Coalition Greenwich’s analytics provide a clear, actionable picture of the markets and are used by boards, strategy teams and top management at leading financial services institutions.
We deliver analytics and research on market peers, revenue opportunities, client wallets and the overall market size that enable and inform the strategy of high-margin, fast-moving, opaque businesses. With offices in London, New York, Singapore and Mumbai, our clients include the leading global Corporate and Investment Banks and service providers to the financial industry.
Our approach to analytics and business intelligence is clear. We heavily leverage both our staff’s deep knowledge of the financial services industry and our technology. We take unstructured information, we structure it and turn it into intelligence.
Our service lines include:
Competitor Analytics – Allows clients to understand their competitive positioning. Our Research and Analytics team researches and analyses performance, validates the results and customizes them to each client’s taxonomy. Benchmarked metrics include revenues, headcount, productivity, costs and profitability
Risk Analytics – Because capital usage dictates performance across the banking sector, Coalition Greenwich recently launched RWA and Exposure Analytics to benchmark capital efficiency by business. Combined with our Revenues and Profitability metrics, Coalition Greenwich is also able to benchmark Return on Equity and Return on Assets
Client Analytics – Allows clients to assess their client franchise across leading 7,000 Financial Institutions and Corporate Clients. Coalition Greenwich’s unique hybrid approach combines comprehensive wallet models with direct client revenues submitted by banks
Country Analytics – Allows clients to size their market opportunities at the country level
Our employees are either based in our Central team working on projects and aligned to specific clients, or are part of a specific account team who are embedded in their allocated client. In either scenario, our employees are working directly with business heads, strategy teams, business management and other key stakeholders. In the relationship role you will provide a unique offering of intelligence driven solutions, underpinned by bespoke technology and analysis that map marketplaces, including companies, professionals, products, and the relationships between them which allow financial institutions to make key strategic decisions ahead of their competitors.
A career at Coalition offers you unique breadth of exposure to the financial services market, significant responsibility, variety and a limitless learning curve.
The Coalition Greenwich working environment offers you:
An environment that is committed to the highest standards of excellence and quality of work Opportunities for unique personal career growth and professional development without the bureaucracy and constraints that may exist in a large organisation
- A chance to work alongside like-minded, intelligent, highly motivated individuals as part of our global talent pool
- An entrepreneurial and creative work place where new ideas are welcome and encouraged
- Investment in training and development through extensive on the job learning and experience, exposure to experienced, senior managers combined with formal training
- A supportive yet challenging environment which will allow you, within reason, to push yourself beyond your personal boundaries
- A fun environment where we work as a team to leverage our collective strengths
- A culture that recognises the importance of work life balance and personal perspectives
What will be expected of you is hard work, commitment, intelligence, impact, a sense of humour, innovation, integrity, ambition, drive and active participation in the life of the Company.
At Coalition Greenwich, we invest significantly in the selection process of our people and we go to painstaking lengths to ensure we attract and retain the right people.
Job Description:
The ideal candidate is passionate about developing client relationships and uncovering insights as to how asset managers can improve their efforts related to distribution, marketing, product, and strategy.
The Relationship Director will actively manage a set of clients, primarily located in North America. On behalf of these accounts, the Relationship Director is responsible for analyzing the asset management market and guiding clients in understanding how investors and intermediaries view them. The individual will sell and manage client engagements with asset management providers evaluating competitive opportunities and key strategic, organizational, operational and technology challenges for each client, based on its specific competencies and long-term objectives.
Working hand-in-hand with other members on the team, you will your split your time between sales and delivering our products and services to the top North American and global asset managers. The expectation of this role is that you are highly skilled in both building relationships with existing clients and in uncovering new opportunities through effective sales strategies.
In this position, the expectation of a Relationship Director will be to master the firm’s proprietary research methodology and consult with clients. In addition, we are seeking individuals who demonstrate great passion and commitment, model impeccable ethical behavior and integrity, and possess excellent interpersonal skills.
Coalition Greenwich is committed to developing Relationship Managers with the goal that successful individuals will progress over time and advance within the organization. In addition to the introductory training period, there is ongoing exposure to clients throughout the sales, production and delivery cycle reinforced by training modules conducted by internal and external experts in their field.
Principal Responsibilities:
- Develop Coalition Greenwich’s research and consulting practice by understanding the evolving needs of our client base.
- Further increase revenues with leading investment managers through cross selling of products.
- Win new business through a carefully organized business development process, including generating proposals and pitching to prospects.
- Partner with the team to drive forward the Investment Management thought leadership initiatives.
- Participate in conferences and Coalition Greenwich PR activities to further penetrate our recognition with leading asset managers.
- Support the Investment Management sector in the design and development of its core data products to ensure continuous evolution and alignment with client needs.
Qualifications/Experience:
Our ideal candidate is seeking to make a long-term career choice to join a prestigious industry leader where they can achieve their personal and professional career objectives. Demonstrated competence is required in conducting quantitative analysis, identifying issues and forming hypotheses, formulating recommendations/solutions, and preparing business proposals and client presentations. Candidates must also have strong consultative skills grounded in high integrity and professional standards. Furthermore, the ideal candidate should possess the following essential (and desired) requirements:
BA/BS degree, MBA, and/or CFA designation (or significant progress toward completion of the designation) preferred with exceptional academic achievement.- 10 to 15 years of experience consulting to the investment management industry and/or working for a leading asset management organization.
- Demonstrated experience in building and maintaining long-term client relationships.
- Proven ability to conceive new business ideas and implement them successfully in a financially profitable way.
- Ability to work independently and as part of a relationship team.
- Flexibility to travel up to 50% and able to work with clients in other locations and countries.
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