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  1. Surveys
  2. 2013
  3. May
  4. C
  5. Client Engagement 360_Sample
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Exit Survey
 
 
Thank you for taking the time to participate in Client Engagement feedback. Your review will be anonymous to the person you are reviewing and visible only to the survey team and senior management. The purpose of this review is to offer feedback to the CPMs/Product Directors with whom you work for the purposes of improving Invesco's approach to client engagement and helping CPMs understand their strengths and areas where they have an opportunity to improve. These surveys are not part of the formal HR process, but may be used by CPM managers to guide review discussions, create development/training plans, and offer constructive feedback to their teams. Please take your time, and particularly seek to offer helpful feedback and guidance in the comments boxes. Those whom you are reviewing will see those comments (aggregated from all reviewers and without your name attached). Senior leadership can see your individual ratings/comments so that they have an opportunity to follow-up and ask questions if necessary.
 
 
Please provide feedback on the CPMs approach to Client Management
Rarely Meets Expectations Meets expectations some of the time Meets expectations most of the time Exceeds expectations N/A
* High level of investment credibility – effective proxy for a PM with deep knowledge of portfolio and its holdings
* Has developed broad, deep relationships across the client base and has a positive external reputation
* Employs a consultative approach with clients - able to place the product within a client's broader investment strategy
 
 
 
* Rationale for the above ratings:
   
 
 
Please provide feedback on the CPMs approach to Partnering with Sales
Rarely meets expectations Meets expectations some of the time Meets expectations most of the time Exceeds expectations N/A
Works with Sales to conduct post-mortems and two-way feedback
Leverages client and consultant relationships for the broader good of IVZ as a firm (e.g., introduces salespeople/CPMs to facilitate cross-selling)
Facilitates the interaction between Investments and Sales and is unbiased in decision making
 
 
 
* Rationale for the above ratings:
   
 
 
Please provide feedback on the CPMs approach to Partnering with Investments
Rarely meets expectations Meets expectations some of the time Meets expectations most of the time Exceeds expectations N/A
Proactively takes the lead on preparation for client presentation and assignment of roles
Understands the market environment, their key competitors and how IVZ is differentiated (e.g., value proposition, proper communications with key stakeholders, etc.)
Able to provide feedback to innovate or adapt products for specific client needs
 
 
 
* Rationale for the above rating:
   
 
 
Please provide feedback on the CPM's overall effectiveness:
Rarely meets expectations Meets expectations some of the time Meets expectations most of the time Exceeds expectations N/A
Excellent verbal and written communications that translate into effective client presentations
Champions quality control in all aspects of client interaction – presentation preparation, war rooms,RFPs, databases, etc.
Comfortable operating in different cultural environments – both by institution (CE&F, Publics) and geographies
Displays a will to win
I enjoy working with this person
 
 
 
* Rationale for the above ratings:
   
 
 
 
* Three distinctive qualities of this CPM are: