Morgan Stanley is an investment bank headquartered in New York. Rob Parson is a star performer who significantly increased Morgan Stanley's market share. However, he does not follow company policies and norms. While he is a top revenue generator, promoting him to Managing Director could exacerbate issues with his behavior. Instead, the company should focus on retaining him by giving him the option to build his own team and implementing a 6-month re-evaluation period with positive reinforcement and corporate getaways.

2. Presented By :
Mukul Nath
Kartik Gupta
Monisha Dutta
Komal Rani
Neetesh Jayal

3. Highlights
 Rob parson came from an unorthodox background that did not
fit into Morgan’s Stanley culture
 His performance and skill shows that he should be promoted to
Managing Director
 He does not follow the norms and policies of Morgan Stanley
and work according to his own will

4.  American multinational financial services
corporation headquartered in midtown
Manhattan, New York City
 Leading organization in investment banking,
private wealth management, bonds and stock
trading
 Founded : September 16, 1935
 Founders : Henry Sturgis Morgan, Harold Stanley
 Headquarters : New York City, New York, USA
 CEO : James P. Morgan

5.  The vision of Morgan Stanley was
developed by John Mack and his top
executive team.
 Mission: They want to become
world’s best investment bank and the
Firm of choice for their clients,
people, and shareholders.
 Their other goal is to increase the
market share.

6.  He was appointed by John Mack for the
Senior managing director in CMS
 Paul Nasr was a very highly regarded
banker
 Possess 20 years of experience in Capital
Market Services

7. Strength Weakness Opportunity Threat
 20 years of
experience
 Highly regarded
banker
 Always treated
Rob gently with
kid gloves
 Less experienced
in Morgan Stanley
 Leadership
 Delivering the
capital market
services to the
banks and
insurance
 Fear of loosing Rob
Parson
 Fear of group
members that Paul
is acting as
protector

8.  He is a recruit of Paul Nasr with 10 years of
experience in banking & insurance
 Highly knowledgeable & expertise in his field
 Strong reputation and relationship with
important players.
 Highly marketable and enthusiastic about
the opportunities

9. Strength Opportunity ThreatWeakness
 Excellent selling skills
 ‡Excellent repo with
clients
 Professional drive
 ‡Resourceful
 High on CRM
 Accept challenges
 Difficulty to adjust
 Impatient
 Skeptical
 Individualistic
 Poor team player
 Arrogant
 To become
managing
director
 Not adaptable to
One Firm Firm vision
 Aggressive Behavior

11.  Rob parson was a star performer in the Capital Markets
division of Morgan Stanley
 Struck major deals with new and existing clients which
resulted in generating substantial revenues
 Parson single handedly took the company from 10th rank
with 2% market share to 3rd rank with 12.2% market
share in financial services sector
 Earned exceptional repo with clients in the highly
competitive market
 Tremendous knowledge of markets, finances and clients

12. 360 Degree Feedback – Evaluations were
performed by superiors, subordinates, peers,
and internal clients, which enabled employees to
receive a more wholesome feedback on their
performance.

13. Timely feedback should have been
provided so that Rob Parson could
continue to improve his skills in four
areas:
 Market/Professional skills
 Management and Leadership
effectiveness
 Commercial Orientation
 Teamwork/One Firm
Contribution.

14. 0
0.5
1
1.5
2
2.5
3
3.5
4
4.5
Professional
Skills
Commercial
Orientation
Management
Skills
One firm
contribution
4.2
3.3 3.2
2.9

15.  Rather than Promoting Rob Parson ,focus
should be more on retaining him in the
organization
 Promoting Rob Parson right away would serve as
a catalyst to his already deviant workplace
behavior, making him boastful and arrogant

16. Rob Parson has been a prudent revenue earner for Morgan Stanley,
and they can’t afford to lose him entirely
He might have a future as Managing Director if he
adjusts his behavior and meets re-evaluation
requirements.

17. Rob Parson should get option to make his own team
6 month re-evaluation period for Rob Parson
Positive Reinforcement
Corporate Getaways