José Fleming, Imc Email & Phone Number

London, GB

London Area, United Kingdom

London Area, United Kingdom

• Work with sales on the development of new businesses by managing the tendering process for institutional clients, collaborating closely with investment teams to identify clients´ requirements and propose investment.
• Identify and define investment solutions that meet the client's investment criteria and guidelines.
• Owning the process by being responsible for the end-to-end client experience and satisfaction during the RFP and Annual Review process, for global and complex requests.
• Manage and coordinate client and internal communications to develop and execute RFPs and Annual Review projects, establishing clear expectations and timeframes with 100% success rate in managing deadlines.
• Lead and coordinate meetings to align the approach internally and utilise creative problem-solving and solid decision-making abilities to deliver the best results for clients whilst adhering to the company’s policy and.
• Lead and manage projects to improve the quality of the business while promoting integration and collaboration throughout the wider organisation.

London, England, United Kingdom

• Manage the tendering and pitching process on behalf of sales for a range of institutional and wholesale clients such as Pension Funds, Insurance Companies, Banks, Governments, Platforms, Investment Advisors, Family.
• Establish and develop internal communications to identify investment solutions or strategies/funds that meet the client’s investment criteria and guidelines.
• Manage kick-off meetings with a wide range of stakeholders (sales managers, portfolio managers, product specialists, etc.) to align inputs strategically and challenge investment solutions to deliver accurate and.
• Lead and coordinate client and internal communications to develop and execute RFP and DDQ projects utilising creative problem-solving and solid decision-making abilities to establish clear expectations and timeframes.
• Responsible for onboarding and training new team members. In addition, I was responsible for reviewing their projects and guiding them on how to develop further in their roles.
• Act proactively in identifying and providing solutions to enable the team to execute their activities more efficiently.

London, United Kingdom

• Provide the initial draft response with special attention to question/answer alignment for strategy, fund and relevance to the region or business segment across equity, fixed income and multi-asset.
• Receive and complete sales applications from sales to participate in pitch processes for wholesale and institutional clients.
• Manage inputs to/from senior-level subject matter experts (SMEs) and other client-facing associates on questions associated with each RFP or related output.
• Adhere to the project management process following firm standards and RFP Editor’s instructions.

São Paulo Area, Brazil

• Development of new businesses by promoting sales and increasing revenue in line with the company's commercial targets. Growth rate of 23%.
• Managed accounts making sure the client's needs were met promoting contract continuity by strengthening our relationships and providing first-class service.
• Supervise the development of commercial proposals analysing technical requirements, negotiation and contract agreements.

São Paulo Area, Brazil

• Managed a portfolio of global accounts being responsible for coordinating the auditing services for the chain of production.
• Supervise the development of commercial proposals and negotiate with clients the final agreements.
• Manage cash flow and expenses of the business unit.