James Smith

Inspirer
DISC Type : di

Head of Consultant & RFP Data at Schroders

London Area, United Kingdom

Overview

James has no verified overview

Personality Overview

Decisive

Charming & Persuasive

Achievment Oriented

They respond well to objective pitches but also attach some value to relationships.  They don’t mind taking a stand if they believe in something. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

James has no verified topics they care about

Media Appearances

James has no verified media appearances

Work History

12-2025
Head of Consultant & RFP Data at Schroders
1-2023 - 12-2025
Head of Client Data Services at Schroders
3-2022 - 1-2023
Consultant Database Manager at Schroders
1-2017 - 3-2018
Consultant Database Analyst at AXA Investment Managers
6-2014 - 12-2016
Client Services at Fidelity International

Education

Public Services from East Surrey College

More Information

Social Presence :

Prographics :

Exp : 9 Location : London Area, United Kingdom Job Level : Mid-senior Designation : Head of Consultant & RFP Data at Schroders
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Focus on the big picture and the strategic value of your product
  • Clearly address the competitive aspects
  • Refer to testimonials from well known people to highlight the value of your product

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Don’t be very informal even if they are being so themselves
  • Don't be unorganized, be prepared for the pitch

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from James

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will James move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can James take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And James

Personality Compatibility


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