Razi Karim

Doer
DISC Type : ds

Managing Partner at The Karim Group LLC

New York, New York, United States

Overview

Razi Karim is a financial professional with over 25 years of experience in business and investment advisory. As Managing Partner at The Karim Group and CEO of KEY Wealth Advisors, he advises C-suite executives on business strategy, financial planning, and capital raising. He earned a BS from Cornell University and an MBA from Georgetown University.

Personality Overview

Long-term Focused

Risk-Accepting

Fast-paced

Reading between the lines and seeing beyond your words comes naturally to them.  They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Investment Advisory
Works directly with executive management of private and public companies to provide comprehensive investment and business advisory services.
Capital Raising
Focuses on raising institutional capital and securing private placement mandates for a diverse range of operating companies and asset managers.
Financial Technology
Previously managed relationships with tech partners, including EMS, OMS, and Risk systems, in the Prime Services division at Credit Suisse.

Media Appearances

Razi has no verified media appearances

Work History

Managing Partner at The Karim Group LLC
9-2021 - 4-2024
Founder & CEO at KEY Wealth Advisors
1-2007 - 3-2009
Director at Credit Suisse

Education

1994 - 1996
Master of Business Administration - MBA from Georgetown University McDonough School of Business
8-1988 - 5-1992
Bachelor of Science - BS from Cornell University

More Information

Social Presence :

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Exp : 4 Location : New York, New York, United States Job Level : N/A Designation : Managing Partner at The Karim Group LLC
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Insights For Selling To Razi

During A Call Or A Meeting

DO's

  • Use phrases like 'your team deserves', 'best in class' etc.
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Avoid putting conscious effort into relationship-building
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Razi is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Razi

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Razi move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Razi take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Razi

Personality Compatibility


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