Development and maintenance of domestic institutional clients:
Formulate marketing plans for asset managers;
Study patterns and needs of institutional clients;
Maintain relationship of existing institutional clients and develop potential clients;
Regularly visit clients, gauge clients' needs and collect feedback;
Provide consulting to clients, coordinate relationship between divisions of the clients;
Regarding sales channels, facilitate the daily sales work, including sales of new products, ongoing sales efforts, promotion, investor education (sales channels may include private banks, broker dealers, trust companies, wealth management companies);
Regularly visit sales channels, collect new needs, maintain relationships and explore potential ongoing sales opportunities;
Implement marketing plan and further optimize the plan;
Development and maintenance of overseas institutional clients:
Assist the partners to identify and develop overseas institutional investors, such as endowments, foundations, pension funds and sovereign funds;
Maintain relationship with overseas organizations such as financial institutions and media;
Help the asset managers prepare marketing materials, and prepare managers for interviews by overseas clients.
Value Connect is a third-party marketing firm, helping asset managers better target institutional investors. We work for both overseas and Chinese asset managers, like hedge funds, mutual funds, private equity funds and fixed income firms. The managers we work for cover most of the asset classes. We help the managers refine marketing plan, develop brand name, get access to investors representing stable capital and develop products tailored for each institutional investor. The investors we cover include both Chinese domestic and overseas investors. We do not target high net worth individuals, only institutional investors, such as insurance companies, investment banks, commercial banks, sovereign funds, endowments and pension funds.