Chargé de Clientèle Particuliers H/F - Bléré (37)
Core
Manage a portfolio of individual clients in an autonomous manner, driving sales of banking and insurance products while ensuring client satisfaction and risk compliance.
Role type
Individual contributor retail banking advisor
Builds
Banking and insurance products for individual clients
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Client acquisition, needs analysis, sales of banking and insurance products, client retention, risk management, autonomy
Preferred skills
Teamwork, commercial experience, BAC+3 degree
Technologies
Banking software, CRM tools
Responsibilities
Manage a portfolio of individual clients, promote and sell banking and insurance products, ensure client satisfaction and loyalty, manage client life projects, comply with risk management rules