Chargé de Clientèle Particuliers H/F - AZAY LE RIDEAU (37)
Core
Manage a portfolio of individual clients autonomously under the Branch Director, focusing on acquiring new clients and selling banking and insurance products.
Role type
Individual contributor retail banking advisor
Builds
Banking and insurance products for individual clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Client acquisition, sales of banking and insurance products, client retention, risk management compliance, project life planning
Preferred skills
Teamwork, commercial experience
Technologies
None stated
Responsibilities
Study client needs, promote and sell banking and insurance products, retain and support clients, ensure compliance and risk management, accompany clients in life projects
Seniority
Entry to Mid-level, commercial profile