Gestore Family & POE - Bologna
Core
Develop Retail and POE (Professional Operators/Entrepreneurs) client portfolios in Bologna through commercial consulting and product promotion.
Role type
Senior Retail Banking Relationship Manager
Builds
Banking and wealth management solutions for local clients
Domain
Banking / Retail & Commercial Banking
Deliverable
product features
Required skills
Commercial consulting, CRM management, financial product knowledge, digitalization promotion, data indicator analysis, client relationship building
Preferred skills
AI tool utilization, local market knowledge
Responsibilities
Preside and develop Retail and POE client base; Develop CRM contacts and formulate proposals; Promote banking, issuing, savings, protection, pension, credit, and investment products; Favor client digitalization and retention; Collaborate with branch team to meet commercial targets
Seniority
Senior, hands-on IC