Required Industry Knowledge
• Expertise in CRM' KYC' onboarding and customer's information management
• Leadership experience in a consulting' analysis or architecture environment.
• Private banking/Wealth Management/General investment products and the...
Responsibilities
Conduct field visits to customers across Italy.
Create, manage, and regularly update customer data within the CRM/database system.
Develop strong customer relations and maintain reliable communication channels.
Identify and pursue business...
the brand by delivering empathetic' professional' and high
• quality service.
• Data Management: Accurately log all customer interactions in our CRM system.
• Continuous Learning: Stay up-to-date with new product launches and technical updates through...