CRM & Sales support - (F/M) - NIMI Italy (Milano)

CRM & Sales support - (F/M) - NIMI Italy (Milano)

31 lug
|
Banche e finanza
|
Milano

31 lug

Banche e finanza

Milano

Internship – 20885

Company Description
Ranked among the world’s largest asset managers with over €1,300 billion in assets under management, Natixis Investment Managers (Natixis IM) delivers a range of solutions across various types of asset classes, management styles, and vehicles, including innovative strategies and products that meet environmental, social, and governance (ESG) criteria dedicated to the development of sustainable finance.

The teams at Natixis IM work in partnership with their clients—institutional investors, investment funds, corporations, and individuals—to understand their specific needs and provide them with tailored investment insights and solutions aligned with their long‑term objectives.

Thanks to Natixis IM's multi‑boutique approach, clients can vantaggi from the expertise and insights of around twenty active management companies.

Natixis Investment Managers International (Natixis IMI) is the main management company for Natixis IM in Europe. It encompasses two activities:

The distribution activities in Europe and in other geographic areas such as APAC, the Middle East, and Latin America for Natixis IM's asset management offering;

A platform of centers of expertise (support functions) serving the distribution activities and affiliates.

Natixis IMI continues to develop and strengthen its presence in France and internationally, leveraging the expertise of its teams and the multi‑affiliate model of Natixis IM.

Job Description
Your MISSION & much more ...

During the 3 years of apprenticeship, you will be in charge of various activities:

General Sales Support

Prepare marketing materials, presentations, proposals, meeting packs, and RFPs

Customer support meetings, conferences, roadshows, and external events





Organizes and distributes sales materials such as factsheets, portfolios, commentaries, and regulatory reporting

Monitor sales flows, market trends, and competitor activities to identify business opportunities

Provide regular sales analysis and reporting at client, channel, and country level

Support the preparation and coordination of internal sales activities and procedural controls

Liaise with internal teams including Sales, Marketing, Client Services, RFP, Product, Finance, Strategy

Maintain accurate client information and update CRM systems such as Salesforce

Support due diligence requests, reporting processes, and internal documentation

Client Relationship Activities

Act as the first point of contact for client requests and queries

Ensure timely and accurate responses to clients and prospects

Senior colleagues support in managing day‑to‑day client interactions

Follow up with clients and prospects to gather feedback and ensure high customer satisfaction

Organize and coordinate periodic client review meetings

Maintain strong relationships with clients, prospects, fund managers, and other stakeholders

Provide clients with basic fund, market, and operational information, escalating more complex queries when necessary

Attend meetings, conference calls, and external events when required

Required Skills/Qualifications/Experience

Previous experience in sales support, client relationship management, or financial services

Fluency in English and Italian

Degree in Business, Economics, or a related field preferred

Strong organizational, communication, technical, and time management skills

Excellent attention to detail

Proficiency in Microsoft Office, CRM systems, and Salesforce

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📌 CRM & Sales support - (F/M) - NIMI Italy (Milano)
🏢 Banche e finanza
📍 Milano

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