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

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Your MISSION & much more ...

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

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

- Support client meetings, conferences, roadshows, and external events

- Organise and distribute 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

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

- Ensure timely and accurate responses to clients and prospects

- Support senior colleagues in managing day-to-day client interactions

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

- Organise 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 xysqume necessary

- Attend meetings, conference calls, and external events when required

Yourself & Beyond

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- 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 organisational, 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 - Apprenticeship (Romano di Lombardia)
🏢 Groupe Bpce
📍 Romano di Lombardia