CRM & Sales support - (F/M) - NIMI Italy - Apprenticeship - Groupe BPCE
Pubblicato il 16-08-2026 - Groupe Bpce in Lombardia
CRM & Sales support - (F/M) - NIMI Italy - Apprenticeship
Your MISSION & much more ...
During the 3 years apprenticeship, you will be in charge of various activities:
- 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
- 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 necessary
- Attend meetings, conference calls, and external events when required
Yourself & Beyond
- 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