26 ago - Milano
Energia E Ambiente
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 Office, CRM systems, and Salesforce
#J-18808-Ljbffr
27 ago - Roma
Smart Clinic
27 ago - Milano
Next Frontier Capital
27 ago - Roma
SELTIS HUB
27 ago - Erbusco
Jefferson Wells Italia