Dario Bosco

Private Loans/Finanzierung

• provide financial planning support to clients in retail loans; • managing refused request of loans and looking for an alternative solution (Cofidis is a business partner of many shop/sellers where the client has the option of a deferred payment); • contact and acquisition of new clients; • portfolio management: communicate acquired clients about new opportunites and economic trend; • managing client database; • use of CRM (Salesforce) for planning daily activities;

• provide financial planning support to clients in retail loans; • analyzing financial data received from clients to develop strategies for meeting clients' financial goals; • customer relation management to respond to prospective customer queries about financial planning; • organization and planning of the working day: contacting and meeting with the customers, cost estimation/quotation and financial solutions for private customers;

• insurance intermediation: insurance products for private customers and companies; • analyzing financial data received from clients to develop strategies for meeting clients' financial goals; • answering client questions about financial plans and strategies and giving financial advice; • advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives;

scientific, maths