The Professional Bachelor's Degree in Banking and Finance, Customer Advisor Manager option, trains experts capable of advising and managing customer relationships in the banking and financial sector. Students acquire skills in customer portfolio management, selling financial products, risk analysis, and financial advisory to meet the needs of individuals and businesses.
SKILLS DEVELOPED:
- Financial advisory: Supporting customers in managing their personal and professional finances, developing adapted financial strategies.
- Customer Relationship Management (CRM): Use of customer relationship management tools to build loyalty and develop the customer portfolio.
- Risk analysis: Assessment of financial risks related to loans, investments, and insurance.
- Sales of financial products: Sales and negotiation techniques to offer banking and financial products adapted to customer needs.
- Customer portfolio management: Monitoring and optimization of individual and professional customer portfolios.
- Banking and insurance law: Knowledge of regulations and laws governing the banking and insurance sectors.
- Finance and economics: Understanding of financial markets, investment products, and the economic situation.
- Payroll and banking operations management: Mastery of current operations (accounts, transfers, loans) and banking products.
- Claims management: Procedures for managing and compensating claims in the insurance sector.
CAREER PROSPECTS:
- Graduates of the Professional Bachelor's Degree in Banking and Finance, Customer Advisor Manager option, can access various positions, such as:
- Customer Advisor Manager: Management and development of a customer portfolio, financial advice, and sale of banking products.
- Banking and Insurance Customer Service Officer: Sale of insurance products, management of contracts and claims.
- Financial Analyst: Assessment of customers' financial performance and risk analysis.
- Wealth Manager: Supporting customers in managing their wealth and financial planning.
- Bank Branch Manager: Supervision of a bank branch's activities and team management.
- Business Development Officer: Prospecting new customers and developing commercial activities.
- Banking and Finance Consultant: Advising companies to improve their banking and financial practices.
- Risk Manager: Identification and management of financial and insurance risks for companies.
- Insurance Broker: Negotiation and sale of insurance contracts on behalf of clients.
