The Professional Bachelor in Banking and Insurance trains professionals able to work in the banking and insurance sectors. Students acquire skills in banking operations management, sales of financial and insurance products, risk analysis, and client advisory, to meet the needs of companies and individuals in these fields.
SKILLS DEVELOPED:
- Banking Operations Management: Mastery of current operations (accounts, transfers, credits) and banking products.
- Sales of Financial and Insurance Products: Sales and negotiation techniques to offer products adapted to client needs.
- Financial Risk Analysis: Evaluation of risks related to credits, investments, and insurance.
- Client Advisory: Support for clients in managing their finances, subscription to financial and insurance products.
- Customer Relationship Management (CRM): Use of customer relationship management tools to retain and grow the client portfolio.
- 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 economic conditions.
- Claims Management: Procedures for handling and compensating claims in the insurance sector.
- Banking and Insurance Project Management: Planning, coordination, and monitoring of projects in the banking and insurance sectors.
EMPLOYMENT PROSPECTS:
Graduates of the Professional Bachelor in Banking and Insurance can access various positions, such as:
- Bank Advisor: Management of client accounts, sales of banking products, and financial advice.
- Insurance Client Advisor: Sales of insurance products, management of contracts and claims.
- Credit Analyst: Evaluation of credit applications and analysis of financial risks.
- Asset Manager: Support for clients in managing their assets and financial planning.
- Insurance Broker: Negotiation and sale of insurance contracts on behalf of clients.
- Bank Branch Manager: Supervision of bank branch activities and team management.
- Business Development Officer: Prospection of new clients and development of business activities.
- Banking and Insurance Consultant: Advising companies on improving their banking and insurance practices.
- Risk Manager: Identification and management of financial and insurance risks for companies.
