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Senior Relationship Manager
Il y a 2 mois
We are a regional cooperative bank, the largest shareholder of the BPCE Group, and the Caisse d'Epargne Ile-de-France has been operating for over 200 years. We finance all sectors of the economy and all actors in the Ile-de-France region: local authorities, social housing, businesses, institutions, individuals, and professionals.
Our NetworkWe have a network of 430 branches and 30 business centers across the entire Francilien territory, as well as a Private Bank, and we support the development of three subsidiaries: La Banque BCP, the Bank of Tahiti, and the Bank of New Caledonia.
Our TeamWe have a team of 4,500 experts: a committed and client-focused team.
Our MissionWe accompany our 3 million clients and 700,000 members every day in their projects. We combine trust, modernity, proximity, and solidarity to benefit all our clients, with a single goal: to be useful to each and every one of them, while never losing sight of the collective interest.
Our AmbitionWe want to offer our clients and teams the best of human and digital, in a benevolent and collaborative spirit. We are a key player in regional development, committed to sustainable development, to build the world of tomorrow. We reinvest every euro collected in the development of the regional economy to support business growth, the healthcare sector, and territorial transformation in terms of infrastructure, equipment, and amenities.
Our CommitmentWe are committed to diversity and equal opportunities and have been awarded the AFNOR label for equal opportunities between men and women in 2022.
About the RoleAs part of the Regional Development Bank (BDR), the Institutional Clients business center handles large accounts in the social economy sector (excluding the healthcare sector): institutional clients and national public establishments. These organizations operate in sectors such as:
- For institutional clients: mutuals, insurance companies, pension funds, institutions of social security, and asset management companies.
- For the social economy: charitable organizations, social tourism, social action, culture, education, and training.
- For public establishments: EPIC, EPA, CCI...
This business center is also associated with a financial engineering team that provides cross-functional expertise to support our clients in their strategic challenges around three themes: investment, financing, and ESG issues.
Key ResponsibilitiesYou will contribute to the commercial results and growth of your entity by managing, retaining, and developing your client portfolio and prospects. You will have the necessary autonomy to value your portfolio and the territory assigned to you. Your client portfolio will be mainly composed of financial institutions, and your missions will be to develop a commercial relationship around our investment and placement offers.
- Develop and value your client portfolio: active prospecting, proactivity to identify client needs.
- Contribute to the development and implementation of a private debt offer for investor clients.
- Work in tandem with our placement expert within the financial engineering team to develop and commercialize our savings financial offer.
- Use all the products and services of the CEIDF and rely on the expertise of the group's subsidiaries.
- Collaborate with all entities of the direction to circulate information about the client and the competition.
- Optimize the development and profitability of the portfolio using the available tools and indicators.
