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Julien LA GRECA

Villejuif

En résumé

Providing advices to expatriates. Retirement, Insurances, Wealth Management, Financial Planning.
Building a better future while protecting the present.


9 years experience in banking industry.

Good knowledge of insurance, stock exchange, customer relationship management, office security, saving solutions, Life Insurance, mutual funds, risk management, personal loans, mortgages and tax exemption solutions.

Mes compétences :
Assurance
Finance
Assurance Vie
Fonds d'investissements
Conseil fiscal

Entreprises

  • LCL - Financial Advisor

    Villejuif 2013 - maintenant · Personal banking services sales : Credit/Debit cards, insurances, i-banking
    · Mortgages sales : Calculate the debt capacity, inform customers about the laws and the
    different procedures, advise on the insurance choice, finalize with the notary.
    · Personal finance services sales : Consumer credit sales Revolving credit facility sales, overdraft facility sales
    · Risk management : Customers with a prolongated debit balance, credit analysis, financial
    analysis for entrepreneurs credit demands.
    · Wealth management : Collect the savings of customers and potential customers, save the
    money on Life insurance contracts and fund units
    . Offer tax-exemption services by working with our real estate firm.
    .Organize the business activity depending on the needs.
    .Stricltly respect all the procedures in order to not expose the bank to any fine or legal issue
    .Respect the international regulation

  • LCL - Financial Advisor

    Villejuif 2011 - 2013 . Personal banking services sales
    · Mortgages sales
    · Personal finance services sales
    · Risk management : Managed to halve the number of prolongated debit balance customers
    · Wealth management

  • LCL - Office Agent

    Villejuif 2010 - 2011 · Responsible of the development of a new bank office : I prospected a famous Veterinary
    School in order to convince students with high potential that our Bank could provide them all
    they needed and succeeded where nobody did before by opening 10 accounts.
    · Security process check and daily controls of the good-working security equipment (Video
    cameras, ATM…)
    · Personal banking services sales

  • LCL - Office Agent

    Villejuif 2010 - 2011 · Responsible of the development of a new bank office : I prospected a famous Veterinary
    School in order to convince students with high potential that our Bank could provide them all
    they needed and succeeded where nobody did before by opening 10 accounts.
    · Security process check and daily controls of the good-working security equipment (Video
    cameras, ATM…)
    · Personal banking services sales

  • LCL - Office Agent

    Villejuif 2010 - 2011 · Responsible of the development of a new bank office : I prospected a famous Veterinary
    School in order to convince students with high potential that our Bank could provide them all
    they needed and succeeded where nobody did before by opening 10 accounts.
    · Security process check and daily controls of the good-working security equipment (Video
    cameras, ATM…)
    · Personal banking services sales

  • LCL - Office Agent

    Villejuif 2010 - 2011 · Responsible of the development of a new bank office : I prospected a famous Veterinary
    School in order to convince students with high potential that our Bank could provide them all
    they needed and succeeded where nobody did before by opening 10 accounts.
    · Security process check and daily controls of the good-working security equipment (Video
    cameras, ATM…)
    · Personal banking services sales

  • LCL - Call center Agent

    Villejuif 2009 - 2010 · Personal banking services sales/Scheduling appointments for financial advisers
    · Answer to customer questions
    · Manage the number of incoming calls and try to reduce it

Formations

Réseau

Pas de contact professionnel

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