About Djeneba
French
Native or bilingual
Experience
- EntrepreneurIndependent Wealth Management AdvisorMarch 2020 - Today (6 years and 3 months)• In-depth analysis of clients' financial health, including asset and liability audits, to align with their wealth management ambitions.• Design of tailor-made investment portfolios, calibrated according to clients' risk profiles and financial aspirations.• Continuous commitment to skill improvement through specialized training programs.• Dynamic management of client relationships, with ongoing and personalized follow-up, to optimize asset performance in the face of life changes.• Development of exclusive wealth management strategies, aimed at achieving clients' immediate and future financial objectives.• Continuous training for advanced skills.
- Les Petits Chaperons RougesProject ManagerSeptember 2012 - April 2017 (4 years and 7 months)Paris, France• Identification and acquisition of new opportunities for nursery establishment, including market analysis, real estate prospecting, and feasibility studies.• Marketing strategy for nursery places, targeting companies, individuals, and public institutions.• Coordination of the project development process, from construction supervision to deadline optimization, in synergy with the Works and Maintenance department.• Proactive management of bookings, from prospecting to contract closing, ensuring optimal occupancy rates.• Continuous commitment to customer loyalty, ensuring high satisfaction and strong retention rates.
- MerciPlusSector ManagerJuly 2006 - October 2011 (5 years and 3 months)• Sales prospecting, including managing inbound and outbound calls to maximize business opportunities.• Negotiation and closing of contracts during client meetings, with precise assessment of their needs.• Assurance of superior quality service through rigorous follow-up of services and proactive management of complaints and disputes.• Strategic management of sales activity with detailed reporting on key indicators such as revenue and new customer acquisition.• Coordination of schedules and mentoring of teams to optimize productivity and engagement.
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Education
- Level 2 IAS (Insurance Intermediary)Sumatra Formation Conseil2021IAS Niveau 2 (Intermédiaire en Assurance)
- Level 2 IOBSP (Banking Operations and Payment Services Intermediary)Sumatra Formation Conseil2020IOBSP Niveau 2 (Intermédiaire en opération de Banque et en service de paiement)