About Kévin
French
Native or bilingual
English
Fluent
Italian
Basic
Experience
- FI CourtageMortgage and borrower insurance brokerBANKING AND INSURANCEMarch 2025 - Today (1 year and 3 months)Montpellier, FranceMy job is to find the best possible financing for my clients' life projects. Comparing banks, optimizing your application so as not to miss the best opportunities the market offers.After 12 years in banking, having both roles will help you speak the same language as the banking system and have all the transparency you deserve when you commit to 25 years for hundreds of thousands of euros.
- OPEN MODALSales AssistantTRANSPORTATIONJuly 2024 - June 2025 (11 months)Saint-Jean-de-Védas, France▸ Development and management of client portfolios▸ Market analysis and identification of commercial opportunities▸ Optimization of prospect tracking processes and conversion rates
- BPCE Solution ClientADE Substitution ManagerBANKING AND INSURANCEJanuary 2024 - March 2024 (2 months)Montpellier, France▸ Analysis of requests in compliance with CCSF criteria▸ Identification of counter-offers to retain departing clients▸ Regular audits of banking process compliance
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Education
- Bachelor's Degree in Banking and InsuranceIUT Fabron2012Niveau Licence Banque Assurance
- BTS in Management AssistanceLycée Estienne d'Orves2011BTS Assistant de Gestion
Certifications
- IOBSP - IAS (Mortgage financing and Borrower Insurance Broker)VALORIALE Formation2024