About Mohamed Montassar
French
Native or bilingual
English
Fluent
Arabic
Native or bilingual
Experience
- Société GénéralePROFESSIONAL CLIENT ADVISOR - EXPERT FOR SELF-EMPLOYED PROFESSIONALSJanuary 2025 - January 2025Client support: Managed a client portfolio by identifying their needs and proposing personalized solutions to maximize satisfaction and loyalty. Needs analysis and recommendations: Assessed client expectations and proposed suitable products (financial, commercial, insurance solutions), while increasing revenue. Administrative management: Rigorous and proactive follow-up of client files, from creation to completion, ensuring deadlines and quality of service. Strategic partnerships: Established a partnership with the Mairie de Puteaux following targeted prospecting, positioning Société Générale as the number 1 partner with the institution. Teamwork and objectives: Collaborated with a multidisciplinary team to meet and exceed sales and client satisfaction objectives. Business development: Carried out physical and digital prospecting actions that led to the acquisition of numerous new clients and strengthened Société Générale's presence in the self-employed professional segment.
- YELLOW-ETEACHING INSTRUCTORCONSULTING AND AUDITSDecember 2024 - Today (1 year and 6 months)Paris, FranceDesign and deliver interactive educational sessions. Teach courses in: Sales Techniques, Management Control, Commercial Negotiation, Business Management. Evaluate student learning (exams, projects, presentations, assignments). Support students in their research work or final theses. Facilitate professional simulations (real case studies, simulations). Participate in examination boards.
- CRÉDIT AGRICOLEPROFESSIONAL CLIENT ADVISOR - WORK-STUDY PROGRAMJanuary 2021 - January 2023 (2 years)Welcome clients at the reception. Respond to common requests: transfers, checkbook orders, information updates. Update client files (KYC – "Know Your Customer"). Administrative management: Handle emails, phone calls, agency files, and documentation. Enter transactions into banking tools. Participate in client needs analysis.
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Education
- Master's in Project ManagementYellow-E2023Mastère Manager du Projet
- Bachelor in FinanceINSEEC AMF2021Bachelor Finance