About Oceane
French
Native or bilingual
Experience
- LCLBank AdvisorBANKING AND INSURANCEJune 2025 - October 2025 (4 months)I was employed as a bank advisor with a portfolio of 600 clients.My main tasks:- Client prospecting and appointments- Loan file processing- Personal and property insurance- Daily banking
- Gan assurancesInsurance AdvisorApril 2025 - June 2025 (2 months)• • Listening to clients' needs and desires to identify and recommend optimal products.• • Administrative file management: document control, requesting missing documents, filing, and archiving.• • Prompt and efficient processing of client mail and emails, managing routine operations on files. Marketing of insurance contracts to professionals and individuals, achieving my commercial objectives % on average.
- LA BANQUE POSTALEBank AdvisorNovember 2023 - April 2025 (1 year and 5 months)Portfolio of 1600 clients shared with a colleague• • Client appointments• • Financing• • Insurance• • Provident fund• • Daily banking
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Categories
- Other