CRM & Sales support - - NIMI Italy

Descrizione del lavoro:

Company Description

Ranked among the world's largest asset managers with over EUR1,300 billion in assets under management, Natixis Investment Managers (Natixis IM) delivers a range of solutions across various types of asset classes, management styles, and vehicles, including innovative strategies and products that meet environmental, social, and governance (ESG) criteria dedicated to the development of sustainable finance.
The teams at Natixis IM work in partnership with their clients-institutional investors, investment funds, corporations, and individuals-to understand their specific needs and provide them with tailored investment insights and solutions aligned with their long-term objectives.
Thanks to Natixis IM's multi-boutique approach, clients can benefit from the expertise and insights of around twenty active management companies.
Natixis Investment Managers International (Natixis IMI) is the main management company for Natixis IM in Europe. It encompasses two activities:
* The distribution activities in Europe and in other geographic areas such as APAC, the Middle East, and Latin America for Natixis IM's asset management offering;
* A platform of centers of expertise (support functions) serving the distribution activities and affiliates.
Natixis IMI continues to develop and strengthen its presence in France and internationally, leveraging the expertise of its teams and the multi-affiliate model of Natixis IM.

Job Description

Your MISSION & much more ...
During the 3 years of apprenticeship, you will be in charge of various activities:
General Sales Support
- Prepare marketing materials, presentations, proposals, meeting packs, and RFPs
- Customer support meetings, conferences, roadshows, and external events
- Organizes and distributes sales materials such as factsheets, portfolios, commentaries, and regulatory reporting
- Monitor sales flows, market trends, and competitor activities to identify business opportunities
- Provide regular sales analysis and reporting at client, channel, and country level
- Support the preparation and coordination of internal sales activities and procedural controls
- Liaise with internal teams including Sales, Marketing, Client Services, RFP, Product, Finance, Strategy
- Maintain accurate client information and update CRM systems such as Salesforce
- Support due diligence requests, reporting processes, and internal documentation

Client Relationship Activities
- Act as the first point of contact for client requests and queries
- Ensure timely and accurate responses to clients and prospects
- Senior colleagues support in managing day-to-day client interactions
- Follow up with clients and prospects to gather feedback and ensure high customer satisfaction
- Organizes and coordinates periodic client review meetings
- Maintain strong relationships with clients, prospects, fund managers, and other stakeholders
- Provide clients with basic fund, market, and operational information, escalating more complex queries when necessary
- Attends meetings, conference calls, and external events when required Automatic translation

Required Skills/Qualifications/Experience

Yourself & Beyond ...
- Previous experience in sales support, client relationship management, or financial services
- Fluency in English and Italian
- Degree in Business, Economics, or a related field preferred
- Strong organizational, communication, technical, and time management skills
- Excellent attention to detail
- Proficiency in Microsoft Office, CRM systems, and Salesforce

Automatic translation