Giovanni B. Email & Phone Number

Montebelluna, IT

Treviso, Italy

• Supporting Agencies in identifying business development opportunities in both current portfolio and "prospects"
• Scheduling meetings with Client Companies by providing the Agent with in-person operational support
• Analysis of the welfare needs of the visited companies. Development and presentation of the welfare plan.

Treviso, Italia

• Brokering between portfolio customers' needs and the financial products placed on behalf of BancoPosta Spa, PosteVita Spa and PosteAssicura Spa
• Planning according to business objectives and coordination with post office directors
• Focus on increasing the assigned portfolio and developing new customers
• Area contact person for private party financing and mortgages

Treviso, Italia

• Affluent portfolio customer management

• Management of entry, exit and portfolio changes;
• Control and certification of financial and registry flows to the insurance company;
• Management and resolution of anomalies detected in the relational database, with the help of the IT department;
• Relationship with insurance companies and dispatch of periodic reports on the status of the portfolio, obtained by querying the database using the SQL language.

Loria

• Collaboration in a nursery gardening company:
• participation in fairs and markets as exhibitor and seller;
• care of the biological cycle;
• assistance for the realisation of gardens.

Cassola

Waiter service in Mexs' pizzeria.

Castelfranco Veneto

• Internship experience:
• archiving and correspondence management;
• customer service;
• relationships between customers and the claims office.

Master'S Degree In Economics And Finance, 107

Thesis: "Efficiency of Italian household portfolios conditional on housing" The master course was entirely in English language. The.

Bachelor'S Degree In Economics And Management, 109

Thesis: "Evolution of the Italian pension system. Complementary welfare and pension funds"