Luca Gargano Email & Phone Number

Milan, It

Vailate, Lombardia, Italia

Milano, Lombardia, Italia

As a Channel Manager in Private & Wealth Management, our team lead the strategic management and optimization of distribution channels to UHNWI. With a focus on digital platforms, relationship management, and strategic partnerships, we drive initiatives to enhance efficiency, client satisfaction, and overall channel performance.Main activities carried out in this role are:(I) Collaborate with senior management to develop and execute channel strategies aligned with business objectives;(II) Analyze channel performance metrics and implement improvement strategies for enhanced productivity and client experience;(III) Analyze and report clients' assets in order to manage their portfolio through asset allocation activities;(IV) Developing new products based on our clients' interest in collaboration with our Asset Management company (Amundi) and our internal IB division (CACIB);(V) Acquire hands-on experience in different investment strategies and a broad spectrum of financial products.

Milan, Lombardy, Italy

The bank branch's client advisor plays a key role in managing customer relationships and providing financial services. Main activities:1. Customer Relations Management: - Develop and maintain positive customer relationships - Provide financial advice and respond to customer requests - Identify customers' financial needs and propose appropriate solutions2. Sale of financial products and services: - Promote and sell a wide range of financial products and services, such as current accounts, credit cards, loans, investments and insurance. - Analyse the financial needs of customers and recommend customized solutions.3. Banking & cash management: - Manage daily bank transactions, such as deposits, withdrawals and transfers. - Assist customers in the use of online banking services and ATMs.4. Risk Management: - Assess and manage the risks associated with financial transactions and products. - Ensure compliance with internal regulations and policies.5. Training and updating: - maintain a thorough knowledge of the financial products and services offered by the bank. - Participate in training sessions to stay up to date on industry regulations and trends.

Milan, Lombardy, Italy

Main activities: - Supporting the countries with the submission of the monthly reports required by the Corporate (BS, P&L, WC, Forecast, BDG and many other specific submission related to the business) - Extracting business data and preparing ad-hoc reports to support leadership team decisions - Ensuring good data quality and right timing - Supporting MKT, Pricing, and Retail Excellence TEAMS providing them important data to validate their analysis

San Giualiano Milanese, Lombardia, Italia

This work experience, even if sometimes monotonous, enable me to acquire new skills in the direct relationship with the client: these skills, I believe are very important in any future role in the company

Rozzano

My task was the correct sorting and storage of the products inside the "ritiro merci" warehouse, to make them more quickly available upon the customer's arrival

Lodi, Italia

Laurea Magistrale, Management, 110 Cum Laude

Main courses: Business Analytics; Performance Management; Financial Management; Corporate Banking; Marketing management Extracurricular.

Exchange Program, Business Administration

Activities and Societies: Ultimate frisbee - PadelCourses attended: Crisis Management in Organizations; Strategies and Technologies.

Laurea Breve In Scienze Dell'Economia E Della Gestione Aziendale, Business Administration And Management, General, 110 Cum Laude

Ad oggi sento che questi anni universitari si stanno rendendo molto utili per migliorare la mia persona; sempre sottoposta a nuove sfide e.

Diploma Istituto Tecnico, Afm (Sistemi Informativi Aziendali), 84

Durante gli anni passati in questo istituto tecnico ho imparato accuratamente a tenere e aggiornare le scritture contabili (es. Libro.