Enrico Benzi

Experience

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  Banca Mediolanum

  Sept 2006 - Jun 2016

  Senior Family Banker - Financial Advisor

  • Retail banking, dealing with accounts, loans, investment banking, insurances, and portfolio management on discretionary basis • Portfolio managing and expanding• Giving advice to help customers in achieving their financial goals and needs through regular meetings and consultations• Client acquisition and developing book of clients, monitoring customer accounts and portfolios, customer advisory based on market updates• Building and maintaining long lasting relationships with clients, aiming to deliver excellent service, cross selling, and continuously expanding referral network through regular contact with clients, professionals and real estate agents • Develop sales plan for each relationship to provide a complete array of services: bank account, investment management, credit and personal banking products• Live bank's values and represent its image at different occasions and functions• Other responsibilities include: o Opening new bank accounts for individuals o Handling customer queries face to face, over the phone or via correspondence o Answering any financial and banking queries o Advising clients on mortgages and raising loans o Providing advice on investments o Verifying customer data to detect and identify financial fraud o Ensuring the smooth running of basic banking transactions o Contributing towards policy making o Maintaining a professional image at all times o Marketing new financial products or services o Analyzing financial reports o Presenting information clearly to customers, work colleagues and third parties o Representing the bank within the local community Show less

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  Airconsult

  Dec 2016 - Aug 2021

  Ground Operations Supervisor
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  Kiron Partner S.p.A.

  Sept 2021 - now

  Credit Broker