Yann Gerbaud

Business Trainer for Insurance product by Société Générale Insurance. Damage/Provident Benefit /Life Insurance I train banking advisor on the retail and professional market, agency director and group director. I set up commercial entertainment for new product.

Manage the commercial and banking relation and advise in the constitution and the optimization of the high-end custommer's heritage - Patrimonial analysis, detection of customers needs, selection and proposal of adapted solutions - Sale of banking products: products and investments of capitalization and diversification, mandate of management, solution of financing, solutions of insurance and foresight, and products of tax exemption

Analyst of funds, Private Equity and Due Diligencer products and clients.

I did an internship in a wealth management firm (TCP): estate review, heritage study, marketing of wealth management products, and utilization of specialized softwares (Big and O2S).

I worked in bank agency (the Caisse d’Epargne), it was fixed-term contracts of customer reception (reception and customer advice, phoning, risk management, products sales).

I did an internship in a bank agency (the CMB) as responsible of customer data collect’s and Basel 3 compliance

I worked in bank agency (the Caisse d’Epargne), it was fixed-term contracts of customer reception (reception and customer advice, phoning, risk management, products sales).

I did an internship in a bank agency (Caisse d’Epargne) as Account Manager (knowledge of banking products, customer care and advice, phoning, risk control and products sales).