CRM & Sales support - (F/M) - NIMI Italy - Apprenticeship

CRM & Sales support - (F/M) - NIMI Italy - Apprenticeship

Your MISSION & much more ...

During the 3 years apprenticeship, you will be in charge of various activities:

• Prepare marketing materials, presentations, proposals, meeting packs, and RFPs
• Support client meetings, conferences, roadshows, and external events
• Organise and distribute 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
• Support senior colleagues in managing day-to-day client interactions
• Follow up with clients and prospects to gather feedback and ensure high client satisfaction
• Organise and coordinate 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
• Attend meetings, conference calls, and external events when required

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 organisational, communication, technical, and time management skills
• Excellent attention to detail
• Proficiency in Microsoft Office, CRM systems, and Salesforce