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Financial Services Product Specialist

Location:
North Carolina
Salary:
65000
Posted:
July 24, 2024

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Resume:

Yanis Bennaïche

+1-919-***-****

*****.*********@*****.***

www.linkedin.com/in/yanis-b-160a6413b/077*******

EMPLOYMENT HISTORY

**/**** – 12/2022 Product Specialist – investor Relation, NextStage AM France

● Reorganized our contacts classification as well as communication methods and handled communication with investors and our entrepreneur, resulting in about 20% increase in overall investor communication.

● Represented the company at many events such as Patrimonia and IPEM throughout which I was able to obtain clients.

● Played a pivotal role in the successful establishment of a Small-cap focused investment vehicle, securing over

€13 million in funding within the first year.

01/2022 – 06/2022 KYC/KYB and Operations Analyst, Spendesk Financial Services France

● Handled the onboarding process for over 500 clients, achieving a 95% client satisfaction rate through efficient follow-up and personalized care.

● Implemented improvements in the onboarding workflow, reducing processing times by 20% and enhancing the overall client experience as well as ensuring strict adherence to regulatory compliance, resulting in zero compliance-related incidents.

● Improved troubled communication with partnered financial institutions, resulting in a 30% reduction in account management issues and an improved overall banking operational efficiency and speed. 08/2020 – 06/2021

Student Job, Customer Coach, Boulanger France

● Provided advice and follow-ups to clients.

● Utilization of various software tools for client interactions. 09/2020 – 12/2021

Student job, Salesman, Carrefour France

● Welcomed clients and learned different cashing and control methods. 08/2019 – 09/2019 Summer Assistant, BPI France France

● Diligently assisted in the management of more than 400 client files, showcasing meticulous attention to detail and organizational skills.

● Gained valuable exposure to the insurance sector, contributing to a comprehensive understanding of insurance practices and policies.

● Fostered strong relationships with our partnered french banks, specifically regarding payment methods, ensuring smooth and secure financial transactions resulting in a 10% reduction in payment processing times. 2017 – 08/2017

Administrative assistant, TopNap Consulting Qatar

● Conducted market studies in the Qatari oil market.

● Managed client files and communicated with clients. EDUCATION

09/ 2021 – Present Msc Financial Markets & Investments/NC STATE - Financial Analysis, Skema Business school USA/France

• Finance and Quants.

• Financial Portfolio management.

• Corporate finance.

• Financial reporting and analysis.

• Mathematical finance: statistics and econometrics.

• Asset valuation & behavioral finance.

09/2018 – 06/2021 Bachelor Economy and Finance, Catholic university of Lille France

• International economics.

• Monetary economics.

• Time value of money.

• Cost Management.

09/2016 – 06/2018 Bachelor in Business Administration École, ESSEC Business school France

• Visual basic for applications.

• Macroeconomic/ Microeconomic.

09/2014 – 06/2016 Baccalauréat Scientifique, Lycée privé Notre Dame France

• Graduated with High honors.

SKILLS

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Python

Expert

Experienced

Experienced

Experienced

R Studio

Rapid miner

Lingo

Bloomberg

Experienced

Experienced

Experienced

Experienced

LANGUAGES English

French

Native speaker

Native speaker

Spanish Conversational



Contact this candidate