Bachelor's degree in bancassurance management for individual clients

The Bachelor Personal Banking and Insurance Customer Advisor aims to train students to master the fundamentals of the job of sales advisor in the personal market and banking culture for retail banking activities (including in support functions or non-commercial entities).

At the end of this course, students will be able to:

• Welcome and advise an individual customer
• Advise an individual customer in a multi-channel environment
• Manage an account and monitor day-to-day transactions
• Propose solutions tailored to financing needs
• Develop an individual customer portfolio

Mastering day-to-day banking (72h)

Means of payment and associated services - Banking law and liability

Managing customer relations in a multi-channel environment(56h30)

"Winning" culture - Commercial negotiation - Managing incivilities

Digital writing - Ability to act with agility - Relational skills - Sharing best practice

Comprehending personal taxation(44h)

Rules for determining income - General tax calculation scheme - Reporting obligations

General principles of taxation - Customer characterisation via tax returns. Customer" characterisation via tax returns and tax notices

Making the most of commercial contacts

Mastering the "Savings" range (74h)

Bank savings -. Macroeconomic and financial culture

Financial savings - Life insurance savings

Implementing financing techniquest (46h)

Individual financing techniques - Project analysis and set-up

Putting together the financing file

Insurance advice(73h30)

The AERAS agreement - Insurance essentials(73h30)

The AERAS agreement - Insurance essentials(73h30)

The AERAS agreement - Insurance essentials(73h30)

The AERAS agreement - Insurance essentials(73h30)

The AERAS agreement - Insurance essentials Les essentiels de l'Assurance - Socle Assurance - Domaine Assurances

Compléments Alternance (54h30)

Présentation du parcours et lancement de la promotion - AMF - Connaissance du Groupe Crédit Agricole

Oral de synthèse - Révision des examens

• Professional degree

Find out more about this qualification (RNCP35964, exact wording of the diploma, name of the certifier, registration date of the qualification) by clicking here.

• All audiences

Level 5 (BTS DUT) in the specialist field or in the Tertiary field "Management - Accounting - Administration"

12 people

• Mixed training

• Group lessons

• Language laboratory
• Room equipped with networked computer workstations
• Unmarked room with video projector

Positioning upstream of training entry.

Interviews, remediation with the educational referent and/or company referent during training.

Taking into account beneficiary satisfaction during and at the end of training.

Education Nationale certified teachers, Bac +3 trainers with significant experience in adult training, professional speakers.

Trainers experienced in individualising learning.

Coursework assessments

Professional portfolio

Interview with a professional jury

Insertion into employment in:

• Customer manager;
• Sales adviser;
• Private customer adviser;
• Sales assistant/private customer assistant

Jobs held in a bank branch.

Access for people with disabilities

Transport

Métro 1 or 2 : Gare St Charles
Then 1 min walk

Close links with companies for a proven work-linked learning approach.

The BACHELOR is done in partnership with the DIFCAM (CFA DU RESEAU BANCAIRE DU GROUPE CREDIT AGRICOLE).