I am a dynamic, self-motivated and honest Client Relationship Manager with experience overseeing clients, accounts and campaigns. I have a proven track record dealing with both Public and Private Sector organisations. My professional and flexible working methods help me to service my clients whilst always being mindful of their culture, aims and integrity. I enjoy working on...
I am a dynamic, self-motivated and honest Client Relationship Manager with experience overseeing clients, accounts and campaigns. I have a proven track record dealing with both Public and Private Sector organisations. My professional and flexible working methods help me to service my clients whilst always being mindful of their culture, aims and integrity. I enjoy working on projects and campaigns at all stages including, conceptualisation, research, delivery and engagement. I am confident, trustworthy and likable which makes me an asset to any team that needs someone to client face. I believe in ROI and will always go above and beyond when given the opportunity to work in a role which is worth while and fulfilling.Sales & Marketing @ From September 2015 to Present (4 months) Marketing and Sales @ Completion and project management of detailed client proposals (RFPs) in close cooperation with the Sales Lead and the involved departments, by leveraging global and local resources Contribution to the maintenance of standard RFP responses in the database Close cooperation with other team members in Europe and other regions for joint projects, ensuring consistency in marketing procedures Build up strong working relationships with the sales teams, product specialist and different departments to ensure proposal input is accurate, persuasive and timely Develop understanding of BNP IP products, strategies, structure, and unique selling points From February 2015 to Present (11 months) London, United KingdomRelationship Manager @ From May 2012 to January 2015 (2 years 9 months) FIG Relationship Manager @ European Insurance Companies and Funds • Support product development and analyse and report on the associated credit risk and structural issues. • Preparation of marketing materials and quantitative analysis including financial forecasting and valuations. • Responsibility for the credit analysis and transactional development for insurance and funds related deals • Liaise with the legal department and assist in the negotiation of ISDA/CSA and other legal doc. • Monitor the main industrial trends and the changes in legal environment. • Pro active part in the achievement of the team’s financial and operational targets From October 2010 to April 2012 (1 year 7 months) FIG Coverage @ • Proactively engaged with business units and bankers to understand and to assess credit needs of insurance companies and to present them in front of the credit committee and board of directors for the most important files. • Assist the senior banker and different business lines in the client meetings, preparation of presentation and call reports. • Clients visits with senior relationship managers and business lines • Analysis of the counterpart, providing an internal rating and GRR. • Liaise with the legal department and assist in the negotiation of ISDA/CSA and other legal doc. From December 2008 to October 2010 (1 year 11 months) Paris Area, FrancePerformance Analyst and Italian Market Originator @ • Preparation of performance and risk reports for several Italian and French investment funds. • Measuring on a daily, weekly and monthly basis the contribution of the asset managers to help them to improve their investment process. • Constantly liaise with fund managers to ascertain their ongoing requirements to drive improvements in the reporting delivered • Request for Proposal writing and visit new client’s prospects with senior Global Relationship Managers in order to sell our products. From March 2006 to November 2008 (2 years 9 months) Paris Area, FranceCems, Master in International Management @ Handelshøjskolen i København From 2004 to 2005 Degree, Business Administration @ Università Commerciale 'Luigi Bocconi' From 2000 to 2004 Lorenza Lupetti is skilled in: Financial Markets, Fixed Income, Equities, Derivatives, Portfolio Management, Investment Banking, Banking, Asset Managment, Capital Markets, Bloomberg, Financial Risk, Financial Modeling
Generali Investments Deutschland KAGmbH
Sales & Marketing
September 2015 to Present
BNP Paribas Investment Partners
Marketing and Sales
February 2015 to Present
London, United Kingdom
City Fund Management
May 2012 to January 2015
FIG Relationship Manager
October 2010 to April 2012
December 2008 to October 2010
Paris Area, France
BNP Paribas Investment Partners
Performance Analyst and Italian Market Originator
March 2006 to November 2008
Paris Area, France
What company does Lorenza Lupetti work for?
Lorenza Lupetti works for Generali Investments Deutschland KAGmbH
What is Lorenza Lupetti's role at Generali Investments Deutschland KAGmbH?
Lorenza Lupetti is Sales & Marketing
What industry does Lorenza Lupetti work in?
Lorenza Lupetti works in the Banking industry.
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