Romain LAFONT
Transformation & IT Project Manager at Crédit Agricole Creditor Insurance (CACI)- Claim this Profile
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Français Native or bilingual proficiency
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Anglais Professional working proficiency
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Espagnol Native or bilingual proficiency
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Mandarin Elementary proficiency
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Bio
Filipe GRANCHO
Lors de son stage, Romain a démontré une bonne capacité d'écoute active avec un fort engagement dans la prise en charge des différentes demandes des clients. Sa curiosité naturelle et son implication lui ont permis de s'intégrer rapidement à l'équipe.
Filipe GRANCHO
Lors de son stage, Romain a démontré une bonne capacité d'écoute active avec un fort engagement dans la prise en charge des différentes demandes des clients. Sa curiosité naturelle et son implication lui ont permis de s'intégrer rapidement à l'équipe.
Filipe GRANCHO
Lors de son stage, Romain a démontré une bonne capacité d'écoute active avec un fort engagement dans la prise en charge des différentes demandes des clients. Sa curiosité naturelle et son implication lui ont permis de s'intégrer rapidement à l'équipe.
Filipe GRANCHO
Lors de son stage, Romain a démontré une bonne capacité d'écoute active avec un fort engagement dans la prise en charge des différentes demandes des clients. Sa curiosité naturelle et son implication lui ont permis de s'intégrer rapidement à l'équipe.
Credentials
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PRINCE2® Practitioner Project Management Certification
AXELOS Global Best PracticeOct, 2022- Oct, 2024 -
PRINCE2® Foundation Project Management Certification
AXELOS Global Best PracticeSep, 2022- Oct, 2024 -
Certificat Voltaire : score 958/1000 - Orthographe Expert
Certificat VoltaireMay, 2018- Oct, 2024 -
TOEIC Listening and Reading : score 930/990
TOEIC® ProgramMay, 2018- Oct, 2024 -
Certification Bloomberg Market Concepts
Bloomberg LPMar, 2018- Oct, 2024 -
Certification AMF
Autorité des marchés financiers (AMF) – FranceDec, 2017- Oct, 2024 -
TAGE MAGE : score 353/600
FNEGEApr, 2017- Oct, 2024 -
HSK1(一级): score 200/200
HanbanMar, 2016- Oct, 2024 -
TOEIC Listening and Reading: score 850/990
TOEIC® ProgramNov, 2016- Oct, 2024
Experience
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Crédit Agricole Creditor Insurance (CACI)
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Ireland
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Insurance
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100 - 200 Employee
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Transformation & IT Project Manager
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Oct 2020 - Present
CACI is the Crédit Agricole Assurances (CAA) Group subsidiary specialising in Creditor Protection Insurance (CPI) and is a market leader in France and Europe with around 30 partners in 6 countries. CACI has its main entity in Dublin and a branch in Milan. - Project management: analysis of existing specifications and needs, organization of project phases and committee, coordination of stakeholders and contributors, organization of workshops, management of user acceptance tests (UAT) - Change management: business communication, trainings, processes conception - Budget: project pipeline definition, budget monitoring and reporting - Mentoring and supervision of a Junior Project Manager Projects: Strategic: - contribution to a transversal IT migration (testing, go-live, post implementation, steering committees) - contribution to a web portal development for the international market - implementation of Microsoft O365 for 180+ employees in Dublin & Milan Transformation: - “Cloud to On Premises” CRM migration to secure the database of 467K clients - optimization of business tools (applications upgrades: finance and complaints tools) and processes (customer and employee journeys) • Carbon footprint referent: leading the carbon assessment for CACI Dublin & Milan, definition of a green trajectory to reduce carbon emissions, partnership with an educational charity for hardware recycling • Member of the Communication Committee (France, Ireland, Italy): internal communication (intranet, emailing, MS Teams) and external communication (LinkedIn), organization of cross-entity events. • Member of the Culture & Values Committee: event coordinators (sports challenges, diversity and inclusion awareness, seminars, etc.) Show less
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Banque Populaire Auvergne Rhône Alpes
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France
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Banking
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700 & Above Employee
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Financial Adviser for Professional Customers
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Aug 2019 - Sep 2020
Customers portfolio management (500+) - Creating loyalty, development and follow-up of customers relations - Managing clients' projects- Setting financial solutions (short and long term) - Setting payment solutions and marketing tools - Setting insurances and life insurances - Risks management- CRM management
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Financial Adviser for Professional Customers - Apprenticeship
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Oct 2018 - Jul 2019
Rhythm : 3 weeks working in a bank branch - 1 week of classes at Montpellier Business School, second year of Master's Degree. Customers portfolio management (400+) in tandem with an advisor : - Creating loyalty, development and follow-up of customers relations - Setting financial solutions (short and long term) - Setting payment solutions and marketing tools - Setting insurances and life insurances - Risks management- CRM management- Providing support to clients projects Show less
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Financial Adviser for Private Customers - Apprenticeship
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Sep 2017 - Sep 2018
Rhythm : 3 weeks working in a bank branch - 1 week of classes at Montpellier Business School, second year of Master's Degree.Customers portfolio management (600+): - Creating loyalty, development and follow-up of customers relations - Proposing products and services in line with customers and prospects needs - Setting financial solutions (bank loans and mortgages) - Setting insurances and life insurances - Risks management- CRM management
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Arrecife Gran Hotel & Spa*****
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Spain
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Hospitality
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1 - 100 Employee
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Guest Relations Officer - Internship
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May 2017 - Aug 2017
According to the codes of a five stars hotel: - welcoming and management of the VIP customers stay - international communication - promotion of the hotel events - information and sale of excursions - organization of a gala - management of customer complaints - measurement of hotel's performance with various KPI According to the codes of a five stars hotel: - welcoming and management of the VIP customers stay - international communication - promotion of the hotel events - information and sale of excursions - organization of a gala - management of customer complaints - measurement of hotel's performance with various KPI
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Citroën
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France
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Motor Vehicle Manufacturing
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700 & Above Employee
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Project Manager Assistant - Marketing
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Sep 2016 - Mar 2017
Within the scope of the third year of Bachelor's Degree, project management with the marketing project manager for the launching of the new Citroën C3: - market studies - partners' prospecting, telemarketing - development and implementation of a marketing plan with milestones - budget management Within the scope of the third year of Bachelor's Degree, project management with the marketing project manager for the launching of the new Citroën C3: - market studies - partners' prospecting, telemarketing - development and implementation of a marketing plan with milestones - budget management
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Crédit Agricole Centre France
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France
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Banking
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700 & Above Employee
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Client assistant - Internship
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May 2016 - Aug 2016
- client welcoming - day-to-day operations - management of the agency schedule - appointments in pairs with advisors - training colleagues to work on pads - client welcoming - day-to-day operations - management of the agency schedule - appointments in pairs with advisors - training colleagues to work on pads
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Conros Castle
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Cantal, Auvergne-Rhône-Alpes, France
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Multilingual tourist guide
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Jul 2015 - Aug 2015
- guided tours in French, English and Spanish - marketing actions : flyers, posters, website - translation of information mediums - guided tours in French, English and Spanish - marketing actions : flyers, posters, website - translation of information mediums
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Education
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Montpellier Business School
Master Thesis: Digital Era: Which marketing strategy for French rural banks ?, Marketing -
Montpellier Business School
Second year of Master's Degree in Management, Negociation and Sales | International Business Model Developer -
Montpellier Business School
First year of Master's Degree in Management, International Business -
Clermont Auvergne University
Bachelor's Degree Applied Foreign Languages - International Business, International Business -
Lycée Jean Monnet Aurillac
High School Degree in Sciences, with Honors