Individual Relationship Manager

Description

Job Summary: Manage and develop the portfolio of individual cooperative members, fostering an advisory relationship and strengthening the bond with the cooperative, with emphasis on sustainable growth and member retention. Key Highlights: 1. Management and development of individual cooperative members' portfolios 2. Close and advisory relationship with focus on financial solutions 3. Focus on profitability, member retention, and prospecting of cooperative members **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8 a.m. to 5 p.m., with a 1-hour lunch break **Experience Level:** Not Specified **Employment Type:** Permanent – CLT This opportunity is to join the Sicoob Unique Br team in Campo Grande/MS, working in the Individual segment. Manage and develop the portfolio of individual cooperative members, fostering a close and advisory relationship, focusing on identifying opportunities, offering suitable financial solutions, and strengthening the bond with the cooperative, thereby contributing to sustainable growth and member retention. * Manage the portfolio of individual cooperative members, focusing on relationship building, profitability, and retention. * Prospect new cooperative members and expand the relationship base. * Identify financial needs and offer solutions such as credit, investments, insurance, consortia, and other financial products. * Act in an advisory capacity, guiding cooperative members toward optimal use of products and services. * Monitor portfolio indicators to achieve established targets. * Conduct financial profile and capacity analysis to support credit granting decisions. * Ensure excellence in service delivery, promoting a positive experience for cooperative members. * Operate in compliance with internal policies, regulatory standards, and cooperative principles. **Requirements:** * Completed undergraduate degree in Business Administration, Economics, Accounting, Financial Management, or related fields. * Experience in customer service and portfolio management for individual clients in financial institutions or credit cooperatives. * Knowledge of financial products and services. * Commercial mindset and results-oriented approach. * ANBIMA CPA-10 or CPA-20 certification is mandatory. **Benefits:** Medical assistance, Dental assistance, Childcare allowance, Education allowance, Day off, Flu vaccination immunization, Profit-sharing program, ANBIMA certification reimbursement, Life insurance, Uniform, Meal allowance/food voucher, Transportation allowance