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Relationship Manager

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelMore than 10 years
Education levelBachelor's Degree

Description

**Description and Responsibilities:** **Working Hours:** 08:30 to 17:30 (Lunch break: 1 hour) **Level:** Management and Executive **Employment Type:** Permanent – CLT Manage and develop the portfolio of cooperative members, focusing on business expansion and customer retention; Act consultatively by identifying needs and proposing appropriate financial solutions; Prospect new cooperative members and business opportunities; Commercialize financial products and services, ensuring alignment with the client’s profile; Conduct basic credit analysis and support structuring of operations; Monitor portfolio indicators, acting to improve profitability and control delinquency; Perform credit recovery and renegotiation of operations, when necessary; Ensure compliance with internal policies, regulations, and regulatory requirements; Support commercial initiatives, partnerships, and financial education programs in the community; Collaborate synergistically with the branch team to contribute to collective results. **Requirements:** Bachelor’s degree in Business Administration, Economics, or related fields; Experience in commercial activities or client relationship management within the financial sector; Experience in portfolio management and commercialization of financial products; Knowledge of sales and negotiation techniques; Understanding of the financial market and financial mathematics; ANBIMA C\-Pro R certification (mandatory). **Benefits:** Health and wellness programs, Seniority bonus, Medical assistance, Dental assistance, ANBIMA certification reimbursement \- 100% coverage of exam fee, Childcare or babysitter allowance, Education assistance covering up to 80% of tuition fees, Birthday day off, Commemorative events, Gympass \- Partnerships with studios, gyms, and wellness apps, Profit-sharing program (Annual), Development and coaching programs, Recognition for years of service at the cooperative, Life insurance, Telepsychology, Corporate university \- Courses and training, Meal voucher / food allowance

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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