Relationship Manager - Individual Segment

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelNo experience limit
Education levelNo degree limit

Description

Job Summary: Responsible for developing and implementing relationship strategies with cooperative members, managing the product and service portfolio, and providing financial consulting. Key Highlights: 1. Engagement in developing and implementing relationship strategies 2. Management of product and service portfolio 3. Financial consulting focused on profitability and expansion **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8 a.m. to 5 p.m., with a 1-hour lunch break. **Level:** Professional **Employment Type:** Tenured \- CLT labor code Responsible for developing and implementing relationship strategies with cooperative members, including management of the product and service portfolio, support to business teams and branch processes—particularly for individual segment (PF) cooperative members—through marketing of existing portfolio products and services, as well as delivering financial consulting focused on cooperative members’ needs and the cooperative’s results, aiming at profitability and portfolio expansion, while promoting service quality, efficiency, and standardization; meeting established targets; and offering product and service solutions aligned with cooperative members’ expectations and loyalty within the manager’s area of responsibility. Branch: Jardim Cuiabá Branch Address: Av. das Flores, No. 945 \- SB MEDICAL \- Room 19 \- Jd. Cuiabá \- ZIP Code: 78\.043\-172 \- Cuiabá/MT **Requirements:** * Bachelor’s degree in Business Administration, Economics, or related fields; * Postgraduate degree/Specialization in Commercial/Business, financial products and services, or related areas; * ANBIMA CPA 10/20 certification; * Experience in the financial market and financial consulting; * Proficiency in negotiating financial products and services. **Here we promote social inclusion and value diversity; therefore, all our positions are open to People with Disabilities (PCD).** **Benefits:** ANBIMA CPA 10/20 Certification Allowance, Daycare Allowance, Therapy Allowance, Corporate Mobile Phone, Birthday Day Off (day off), Gympass (Wellhub), Health Insurance, Dental Insurance, Private Pension Plan, PRR \- Recognition and Reward Program, Life Insurance, Meal Voucher, Food Voucher, Transportation Voucher

Some content was automatically translated

Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

Similar jobs

Relationship Manager - Individual Segment by Indeed in 2026 | ok.com