Description
Job Summary:
Professional responsible for developing a client portfolio, supporting strategic goals, and conducting prospecting and relationship maintenance, with a focus on quality and agility.
Key Highlights:
1. Advisory support in developing and expanding portfolios (individuals, legal entities, agribusiness).
2. Conducting visits for prospecting and relationship maintenance.
3. Monitoring performance indicators and implementing commercial strategies.
**Description and Responsibilities:**
**Working Hours:** Monday to Friday, 8:00 AM to 5:00 PM, with a 1-hour break.
**Experience Level:** Professional
**Employment Type:** Permanent – CLT
* Provide advisory support in portfolio development (individuals, legal entities, or agribusiness, as per assigned responsibility), contributing to increased volume of products and services used, aligned with the cooperative member’s profile;
* Support achievement of goals and objectives established in the cooperative’s strategic plan;
* Conduct prospecting and relationship maintenance visits to better understand and strengthen relationships with cooperative members;
* Provide technical support to commercial analysts and assistants to ensure quality and agility in customer service, goal attainment, and adherence to visit schedules;
* Rotate the portfolio within timelines established by the commercial strategy department, conducting visits whenever required, making phone calls, etc.;
* Monitor portfolio indicators and results using the management dashboard, and implement commercial strategies and action plans based on the cooperative’s strategic plan;
* Support credit recovery for members within the assigned portfolio by collecting from delinquent members in accordance with the cooperative’s current guidelines and regulations;
* Perform other duties related to the position.
**Requirements:**
* Completed undergraduate degree and postgraduate degree in Business Management or related fields;
* Relevant work experience;
* Proficiency in sales techniques;
* In-depth knowledge of financial products and services;
* Familiarity with the financial market, credit cooperative legislation, credit policies and regulations, etc.;
* Proficiency in Microsoft Office suite;
* CPA-10 certification\.
**Benefits:**
Seniority Bonus, Childcare/Babysitting Allowance, Education Allowance, Birthday Gift Card, Christmas Gift Card, School Kit for Dependents, Maternity/Paternity Kit, National Health Plan \| Unimed, National Dental Plan \| Uniodonto, Private Pension Plan, Profit-Sharing Program, Life Insurance, Meal/Voucher Allowance, Transportation Voucher