Description
Job Summary:
Professional to advise on developing the cooperative members' portfolio, supporting goal achievement and relationship maintenance.
Key Highlights:
1. Advisory support in developing the cooperative members' portfolio (individuals, legal entities, and agribusiness)
2. Support in achieving the cooperative's strategic goals and objectives
3. Prospecting visits and relationship maintenance
**Description and Responsibilities:**
**Schedule:** Monday to Friday, 8:00 AM to 5:00 PM with a 1-hour break.
**Level:** Professional
**Employment Type:** Permanent – CLT
* Advise on portfolio development (individuals, legal entities, or agribusiness, according to your responsibilities), contributing to increased volume of products and services used, aligned with members' profiles;
* Support the 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 service quality and efficiency, goal attainment, and adherence to visit schedules;
* Manage the portfolio within timelines planned by the commercial strategy department, conducting visits as needed, phone calls, etc.;
* Monitor portfolio indicators and results via the management dashboard, and implement commercial strategies and action plans based on the cooperative's strategic plan;
* Support credit recovery for members in your portfolio by collecting from delinquent members according to the cooperative's current guidelines and regulations;
* Other duties related to the position.
**Requirements:**
* Completed undergraduate degree and postgraduate degree in Business Management or related fields;
* Experience in this role;
* Proficiency in sales techniques;
* In-depth knowledge of financial products and services;
* Knowledge of the financial market, credit cooperative legislation, credit policies and regulations, etc.;
* Proficiency in Microsoft Office suite;
* CPA-10 certification\.
**Benefits:**
Seniority Bonus, Childcare/Babysitter Allowance, Education Allowance, Birthday Gift Card, Christmas Gift Card, School Supplies 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