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Relationship Manager

Indeed

Company

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

Description

Job Summary: Manage the cooperative members' portfolio, prospect new clients, negotiate financial products and services, manage delinquency, and support the development of solutions for institutional growth and member satisfaction. Key Highlights: 1. Strategic management of the cooperative members' portfolio 2. Focus on prospecting and negotiating financial products 3. Development of solutions and institutional growth **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:30 AM to 5:30 PM, with a 1-hour lunch break. **Experience Level:** Professional **Employment Type:** Permanent – CLT **Brief Description:** Manage the cooperative members' portfolio and monitor its performance through managerial reports; conduct visits for prospecting and negotiating products and services to drive institutional growth and results, achieve established targets, and enhance member satisfaction. **Main Responsibilities:** * Manage the portfolio; * Prospect new cooperative members; * Generate new business through visits and foster loyalty among new cooperative members; * Market the cooperative's products and services; * Prepare and monitor credit proposals via electronic proposal; * Manage delinquency; * Support the development and improvement of products and services; * And other related activities. **Requirements:** **Required Qualifications:** * Bachelor's degree completed or in progress in Business Administration, Accounting, Economics, or related fields; * Knowledge of financial institutions' products and services; * Experience in customer service and negotiation; * Market risks (credit, delinquency, etc.); * Valid ANBIMA certification; * Proficiency in Microsoft Office 365\. **We are looking for someone who has:** * Strong verbal and written communication skills; * Good interpersonal relationship skills; * Results-oriented mindset and focus on achieving targets. **Preferred Qualifications:** * Postgraduate degree in Human Resource Management, Finance, and/or Administration; * **Respect and appreciation for people are core to our values; additionally, we run inclusive initiatives, and all our positions are open to persons with disabilities (PCDs).** * **Our contact will be made via e-mail. Please stay alert! :)** **Benefits:** Seniority Bonus, Childcare/Babysitter Allowance, Education Allowance, Performance Incentive Plan, Health Insurance, Dental Insurance, Life Insurance, Sicoob University, Meal Voucher, Food Voucher, Transportation Voucher, Wellhub, Zenklub

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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