Job Summary: Responsible for account opening, marketing of financial products, customer prospecting, and portfolio management, including investment monitoring and credit recovery. Key Highlights: 1. Handling commercial demands and prospecting new opportunities 2. Managing and expanding the customer portfolio, fund raising and allocation 3. Credit assessment and investment monitoring **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:30 AM to 5:30 PM, with a 1-hour lunch break **Level:** Managerial and Executive **Employment Type:** Tenured \- CLT labor code Responsible for commercial activities, including: account opening; marketing of financial products and services; prospecting new customers and business opportunities in the market; visiting members; providing financial guidance to customers/members; monitoring and being accountable for portfolio growth, fund raising and allocation; assessing credit requests from members within the assigned portfolio; monitoring investments within the portfolio and managing credit recovery processes; monitoring outstanding balances within the portfolio. **Requirements:** Bachelor's degree in Administration, Economics, Accounting Sciences, or related fields. Minimum 5 years of experience in this role or a related field. Certifications/Registration with Professional Regulatory Body \- CPA10\. Availability to work in the city of Limeira. **Benefits:** Medical assistance, dental assistance, gym allowance, childcare allowance, profit-sharing program, life insurance, cultural allowance, meal voucher, food voucher, transportation voucher
João Silva
Indeed · HR
João Silva
Indeed · HR
