PJ Relationship Manager

Description

Job Summary: Manage and serve a portfolio of cooperative members, prospect new clients, and negotiate financial products and operations to expand market share and achieve targets. Key Highlights: 1. Manage and serve a portfolio of cooperative members 2. Conduct direct negotiations with members 3. Broad business vision **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:00 AM to 5:00 PM, with a 1-hour lunch break **Level:** Professional **Employment Type:** Permanent – CLT Manage and serve the portfolio of cooperative members through monitoring reports, prospecting visits, maintenance activities, and direct negotiation with members, in compliance with operational guidelines, thereby expanding market presence, achieving established sales and business targets, and supporting institutional growth, results, and member satisfaction aligned with their needs. 1\. New Client Prospecting \- Conduct in-person visits to predefined locations, offering services, products, and financial solutions tailored to client needs, aiming to increase the active membership base and product portfolio. 2\. Registration Update \- Collect required documents to keep internal records up to date, enabling better assessment of operations and business related to each member. 3\. Product Negotiation \- Offer products and services aligned with each member’s specific needs, based on a detailed understanding of the member’s profile, aiming to enhance user satisfaction, improve productivity, and strengthen member loyalty. 4\. Portfolio Management \- Manage the assigned client portfolio using specific reports and performance indicators, aiming to improve service quality, retain members, and reduce impact and risk to the cooperative. 5\. Financial Operation Negotiation \- Gather necessary information to conduct financial assessments using accounting data, interviews, and market knowledge, aiming to deliver accurate analysis of members’ actual financial needs and repayment capacity. **Requirements:** National Driver’s License and personal vehicle; Completed or ongoing undergraduate degree; CPA 10 certification, mandatory; CPA 20 or CEA certification, preferred; Experience with financial products; Experience managing PJ (Legal Entity) portfolios; Commercial skills; Proactivity, dynamism, and broad business vision; Residence in São Leopoldo or nearby areas. **Benefits:** Seniority Bonus, Childcare/Babysitter Allowance, Education Allowance, Supplementary Pension Plan, Discounted Services (Convenios), Payroll-Deductible Loans, Extended Maternity Leave, Performance Incentive Plan, Health Insurance, Dental Insurance, Life Insurance, Sicoob University, Meal Voucher