Corporate Relationship Manager

Description

Job Summary: A professional responsible for managing corporate (PJ) portfolios, conducting prospecting and relationship maintenance activities, and ensuring the achievement of the cooperative's strategic goals and objectives. Key Highlights: 1. Strategic management of corporate (PJ) portfolios and customer prospecting 2. Focus on achieving the cooperative's goals and objectives 3. Technical support to the sales team **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 * Manage the corporate (PJ) portfolio by analyzing the cooperative member's profile and developing action plans to increase business; * Conduct prospecting and relationship maintenance visits to better understand and strengthen relationships with cooperative members; * Ensure that the goals and objectives established in the cooperative's strategic plan are achieved; * Ensure portfolio turnover occurs within the timelines planned by the commercial strategy department; * Monitor portfolio indicators and results using the management dashboard, and implement commercial strategies and action plans based on the cooperative's strategic plan; * Manage the evolution of the portfolio under one's responsibility and supervise other positions supporting the corporate (PJ) portfolio; * Provide technical support to the sales team at the Service Point (PA) for business development, serving as the technical reference for the corporate (PJ) portfolio; * Identify improvement opportunities and implement actions aimed at achieving institutional objectives; * Manage post-sales activities and 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; * Knowledge of the financial market, credit cooperative legislation, regulations, credit policies, etc.; * Familiarity with IR analysis, balance sheets, trial balances, and financial statements; * Proficiency in Microsoft Office Suite; * CPA 10 certification\. **Preferred Qualifications** * CPA 20 certification\. **Benefits:** Annual Bonus, Childcare/Babysitting Allowance, Education Allowance, Birthday Gift Card, Christmas Gift Card, School Supplies Kit for Dependents, Maternity/Paternity Kit, National Health Insurance Plan | Unimed, National Dental Insurance Plan | Uniodonto, Private Pension Plan, Profit-Sharing Program, Life Insurance, Meal/Voucher Allowance, Transportation Voucher