Job Summary: Managerial and executive professional for client service and prospecting, marketing of financial products, and portfolio management, with a focus on results and customer retention. Key Highlights: 1. Portfolio management and prospecting of new clients 2. Development of relationship-building and customer retention strategies 3. Marketing of financial products and services **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:00 AM to 5:00 PM, with a 1-hour lunch break. **Level:** Managerial and Executive **Employment Type:** Permanent – CLT * Provide service to individual and corporate members; * Market financial products and services; * Manage cooperative member portfolios and conduct visits; * Achieve targets established in the Strategic Plan for their unit of operation; * Develop and implement customer relationship strategies aimed at retention and satisfaction. * Identify business opportunities and engage in prospecting new clients. * Stay updated on market trends and best practices in customer relationship management. **Requirements:** * Bachelor's degree in Business Administration, Accounting, Economics, Financial Management, or related fields; * ANBIMA certification preferred; * Negotiation skills; * Excellent verbal and written communication skills; * Ability to work under pressure and meet deadlines; * Proactivity and results orientation; * Must reside in Belo Horizonte; * Driver's license category B. **Benefits:** Medical assistance, Childcare allowance, Education allowance, Corporate mobile phone, Commissions, Profit-sharing, Private pension, Life insurance, Meal voucher, Food voucher
João Silva
Indeed · HR
João Silva
Indeed · HR
