Relationship Manager (PA Barreiro)

Description

Job Summary: Responsible for portfolio development, implementation of B2B client relationship strategies, product and service management, and financial consulting to enhance profitability and customer loyalty. Key Highlights: 1. Managerial and executive position under CLT employment regime 2. Focus on business-to-business (B2B) client relationship management and financial consulting 3. Portfolio management and profitability strategies **Description and Responsibilities:** **Working Hours:** Monday to Friday **Level:** Managerial and Executive **Employment Type:** Permanent – CLT Responsible for portfolio development and for developing and implementing client relationship strategies, including managing the portfolio of products and services, supporting business teams and PA-related processes for corporate clients (PJ), through marketing of existing portfolio products and services, as well as delivering financial consulting focused on the cooperative member’s needs and the cooperative’s results, aiming at profitability and portfolio expansion, while promoting service quality, efficiency, and standardization, achieving established targets, and offering solutions in products and services aligned with client expectations and loyalty within the incumbent’s area of responsibility. **Requirements:** * Completed postgraduate degree in fields related to the role and the cooperative’s business * Active CPro-R certification * Prior experience in corporate (PJ) portfolio management is desirable * Experience in prospecting new clients/members * Proficiency in Microsoft Office suite * Expertise in negotiation of financial products and services * In-depth knowledge of credit cooperative legislation * Proficiency in customer service techniques, sales techniques, and the financial market * Proficiency in credit policies and financial mathematics * Familiarity with regulations issued by BACEN, CVM, and ANBIMA * Proficiency in products and services (funding and credit, bank collections, etc.) **Benefits:** Medical insurance, Dental insurance, Babysitting allowance, Daycare allowance, Education allowance, Christmas basket, Birthday day off, Gympass, Profit-sharing program, Career development plan, Private pension plan, Variable compensation, Life insurance, Corporate university, Commuting allowance, Meal allowance, Food allowance