Commercial Assistant

Description

Job Summary: A professional responsible for commercial procedures, registrations, process monitoring, client support, and document organization, aiming for continuous improvement. Key Highlights: 1. Commercial and administrative support to clients and brokers 2. Management of documentation and commercial processes 3. Analysis and optimization of processes to improve productivity * Conduct commercial procedures with financial correspondents, clients, and brokers within the parameters established by the company; 2\. Act under the guidance of the Commercial/Trade Analyst. 1\. Register clients and documentation in systems. 2\. Monitor the progress of clients' commercial processes. 3\. Contact clients to request missing documentation. 4\. Generate proposals for negotiation with clients (simulator). 5\. Issue client contracts in the system. 6\. Send documentation, contracts, and proposals to brokers. 7\. Perform delivery and collection services for documentation at relevant agencies. 8\. Control and organize client documents. 9\. Support clients at stores. 10\. Clarify client inquiries regarding proposals, documentation, and developments. 11\. Register clients in the CRM system. 12\. Answer client phone calls, among other duties. 13\. Assemble client document dossiers upon request. 14\. Organize documents for clients (CEF Contract, registration certificate, and manual). 15\. Analyze key bottlenecks in processes and study ways to resolve them, proposing improvements and rationalization to enhance productivity and ensure quality; Ensure compliance with company regulations, procedures, and standards.