Description
Job Summary:
A managerial and executive professional responsible for commercial demands, customer prospecting, marketing of financial products, and portfolio management.
Key Highlights:
1. Managerial and executive performance
2. Customer portfolio management
3. Prospecting for new business
**Description and Responsibilities:**
**Working Hours:** Monday to Friday, from 8:30 AM to 5:30 PM, with a 1-hour lunch break
**Level:** Managerial and Executive
**Employment Type:** Permanent – CLT
Responsible for commercial demands, including: account opening; marketing of financial products and services; prospecting new customers and new business opportunities in the market; visiting members; providing financial guidance to customers/members; monitoring and assuming responsibility for portfolio growth, resource acquisition and application; evaluating credit granting requests from members within the portfolio; monitoring portfolio investments and managing credit recovery processes; monitoring outstanding balances within the portfolio.
**Requirements:**
Bachelor’s degree in Administration, Economics, Accounting Sciences, or related fields.
Minimum 5 years of experience in this role or a related field.
Certifications/Registration with Professional Regulatory Body \- CPA10\.
Availability to work in the city of Americana.
**Benefits:**
Medical assistance, dental assistance, gym allowance, childcare allowance, profit-sharing program, life insurance, cultural voucher, meal allowance, food voucher, transportation voucher