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Corporate Relationship Manager

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelNo experience limit
Education levelBachelor's Degree

Description

**Job Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8 a.m. to 5 p.m., with a 1-hour lunch break. **Level:** Professional **Employment Type:** Permanent – CLT **Job Mission:** Responsible for developing and implementing relationship strategies with corporate members (Legal Entities), through portfolio management of products and services and support to business teams. Provide personalized financial consulting to meet members’ needs and contribute to the cooperative’s results, with a focus on member retention, sustainable growth, and service quality. **Key Responsibilities:** * Manage the corporate member (Legal Entity) portfolio, including prospecting, client visits, consultative service delivery, and offering customized financial solutions. * Achieve established targets by increasing corporate members’ participation in the portfolio of products and services. * Promote financial education within the community, strengthening relationships and the cooperative’s distinctive value proposition. * Ensure effective promotion of products and services, highlighting competitive advantages and the cooperative’s differentiators. * Ensure compliance with regulatory standards (BACEN, CVM, ANBIMA) and the cooperative’s internal policies. * Prevent delinquency and support credit recovery, proposing renegotiation when necessary. * Support decision-making with market intelligence, portfolio reports, and performance indicator analysis. **Requirements:** **Requirements:** * Completed undergraduate degree in Business Administration, Economics, Accounting, or related fields. * ANBIMA CPA and C\-PRO R certifications. * Proficiency in sales and negotiation techniques. * Experience in customer service and sales of products and services. * Interpersonal communication, organization, and planning skills. * Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). **Preferred Qualifications:** * ANBIMA C\-PRO I certification. * Postgraduate degree or MBA in Business/Finance. * Experience in credit cooperatives or financial institutions. * Experience managing corporate portfolios. **Benefits:** Childcare allowance, Education allowance, Reading allowance, Therapy allowance, Day Off, Annual profit-sharing, Health insurance, Dental insurance, Private pension plan, Life insurance, Meal voucher, Wellhub

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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