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Corporate Relationship Manager

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelNo experience limit
Education levelNo degree limit

Description

Job Summary: Manage the corporate cooperative members' portfolio, promoting relationship building, customer retention, and goal achievement through product and service offerings, aiming at business development. Key Highlights: 1. Consultative portfolio management for corporate cooperative members 2. Focus on relationship building and customer retention to expand business 3. Business development and technical reference within the unit **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 * Manage the corporate cooperative members' portfolio, striving to become the members' primary financial option through consultative, transparent, and results-driven approaches; * Foster relationships and customer retention to increase business volume, broaden the range of products used, and minimize risks; * Achieve established targets by offering tailored product and service solutions aligned with cooperative members' expectations; * Ensure growth in the cooperative membership base in accordance with established business strategies; * Guarantee portfolio performance and results with short-, medium-, and long-term perspectives; * Promote offered products and services—including their advantages, benefits, interest rates, terms, commercial conditions, and the unique value proposition of cooperativism; * Provide financial guidance to cooperative members within your portfolio; * Drive business development and serve as the technical reference within your operational unit; * Provide necessary data for analysis and decision-making; * Manage overdue collections to minimize the cooperative's delinquency rate; * Oversee and execute credit recovery efforts related to members. **Requirements:** * Completed undergraduate degree in Business Administration, Economics, or related fields; * Postgraduate specialization (completed or in progress) in Commercial Areas, Financial Products, or related disciplines is desirable; * Possession of CPA 10, CPA 20, and CEA certifications; **Benefits:** ACERCC \- Cultural, Sports and Recreational Association Copérdia e Crediauc, Annual Bonus, Daycare/Nanny Assistance, Education Assistance, Service Anniversary Bonus, ANBIMA Certifications, Payroll-Deductible Loan, Birthday Leave, Health Insurance Plan, Dental Insurance Plan, PPR \- Profit Sharing Program, Private Pension Plan, Life Insurance, Uniform, Meal Voucher

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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