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PJ Relationship Manager

Indeed

Company

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

Description

Job Summary: A professional responsible for managing a cooperative member portfolio, prospecting new clients, negotiating financial products and services, managing delinquency, and contributing to institutional growth while ensuring cooperative member satisfaction. Key Highlights: 1. Cooperative member portfolio management and prospecting 2. Marketing of financial products and services 3. Results-oriented focus and achievement of targets **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:30 AM to 5:30 PM, with a 1-hour lunch break. **Experience Level:** Professional **Employment Type:** Permanent – CLT **Brief Description:** Manage the cooperative member portfolio and monitor its evolution through managerial reports; conduct visits for prospecting and negotiating products and services, aiming at institutional and results growth, meeting established targets, and ensuring cooperative member satisfaction. **Main Responsibilities:** * Manage the portfolio; * Prospect new cooperative members; * Conduct new business through visits and foster loyalty among new cooperative members; * Market the cooperative’s products and services; * Prepare and monitor credit proposals via electronic proposal; * Manage delinquency; * Support the development and improvement of products and services; * And other related activities. **Requirements:** **Required Qualifications:** * Completed or ongoing undergraduate degree in Business Administration, Accounting Sciences, Economics, or related fields; * Knowledge of financial institution products and services; * Experience in customer service and negotiation; * Market risks (credit, delinquency, etc.); * Active ANBIMA certification; * Proficiency in Microsoft Office 365\. **We seek candidates who possess:** * Strong verbal and written communication skills; * Good interpersonal relationship skills; * Results-oriented focus and commitment to achieving targets. **Preferred Qualifications:*** Postgraduate degree in Human Resources Management, Finance, and/or Administration; * **Respect and appreciation for people are core values of ours; additionally, we have inclusive initiatives, and all our positions are open to persons with disabilities (PCDs).** * **Our contact will be made via e-mail. Please stay alert! :)** **Benefits:** Seniority Bonus, Childcare/Babysitter Allowance, Education Allowance, Target Incentive Plan, Health Insurance, Dental Insurance, Life Insurance, Sicoob University, Meal Voucher, Food Voucher, Transportation Voucher, Wellhub, Zenklub

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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