Individual Relationship Manager

Description

Job Summary: A professional to manage relationships with high-income cooperative members, focusing on consultative service, retention, and portfolio profitability by offering customized financial solutions. Key Highlights: 1. Consultative service and retention of high-income customers 2. Management of high-income cooperative members' portfolio (individuals) 3. Participation in strategic initiatives and premium events **Description and Responsibilities:** **Working Hours:** 40 hours per week **Level:** Professional **Employment Type:** Permanent – CLT We are seeking a professional to manage relationships with high-income cooperative members, focusing on consultative service, retention, and portfolio profitability. Responsibilities: Responsible for managing the high-income (individuals) cooperative members' portfolio, offering customized financial solutions aligned with each member’s profile and objectives. Engage in prospecting new cooperative members, strengthening relationships, and identifying business opportunities. Also participate in strategic initiatives, events, and activities targeting the premium audience, emphasizing service excellence, value creation, and long-term relationship building. **Requirements:** \- CPA \- 20; * Completed undergraduate degree (Business Administration, Economics, Accounting or related fields); * Experience in customer portfolio management, with focus on prospecting, relationship management, and retention; * Strong communication skills, proactivity, and results orientation; * Knowledge of financial products and services. **Benefits:** Medical assistance, Dental assistance, Gym allowance, Education allowance, Profit-sharing program, Life insurance, Meal voucher