Description
Job Summary:
A professional responsible for advising on portfolio development, supporting goal achievement, and conducting prospecting and relationship maintenance activities with cooperative members.
Key Highlights:
1. Advisory support in developing the product and service portfolio
2. Support in achieving strategic goals and objectives
3. Conducting prospecting visits and maintaining relationships
**Description and Responsibilities:**
**Working Hours:** Monday to Friday, 8:00 AM to 5:00 PM, with a 1-hour break.
**Level:** Professional
**Employment Type:** Permanent – CLT
* Advise on portfolio development (individuals, legal entities, or agribusiness, depending on assigned responsibility), contributing to increased usage volume of products and services aligned with the cooperative member’s profile;
* Support the achievement of goals and objectives established in the cooperative’s strategic plan;
* Conduct prospecting and relationship maintenance visits to better understand and strengthen relationships with cooperative members;
* Provide technical support to commercial analysts and assistants to ensure service quality and efficiency, goal attainment, and adherence to visit schedules;
* Rotate through the portfolio within timelines planned by the commercial strategy department, conducting visits as needed, phone calls, etc.;
* Monitor portfolio indicators and results using the management dashboard, and implement commercial strategies and action plans based on the cooperative’s strategic plan;
* Support credit recovery for cooperative members within one’s portfolio by collecting from delinquent members according to the cooperative’s current guidelines and regulations;
* Perform other duties related to the position.
**Requirements:**
* Completed undergraduate degree and postgraduate degree in Business Management or related fields;
* Relevant work experience in this role;
* Proficiency in sales techniques;
* In-depth knowledge of financial products and services;
* Familiarity with the financial market, credit cooperative legislation, credit policies and regulations, etc.;
* Proficiency in Microsoft Office Suite;
* CPA certification.
**Benefits:**
Seniority Bonus, Childcare/Babysitter Allowance, Education Allowance, Christmas Gift Card, School Kit for Dependents, Maternity/Paternity Kit, Nationwide Health Plan | Unimed, Nationwide Dental Plan | Uniodonto, Private Pension Plan, Profit-Sharing Program, Life Insurance, Meal/Voucher Allowance, Transportation Voucher