PJ Relationship Manager

Description

Job Summary: A professional responsible for managing the PJ (legal entity) portfolio, prospecting and maintaining relationships with cooperative members, aiming to achieve targets and ensure business growth. Key Highlights: 1. Strategic management of PJ portfolio and relationship management with cooperative members 2. Focus on achieving targets and business growth 3. Commercial team support and technical reference for the PJ portfolio **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 * Manage the legal entity (PJ) portfolio by analyzing cooperative members' profiles and developing action plans to increase business; * Conduct prospecting and relationship maintenance visits to understand and strengthen relationships with cooperative members; * Ensure achievement of goals and objectives established in the cooperative's strategic plan; * Ensure portfolio turnover occurs within timelines planned by the commercial strategy department; * Monitor portfolio indicators and results using the management dashboard, and implement commercial strategies and action plans based on the cooperative's strategic plan; * Manage the growth of the portfolio under their responsibility and supervise other roles supporting the PJ portfolio; * Provide support to the commercial team at the Service Point (PA) for business development, serving as the technical reference for the PJ portfolio; * Identify improvement opportunities and implement actions aimed at achieving institutional objectives; * Manage post-sales activities and other duties related to the position. **Requirements:** * Completed undergraduate degree and postgraduate degree in Business Management or related fields; * Experience in this role; * Proficiency in sales techniques; * In-depth knowledge of financial products and services; * Knowledge of the financial market, credit cooperative legislation, regulations, credit policies, etc.; * Familiarity with IR analysis, balance sheets, trial balances, and financial statements; * Proficiency in Microsoft Office suite; * CPA 10 certification. **Preferred Qualifications** * CPA 20 certification. **Benefits:** Anniversary Bonus, Childcare/Babysitter Allowance, Education Allowance, Birthday Gift Card, Christmas Gift Card, School Kit for Dependents, Maternity/Paternity Kit, National Health Plan | Unimed, National Dental Plan | Uniodonto, Private Pension Plan, Profit-Sharing Program, Life Insurance, Meal/Voucher Food Allowance, Transportation Allowance