Relationship Manager

Indeed

Company

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

Description

Job Summary: Manage the PJ cooperative members' portfolio, aiming to become their primary financial partner through consultative approaches, ensuring excellence in service delivery and cooperative member experience. Key Highlights: 1. Manage the PJ cooperative members' portfolio 2. Retain and prospect cooperative members and new business opportunities 3. Excellence in service delivery and cooperative member experience **Description and Responsibilities:** **Working Hours:** 8:00 AM to 5:00 PM **Level:** Professional **Employment Type:** Permanent – CLT* Generate value for the cooperative member, the community, and the cooperative; * Manage the PJ cooperative members' portfolio, aiming to become the cooperative member's primary financial option through consultative, transparent, and results-driven approaches, thereby increasing the Product and Service Utilization Index aligned with market standards; * Foster relationships and retention to expand business, increase product usage volume, and minimize risks; * Achieve established targets by offering products and services aligned with cooperative members' expectations; * Ensure client base growth in alignment with defined business strategies; * Support sales teams in business development, serving as a technical reference within the assigned unit; * Prospect cooperative members and new business opportunities to strengthen relationships with existing members and expand the cooperative's reach within its operational area; * Guarantee excellence in service delivery and cooperative member experience. **Requirements:** Education: Bachelor's degree completed in Administration, Economics, or related fields. Specialization in Commercial and/or Business areas, or other fields relevant to this position. Certification: CPA 10 or 20 Technical Knowledge: * Computer skills (Microsoft Office Suite: Word, PowerPoint, Excel, Outlook); * Negotiation of financial products and services; * Customer service techniques; * Financial market; * Sales techniques; * Regulations issued by BACEN, CVM, and ANBIMA; * Financial mathematics; * Products and services (funding and credit, bank collections, etc.) **Benefits:** Annual bonuses, Medical assistance, Dental assistance, Gym allowance, Daycare allowance, Education allowance, Corporate mobile phone, Parking, Profit-sharing program, Private pension plan, Life insurance, Meal voucher, Food voucher, Transportation voucher

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Posted by

João Silva

Indeed · HR

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