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Relationship Agent

Indeed

Company

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

Description

Job Summary: Responsible for serving and retaining customers by presenting solutions and selling products and services, aiming for high performance and goal achievement. Key Highlights: 1. Customer service and retention 2. Customer portfolio management 3. Opportunity to enhance business performance **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:00 AM to 5:00 PM, with a 1-hour lunch break **Experience Level:** Professional **Employment Type:** Full-time – CLT Responsible for serving existing and potential customers, identifying their needs, presenting\-them with suitable solutions, and offering products and services from the portfolio to meet their expectations; closing sales upon acceptance and forwarding processes to respective departments, including renewals and portfolio management, with the aim of fulfilling all customer needs, ensuring their satisfaction and loyalty, enhancing business performance, and achieving set goals. **Requirements:*** Currently pursuing a bachelor's degree in Business Administration, Economics, Accounting, or related fields; * CPA 10 certification is desirable; * Proficiency in Microsoft Office suite; * Familiarity with financial institutions and credit cooperatives is desirable; * Knowledge of sales techniques, negotiation, and financial mathematics. **Benefits:** Medical assistance, Dental assistance, Childcare allowance, Internal benefits, Profit-sharing program, Private pension plan, Life insurance, Meal voucher, Transportation voucher, Wellhub (Gympass)

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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