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Individual Relationship Manager

Indeed

Company

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

Description

Job Summary: Manage individual members' portfolio, prospect and negotiate products and services to drive member growth and satisfaction. Key Highlights: 1. Management of Individual Member Portfolio 2. Marketing of Cooperative Products and Services 3. Assistance in the Development and Improvement of Products and Services **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:30 AM to 5:30 PM, with a 1-hour lunch break. **Experience Level:** Professional **Employment Type:** Permanent – CLT **Brief Description**: Manage the individual members' portfolio and monitor its evolution through management reports; conduct visits for prospecting and negotiating products and services to support institutional growth and results, achieve established targets, and ensure member satisfaction. **Main Responsibilities:** * Manage the individual member portfolio; * Prospect new members; * Generate new business through visits and foster loyalty among new members; * Market Cooperative products and services; * Prepare and monitor credit proposals via electronic proposal system; * Manage delinquency (collections); * Assist in the development and improvement of products and services; * And other related activities. **Requirements:** **Required Qualifications:** * Bachelor's degree completed or in progress in Administration, Accounting, Economics, or related fields; * Knowledge of financial institution products and services; * Experience in customer service and negotiation; * Market risk knowledge (credit risk, delinquency, etc.); * Valid ANBIMA certification; * Proficiency in Microsoft Office 365\. **We Are Looking For Someone With:** * Strong verbal and written communication skills; * Good interpersonal relationship skills; * Results-oriented mindset and commitment to achieving targets. **Benefits:** Anniversary Bonus, Childcare/Babysitter Allowance, Education Allowance, Day-Off, Extended Maternity Leave, Performance Incentive Plan, Health Insurance, Dental Insurance, Salary, Life Insurance, Sicoob University, Meal Voucher, Food Allowance, Transportation Voucher, Wellhub, Zenklub

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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