Relationship Manager

Description

Job Summary: Responsible for developing and implementing relationship strategies with individual (PF) and corporate (PJ) cooperative members, managing portfolios, marketing products, and providing financial consulting to enhance profitability and loyalty. Key Highlights: 1. Development of relationship strategies with cooperative members 2. Consultative and transparent management of corporate client portfolios 3. Personalized, high-quality service for retention **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:** Permanent – CLT * Responsible for developing and implementing relationship strategies with cooperative members, including portfolio management of products and services, supporting business teams and PA-related processes for both individual (PF) and corporate (PJ) members, through marketing existing portfolio products and services, as well as delivering financial consulting focused on the cooperative member’s needs and the cooperative’s objectives, aiming at profitability and portfolio growth, promoting service quality, efficiency, and standardization, achieving established targets, and offering product and service solutions aligned with member expectations and loyalty within the assigned area of responsibility. * Generate value for cooperative members, the community, and the cooperative. * Manage the corporate cooperative member portfolio, striving to become the member’s primary financial partner through consultative, transparent, and results-driven approaches, aiming to increase the Product and Service Utilization Index aligned with the target market. * Foster relationships and loyalty, increasing business volume, expanding the range of products used, and minimizing risks. * Achieve established targets by offering product and service solutions aligned with cooperative members’ expectations. * Ensure portfolio results and performance with short-, medium-, and long-term perspectives. * Provide personalized, high-quality service to cooperative members in the assigned portfolio, supporting retention and loyalty. * Advise cooperative members in the assigned portfolio on financial matters. **Requirements:** * Education: Completed undergraduate degree; * Basic knowledge of Microsoft Office Suite (Word, PowerPoint, Excel, Outlook). * CPA10 or CPA20 certification * Dynamic and proactive; * Prior experience working with corporate clients (PJ) preferred; * Strong verbal and written communication skills; **Benefits:** Medical assistance, Childcare allowance, Education allowance, Clothing allowance, Commissions, Profit-sharing program, Private pension plan, Life insurance, Meal voucher, Food voucher, Transportation voucher