Client Loyalty Manager

Há 4 dias

Toledo, Paraná, Brasil beBeeFinancial Tempo inteiro R$100.000 - R$115.000
Job Title:

A Relationship Manager plays a crucial role in fostering strong client relationships and promoting loyalty by providing personalized service aligned with our Cooperative's strategy.

  • The successful candidate will manage client portfolios as a Financial Planner, focusing on sustainability and strategy.
  • Identify new business opportunities and acquire credit portfolios for individuals, prioritizing client loyalty.
  • Meet pre-established production targets and maintain high customer satisfaction levels.
  • Monitor credit cycles and initiate collection procedures when necessary.
  • Handle formalities related to business transactions.
Key Requirements:
  • Higher education in a relevant field such as finance or accounting.
  • Post-graduation or in progress in a related field like financial planning.
  • CPA-10 certification from Anbima is required.
  • Experience in customer service and financial markets is essential.
Preferred Qualifications:
  • CPA-20 certification from Anbima is highly desirable.
  • Experience serving high-income clients is an advantage.
Necessary Technical Knowledge:
  • Financial products and services including personal credit management.
  • Economic scenario analysis and financial mathematics.
  • Financial consulting and cooperative banking principles.

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