Strategic Client Advisor

Há 2 dias

São Paulo, São Paulo, Brasil beBeeClientAdvisor Tempo inteiro R$80.000 - R$120.000
Job Description

As a Strategic Client Advisor, you will play a vital role in supporting the Banker in creating and executing sales and marketing strategies to drive revenue growth and acquire new clients. This involves conducting market research, generating leads, developing prospects, and coordinating client events.

You will also assist the Banker in profiling, qualifying, and converting prospects into valued clients. Your responsibilities will include organizing pre-call planning, maintaining post-meeting notes, and ensuring accurate and timely revenue tracking and deal pipeline reports.

Additionally, you will provide day-to-day support to the Banker on documentation such as account opening and closing, loan disbursals, and other administrative tasks. You will also ensure that all client records and documentation are completed and updated.

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