Pool de Talentos - Customer Relations - PJ
Core
Manage a portfolio of small and medium-sized business clients (annual revenue 15M–50M) as a financial consultant to maximize business opportunities through relationship building, needs analysis, and assertive product commercialization.
Role type
B2B financial sales consultant
Builds
Financial products and services for SMB clients
Domain
Financial services / Fintech
Required skills
B2B relationship management, financial product sales, client needs analysis, sales pipeline management, consultative selling
Preferred skills
Investment/insurance knowledge, fintech experience, Salesforce, Salesforce, consultative selling methodologies
Technologies
Salesforce, Excel
Responsibilities
Analyze client needs to identify commercial opportunities; Ensure superior personalized service standards; Manage individual sales pipeline from prospecting to closing; Stay updated on financial market trends; Propose improvements to commercial and operational processes; Ensure high customer satisfaction through proactive follow-up; Meet monthly commercial targets; Fulfill all client agreements and deadlines on time.