Espec Clientes B2
Core
Manage and monetize a portfolio of corporate clients (Pessoa Jurídica) through consultative relationships and tailored financial solutions.
Role type
B2 corporate account manager (specialist)
Builds
Financial products and services for mid-sized companies
Domain
Banking / Corporate Finance
Deliverable
client delivery
Required skills
corporate client relationship management, active market prospecting, risk management, financial statement analysis, regulatory compliance, sales experience
Preferred skills
CPA 10 or CPA 20 certification, post-graduate degree, knowledge of banking products, revenue analysis
Technologies
Microsoft Office
Responsibilities
Manage and monetize the corporate client portfolio, expand the client base through active prospecting targeting companies with R$ 10M–R$ 30M annual revenue, develop the portfolio strategically, manage portfolio risk ensuring compliance, maintain continuous client relationships via visits.