Espec Patri Consorcio
Core
Actuar como Especialista Patrimonial na gestão consultiva de uma carteira de clientes, oferecendo soluções personalizadas de consórcios para fortalecer o relacionamento e gerar valor.
Role type
Specialist, client-facing sales and relationship management
Builds
Personalized consortium proposals and client portfolio growth
Domain
Banking / Wealth Management / Consumer Finance
Deliverable
product features
Required skills
Commercial sales focus, client relationship management, portfolio management, business development, knowledge of consortium products, Office suite proficiency
Preferred skills
Post-graduate degree in related areas
Technologies
Office suite
Responsibilities
Ensure quality and satisfaction in client service regarding consortiums; Act in person with clients at Santander agencies; Contribute to business development with excellence in service; Create personalized strategies aligned with client needs; Develop long-term relationships with the client portfolio; Structure personalized consortium proposals aligned with different client profiles.