Espec Clientes B2 I
Core
Manage and monetize a portfolio of corporate clients (Pessoa Jurídica) by providing consultative financial solutions and expanding the client base through active prospecting.
Role type
Corporate Banking Specialist (B2)
Builds
Financial products and services for small-to-medium enterprises (SMEs) with annual revenue between R$ 10M and R$ 30M.
Domain
Banking / Corporate Finance
Deliverable
client delivery
Required skills
Corporate client relationship management, active sales/prospecting, risk management, financial statement analysis, regulatory compliance knowledge
Preferred skills
CPA 10 or CPA 20 certification, post-graduate degree, experience in corporate banking, knowledge of banking products
Technologies
Microsoft Office
Responsibilities
Manage and monetize the corporate client portfolio, expand the client base through active market prospecting, develop the portfolio strategically, manage portfolio risk ensuring compliance, maintain continuous client relationships through visits.