Prospect and qualify potential individual investors in Day Trade, focusing on clients who have registered but not yet activated their accounts
Job Summary
Prospect and qualify potential individual investors in Day Trade, focusing on clients who have registered but not yet activated their accounts.
Act at operational, tactical, and strategic levels with areas that directly and indirectly impact the final client, maintaining the CRM updated for sales funnel performance tracking.
Santander Corretora aims to generate financial freedom by combining agility, technology, and global solidity, offering a complete investment house with continuous innovation.
Matching Summary
Prospect and qualify potential individual investors in Day Trade, focusing on clients who have registered but not yet activated their accounts.
Skills & Requirements
Must-have
Prospecting and qualifying investors
Day Trade (individual investors)
Top of funnel engagement
Consultative and empathetic calls
CRM maintenance for sales funnel
Nice-to-have
Continuous innovation focus
Collaborative and diverse team spirit
Graphic Analysis knowledge
Risk Management understanding
Trading Emotional Management
Key Requirements
Higher Education (in progress or completed)
Investment certification (CPA-20, Ancord, or CEA)
Experience in prospecting and client relationship for investments
Knowledge of Day Trade and Investment Platforms (Profit)