Espec Clientes B1 I

Santander UK

Salvador, Brazil
Manage and monetize client portfolio
External routine with visits
Expand client base
Your role will be to manage and monetize the portfolio of legal entity clients, ensuring close relationships, consultative service, and financial solutions tailored to each client's needs

Job Summary

  • Your role will be to manage and monetize the portfolio of legal entity clients, ensuring close relationships, consultative service, and financial solutions tailored to each client's needs.
  • Expand the client base, focusing on companies with annual revenue between R$500,000 and R$10 million, and manage portfolio risks to ensure quality and sustainable business growth.
  • Benefits include variable compensation, health and dental assistance, meal and food allowances, complementary pension, life insurance, childcare assistance, Gympass or Totalpass, and transportation assistance.

Matching Summary

Your role will be to manage and monetize the portfolio of legal entity clients, ensuring close relationships, consultative service, and financial solutions tailored to each client's needs.

Skills & Requirements

Must-have

  • Manage and monetize client portfolio
  • External routine with visits
  • Expand client base
  • Risk management of portfolio
  • Excellent customer service

Nice-to-have

  • Think Customer
  • Embrace Change
  • Act Now
  • Move Together
  • Speak Up

Key Requirements

  • CPA-10 Certification (ANBIMA)
  • Completed graduation
  • Experience with PJ client portfolio management
  • Experience with credit products
  • Experience with clients up to R$10 MM revenue

Work Rights

Not specified

Tailored Resume

Cover Letter