Espec Clientes B1 I
Core
Manage and monetize a portfolio of corporate clients (PJ) through external visits, providing advisory financial solutions and expanding the client base.
Role type
Senior IC business banking specialist (corporate sales)
Builds
Corporate banking products and credit solutions for SMEs
Domain
Banking / Corporate Finance
Deliverable
client delivery
Required skills
portfolio management, credit products knowledge, risk management, commercial negotiation, external client acquisition
Preferred skills
CPA-20 certification, post-graduate degree, experience with clients up to R$10M revenue
Technologies
N/A
Responsibilities
Manage and monetize the corporate client portfolio; Conduct 100% external visits to expand the client base; Manage portfolio risk to ensure sustainable growth; Provide advisory financial solutions tailored to client needs.
Seniority
Senior, hands-on IC