Gerente de Relacionamento (PF) - Salto/SP

Manage individual client portfolios by prospecting new business, developing commercial proposals, and negotiating contracts based on mutual trust. Build solid relationships with individual clients by understanding their needs and offering personalized financial solutions across accounts, investments, insurance, and loans. Monitor individual sales targets focused on client growth and retention while identifying opportunities to attract new clients and implement loyalty actions. Participate in city events and community actions to promote the institution brand and capture new clients. Evaluate financial capacity and credit profiles in collaboration with the credit analysis area to ensure safe solutions. Stay informed about financial market trends to adapt strategies for sector demands.