Highlights:Solid experience of 14 years in the financial market working in reputable institutions such as: Santander Bank; Itaú-Unibanco, Banco IBI. Skilled in business management, involving credit analysis targeting the interests and needs of customers, seeking a long-term relationship and loyalty, generating security and profitability in operations and monitoring operations: collection, renegotiation, risk management and guaranteed accounts. Strong experience in strategic planning and development, preparing work plans, working on prospecting new customers and promoting products and services Work in the Commercial area and/or related areas, contributing to the development and growth of the organization, through continuous learning, performing the role with dedication, pro activity, customer and business orientation, focus and commitment to results, aiming to exceed the objectives set by the company. Specializations: Agibank and Itau-Unibanco Manager Training Program/ CPA 20 / Business Financial and Accounting Analysis / Verbal Marketing Communication / Relationship Management / Credit Rating Analysis / Fundraising and Application / Banking Products and Services / Loans and Financing / Financial Mathematics / Personal and Professional Management for Results / Risk and Credit Analysis / Conflict Management.

Skills:investment manager, banker, financial consultancy

Goal:I become a reference in capturing and allocating resources from my clients, thus obtaining excellence in service and results.

Membership:Itau-unibanco mairo banco provado da america latina e banco satander maior banco na zona do euro.

Certification:CPA serie 20 e CEA

Honor:I managed to be among the top 5 at Banco Itau three times as a corporate relationship manager. At Santander I got the best award, which crowns the best managers in terms of portfolio size and delivery of results.

Corporate Relationship Manager 1 11/2023 - current
Banco Santander, São Paulo, São paulo Brazil
Industry: Finaneira
Produtos de investimento · Analítica · visão estartegica · gestão do tempo · Liderança de equipe
Portfolio management: I am responsible for managing Itaú's corporate client portfolio with revenues from 1 MM to 5 MM. I maintain frequent contact with customers, establishing lasting relationships and seeking to understand their needs and demands. I identify business and work opportunities to expand the portfolio. Sales and prospecting for new business: I identify and prospect new business clients for Santander. I am always looking for business opportunities and work proactively to expand the client base. Credit analysis: I am responsible for evaluating and approving credit requests from business customers. I analyze customers' financial and credit information and make decisions based on criteria established by the bank. Risk management: I monitor the financial and operational risks of Itaú's corporate clients. I identify possible threats and implement mitigation measures to ensure business security. Customer service: I provide personalized, quality service to Itaú’s business customers. I am always available to answer questions, resolve problems and offer solutions tailored to customer needs.--
Corporate Relationship Manager 1 02/2020 - 05/2023
Banco itau unibanco, São Paulo, São paulo Brazil
Industry: Finaneira
Produtos de investimento · Analítica · visão estartegica · gestão do tempo · Liderança de equipeSkills: Produtos de investimento · Analítica · visão estartegica · gestão do tempo · Liderança de equipe
Portfolio management: I am responsible for managing Itaú's corporate client portfolio with revenues from 1 MM to 5 MM. I maintain frequent contact with customers, establishing lasting relationships and seeking to understand their needs and demands. I identify business and work opportunities to expand the portfolio. Sales and prospecting for new business: I identify and prospect new business clients for Santander. I am always looking for business opportunities and work proactively to expand the client base. Credit analysis: I am responsible for evaluating and approving credit requests from business customers. I analyze customers' financial and credit information and make decisions based on criteria established by the bank. Risk management: I monitor the financial and operational risks of Itaú's corporate clients. I identify possible threats and implement mitigation measures to ensure business security. Customer service: I provide personalized, quality service to Itaú’s business customers. I am always available to answer questions, resolve problems and offer solutions tailored to customer needs.--

universidade federal rural de pernanbuco 07/2007 - current
pernambuco, recife, Brazil
Degree: Bachelor's Degree
Major:pleno
formação academica em economia

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