Gestor de Cartera de Clientes

This role involves managing an assigned client portfolio to capture, place, and attract profitable business opportunities, driving the permanent growth of liabilities and placements. The position requires advising clients on financial and transactional needs, evaluating their eligibility for products, and ensuring maximum productivity and service quality. Key activities include identifying potential clients, executing visit schedules, and maintaining an updated CRM database to maximize profitability and personalized attention.