Business Development Executive

Role Overview

The Business Development Executive will manage a current customer portfolio by increasing engagement and profitability through personalized commercial actions. They will also increase the portfolio through the capture of potential customers, observing the criteria defined by the Bank. The role involves managing customer data and files, planning commercial activities, and maintaining constant coordination with the Manager on external management to be developed.

What You Will Do

The Business Development Executive will perform tasks such as attending to clients in an integral manner, maintaining a permanent attitude towards the quality of attention, and incorporating the client into alternative channels. They will also perform a proper follow-up of the PPG, related to the objectives and activities assigned, and perform the necessary corrections and adjustments, if the case, in coordination with the Office Manager.

Why It Might Be a Fit

The Business Development Executive will be responsible for evaluating and analyzing credit operations, elevating them to the corresponding levels for approval, and complementing the customer file with the Client Analysis Sheet. They will also seek solutions to incidents or complaints with responsibility, in terms of quality and speed of response.

Requirements

• Manage a current customer portfolio
• Increase engagement and profitability through personalized commercial actions
• Increase the portfolio through the capture of potential customers
• Manage customer data and files
• Plan commercial activities
• Maintain constant coordination with the Manager on external management to be developed