AUVP

Financial Planning and Analysis

• Provide service through digital contact channels such as chat, WhatsApp, phone and email, maintaining regular contact;
• Deliver proactive service by anticipating clients’ needs;
• Stay constantly updated on the macroeconomic environment as well as market opportunities and financial products;
• Continuously monitor clients’ investment portfolios with a focus on their objectives;
• Manage your client portfolio with a focus on producing forecasts and reducing the sales cycle to meet targets;
• Demonstrate agility in optimizing processes and internal controls.

Investment Consultant

Analyst

• Respond to and qualify leads (website and database), understanding profile, objective, urgency, and eligibility;
• Validate simulation information and deliver a consultative pitch for the product (e.g., financing, home equity);
• Analyze client documentation (individual/corporate when applicable), checking consistency, outstanding items, and fraud risks;
• Calculate/evaluate common credit indicators: repayment capacity, debt-to-income ratio, overall indebtedness, collateral, and proposal terms (interest rate, term, total effective cost - CET, LTV when applicable);
• Prepare and track proposals with financial institutions/partners, conducting follow-ups until approval and disbursement;
• Record all activity in the CRM, keeping the pipeline updated, next steps, loss reasons, and forecasts;
• Ensure compliance with SLAs, checklists, and internal standards (quality, organization, and information security);
• Support continuous improvement: identify bottlenecks, recurring errors, funnel losses, and propose process and communication adjustments;
• (When applicable) Support post-disbursement routines, such as status updates, final outstanding items, additional documentation, and routing to related areas.

Credit Analyst

• Gerir funil de vendas;
• Alimentar as informações no CRM;
• Estudar e treinar sobre o produto;
• Apresentar e demonstrar o produto;
• Construir discursos direcionados para o segmento do cliente;
• Executar os processos comerciais;
• Qualificação de leads;
• Fazer follow-up, enviar propostas, encaminhar contratos e fechar a venda.

Analista de Novos Negócios

• Provide client service through digital contact channels such as chat, WhatsApp, phone, and email, maintaining regular follow-ups
• Deliver proactive service by anticipating clients' needs
• Stay continuously up to date on the macroeconomic environment, market opportunities, and financial products
• Continuously monitor clients' investment portfolios with a focus on their objectives
• Manage your client portfolio, focusing on producing forecasts and shortening the commercial cycle to meet targets
• Demonstrate agility in optimizing processes and internal controls.

Investment Consultant

Credit Analyst

Analista de Novos Negócios

Investment Consultant – Junior