Droom Investimentos

Financial Planning and Analysis

• Prospect clients to originate and close new deals, and proactively analyze the portfolio, keeping CRM routines updated to achieve targets.
• Work on the acquisition of judicial credits (negotiation of credit rights and precatórios). Prospect new clients.
• Maintain frequent relationships with clients.
• Analyze the case files of judicial assets.
• Keep routines updated in the company's CRM.
• Provide support and propose new business in partnership with law firms specialized in precatórios.
• Keep the company's client base active.
• Negotiate and prepare commercial proposals for asset acquisitions.
• Serve clients by phone, in person, or by email.

Investment Consultant