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Droom Investimentos

Investment Consultant

Droom Investimentos

Consultor de Investimentos responsável por prospectar clientes e desenvolver novos negócios relacionados a créditos judiciais. Manutenção de relacionamento com clientes e atualização no CRM.

Posted 7/6/2026full-timeRio de Janeiro • 🇧🇷 BrazilMid-LevelSenior💰 R$0 - R$8,500 per monthWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client acquisition and relationship management, with a strong focus on negotiating commercial proposals and analyzing judicial assets. Proficient in maintaining CRM systems and collaborating with law firms to drive business growth.

Highest-signal resume keywords
Client AcquisitionJudicial Asset AnalysisCommercial Proposal NegotiationCRM ManagementFinancial Product Sales

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Judicial Credit NegotiationPortfolio AnalysisCommercial Proposal PreparationClient Relationship ManagementCRM Routine Maintenance
Soft Skills
Excellent Written CommunicationExcellent Verbal Communication
Certifications & Qualifications
ANBIMA CertificationANCORD CertificationCPA Certification
Industry Keywords
Judicial CreditsPrecatóriosFinancial ProductsClient Base Management

About the role

Key responsibilities & impact
  • 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.

Requirements

What you’ll need
  • Bachelor's degree in Law, Business Administration, and/or related fields
  • Excellent written and verbal communication
  • Experience selling financial products
  • ANBIMA / ANCORD / CPA certification

Benefits

Comp & perks
  • Commission
  • Meal allowance (vale-refeição)