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ADVISOR ON DEMAND

Itajaí - Santa Catarina

Descrição da oferta de emprego

Advisor On Demand - Também será responsável por auxiliar na resolução de problemas e assessoria em geral do cliente. A assessoria EQI On Demand, é o time responsável por cuidar de +R$500 milhões e mais de +15 mil clientes! Um time que cresce constantemente, com foco em proporcionar uma experiência de assessoria mais tecnológica aos clientes EQI. Main responsibilitiesDesenvolver e fechar negócios com investidores; Manter ótimo relacionamento com clientes através de contatos nos meios digitais e se for o caso, até presencial; Estar constantemente atualizado sobre cenário macroeconômico, bem como oportunidades de mercado e produtos financeiros; Assessorar e acompanhar constantemente a carteira de investidores dos clientes; Gerenciar oportunidades no intuito de realizar upsell e cross sell; Auxiliar no gerenciamento e realizar contato com o cliente conforme as necessidades do mesmo; Apoiar os atendentes nível 1 nas relações comerciais através de chamados escalados até você. Requirements and skillsMatch Fit Cultural; CPA 20 (obrigatório); Conhecimento sobre Investimentos (RV, RF, Fundos, entre outros); Perfil comercial e relacional; Perfil solucionador de problemas; Iniciativa e foco em resultados; Disponibilidade full time (tempo integral presencial no escritório de BC); Organização e gestão de tempo para lidar com alta demanda. Additional informationDiferenciais: Possuir demais certificações do mercado financeiro; Conhecimento de vendas. Podem se candidatar (requisitos obrigatórios): Assessores ou colaboradores EQI de áreas de apoio; Atendimento ao Cliente com no mínimo 6 meses na função. #J-18808-Ljbffr
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Detalhes da oferta

Empresa
  • Caderno Nacional
Localidade
Endereço
  • Indeterminado - Indeterminado
Data de publicação
  • 01/01/2025
Data de expiração
  • 01/04/2025
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