Key skills
RCRMSales
About this role
Role Overview
- Responsible for multichannel (phone, WhatsApp and email) handling of pre-qualified leads interested in CGI
- Deliver institutional/company presentations and conduct qualification interviews to map client profile, operation, guarantees/collateral and payment capacity
- Perform credit simulations according to the client profile
- Align expectations on rates and terms and advise on next steps
- Present the value proposition and differentiators to engage the lead and advance them through the sales funnel
- Conduct document qualification by sending checklists, clarifying doubts, performing active follow-up, requesting and receiving documents, uploading documents into systems, and keeping the CRM and controls updated to ensure pipeline integrity
Requirements
- High school diploma
- Intermediate Excel (including pivot tables)
- Certifications: ANEPS, ANBIMA or FEBRABAN
- Higher education completed or in progress in commercial management, managerial processes or related fields
- Familiarity with the HubSpot platform
- Experience with CGI
Benefits
- Meal voucher (VR): R$25.23 per day
- Home office allowance: R$200.00
- TotalPass (commute benefit)
- Health insurance starting from the 3rd month