Prospect new clients with a focus on generating and closing deals.
Work on the acquisition of judicial assets, including negotiation of credit rights and precatórios (court-ordered government debts).
Strategically manage and analyze the client portfolio to ensure targets are met.
Maintain regular client relationships to ensure retention and identify new opportunities.
Analyze legal proceedings related to judicial assets.
Negotiate and prepare commercial proposals for asset acquisitions.
Collaborate with law firms specialized in precatórios, proposing solutions and business opportunities.
Keep the client base active and engaged.
Update and record all interactions and activities in the company's CRM.
Serve clients by phone, email, and in person.

Investment Consultant

Key skills