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

Key skills