Sales Director

• Oct 2020 - Present

FIDUC is a Fiduciary Investment Manager, a Fintech, that seeks to enable large-scale entrepreneurship in the financial market by creating a community of Financial Planners that offer access to fiduciary investment management and delight clients by tracking their personal finances. Responsible for the management and development of the commercial network: Financial Planners, Mentors and Partners. Currently with a structure of 15 Mentors (leaders) and 350 active financial planners. - Commercial definitions - Expansion strategy - Activation of new planners - Relationship with Partners/Mentors/Planners - Development of teams and managers - Hunting of new partners - Activation of new partnerships - High Net clients conversion I started in October/20 as Head of Sales and management of 50% of the network. In March/22 I became responsible for 100% of the structure. Responsible for implementing the recognition program for the commercial network, with KPIs, specifications for the IT development team and follow-up with the project management. I worked on the development and implementation of the onboarding process for new business partners. Participation in the process of hiring new executives for the company, focusing on turnover reducing. Show less

FRANCHISE OWNER

• Aug 2015 - Aug 2020

STB is the leading company in Brazil in providing international education services. For 50 years providing advisory services from hiring to monitoring of customers during their program. - Responsible for defining and managing objectives, team SLAs, and biweekly follow-up flow of goals. Financial, operational, budget, and employee development management. - Performance in hiring, selection process, and career management. - Team development with focus on consultative sales, sales speech structuring and results follow-up. - Prospecting and development of new partnerships with performance in the full cycle, from prospecting to closing and management of partnerships. - Acting in the maintenance of the relationship with business partners with corporate lectures and events to encourage new customers and commercial visits. - Relationship with international suppliers for training and portfolio update - Direct acting in customer service, consultative sales process for mapping the needs and closing proposals that meet the customer demand. Experience as an owner taught me how to deal with the challenges of developing a new business, its implementation, and the management of human and financial resources. Show less

Headhunter

• Sep 2014 - Aug 2015

Acting as headhunter divided into 2 fronts: - Prospecting companies for business partnership, origination of vacancies, acting in the recruitment and selection of executives from management to board level. Main activities: - Conducting online and face-to-face meetings with clients, mostly human resources professionals, to present recruitment service, commercial negotiation, proposal structuring and contract formalization. - Carrying out a complete selection process, from finding the vacancy, hunting, interviews, tests until hiring. - Responsible for client management - Follow up and management of goals - Meritocracy-oriented work, with high levels of performance and focus on results. The company works in such a way as to make each headhunter responsible for his or her cost center, fostering the ability to manage their operational costs in relation to the generation of income. Show less

Regional Sales Manager

• Mar 2013 - Aug 2014

- Product distribution to relationship managers (investments, insurance, cards, current account), focus on high income managers with investment portfolio. - Commercial support for hunting new customers - Structuring and execution of consultative sales with mapping of needs and targeted approach to the needs and specific needs of the client. - Monitoring and management of goals. Definition and follow-up of KPIs linked to the commercial activity. - Follow-up and development of the relationship managers of the high income segment; - Regional action with high-income relationship managers from North/Central-North and South of the country. - Mapping of results gaps; - Strategic planning of sales, monitoring the achievement of goals and focus on results; - Team training with local events, lectures and sales techniques Acting in the development and implementation of the project of restructuring the approach to customers nationwide, development of new Modus Operandi to be performed by the commercial network of high income. Show less

Relationship Manager

• Nov 2012 - Mar 2013

High-income client portfolio management, with 480 clients and R$110 mm of AUM. Products: Pension plans, investments, auto loans, home loans, personal loans and insurance (life, home and auto). High-income client portfolio management, with 480 clients and R$110 mm of AUM. Products: Pension plans, investments, auto loans, home loans, personal loans and insurance (life, home and auto).

Relationship Manager

• Jul 2011 - Nov 2012

- Experience in prospecting for corporate clients and expansion of partnerships with clients in the portfolio - Activity focused on commercial management of clients and sales - Monitoring of the platform portfolio with focus on consultative sales linked to revenue optimization - Strategic planning for the sale of investment banking products, focusing on the achievement of results; Winner of the "Longa Vida" sales campaign for long-term private credit products issued by the bank - Investment consultant in PJ Middle Market platform, with companies with revenues between R$30 and R$300mm/year (TRIANON) R$350mm investment portfolio(AUM) - Investment consultant in PJ Middle Market platform, with companies with revenues between R$30 and R$300mm/year (FARIA LIMA) Follow-up of R$200mm investment portfolio (AUM) The commercial relationship between the prospected clients and the bank was based on meeting the client's needs and maximizing cross-sell within the operation in order to provide a complete service and increase profitability. Show less

Agente Autonomo de Investimentos

• Nov 2008 - Mar 2009