Senior Business Manager – Large Clients

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Efí Bank

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2007

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

Efí Bank is a modern banking institution focused on providing innovative financial solutions and services to meet the evolving needs of individuals and businesses. With a commitment to digital transformation, Efí Bank leverages technology to enhance the banking experience, offering a wide range of products including savings accounts, loans, and investment options. Their mission is to democratize financial access and create value for their customers through tailored banking solutions.

📋 Description

• Identify and prospect new business opportunities, whether with new clients or by monetizing the existing client base (cross-sell and up-sell); • Act in a consultative and personalized manner, providing the best experience and guidance to clients and prospective clients; • Manage and develop client relationships, ensuring satisfaction and loyalty; • Develop and implement sales strategies to attract new clients and increase revenue from current clients; • Design and implement client retention strategies; • Conduct product/service presentations and demonstrations for clients; • Hold online or in-person meetings to negotiate and close contracts with new clients, or to strengthen relationships with existing clients, ensuring satisfaction and alignment with expectations; • Stay up to date on market trends and competitors to identify new business opportunities; • Collaborate with internal teams to ensure the delivery of solutions that meet clients' needs; • Prepare and present sales closing reports to senior management; • Participate in events and trade shows to promote the company's products/services, strengthen relationships and expand the professional network.

🎯 Requirements

• Bachelor's degree in Business Administration, Marketing, Economics or related fields; • Previous experience with Large Clients (Wholesale) working at banks, financial institutions, payment institutions and/or fintechs; • Proven experience in new business prospecting and account management in a B2B environment; • Strong knowledge of financial products and services, especially payments and credit; • Knowledge of CRM and customer relationship management tools, such as Salesforce; • CPA-10 certification; • Availability to travel or be on-site for events and client visits.

🏖️ Benefits

• Variable compensation • Co-pay health plan for employees and dependents • Clude Saúde: Speak with a doctor anytime, anywhere — access digital care and other online health solutions • Co-pay dental plan for employees and dependents • Meal and food allowance on the Eva Card flexible benefits card, averaging R$ 1,600.00 per month • Wellhub: Corporate fitness platform focused on quality of life and well-being, providing access to partner gyms and studios for employees and dependents • Home-office allowance of R$ 140.00 per month • Work infrastructure provided • One day off to celebrate your birthday with the #SeuDiaEfí benefit • Corporate University • Tuition assistance for employees and dependents, according to company policy • Language course scholarship for employees, according to company policy • Extended maternity leave of 7 months and extended paternity leave of 30 days, also available to adoptive parents • Life insurance • Emotional health program and discounted psychological care for employees and dependents through the Moodar platform • Benefits Club with exclusive discounts and partnerships for Efí employees