Financial Analyst managing cash flow and banking reconciliation at SoftExpert. Involved in process improvement and financial routines in a global software solutions company.
About the role
- Investment Assessor conducting active prospecting and qualifying leads for investment services. Engaging with prospects and setting up meetings for closer sales teams.
Responsibilities
- Actively prospect potential clients (minimum assets BRL 50,000) through multiple channels (phone, WhatsApp, LinkedIn, email)
- Qualify leads according to investor profile, minimum ticket size and fit with the group's services (Asset Manager, Wealth Management, AAI and Securitization platform)
- Execute structured and persistent follow-up with leads at different stages of the funnel
- Keep the CRM database updated with all interactions and relevant prospect information
- Schedule qualified sales meetings for the Closers, ensuring the lead meets profile and minimum ticket criteria
- Prepare a detailed briefing for each scheduled lead (profile, estimated assets, needs, identified objections)
- Ensure a minimum 70% attendance rate for scheduled meetings through confirmations and pre-meeting warming
- Keep the Closers' schedule optimized with a consistent pipeline of opportunities
- Present the group's services consultatively: managed portfolios, investment funds, AAI advisory and securitization products
- Identify prospects' needs and pain points related to wealth management, diversification and returns
- Send educational materials, market reports and relevant content to nurture relationships
- Conduct initial conversations about investor profile and financial objectives
- Meet a weekly target of 18 qualified meetings scheduled for the Closers
- Make a minimum of 90 daily contacts with new prospects and follow-ups
- Report daily/weekly activity metrics and results
- Operate in accordance with CVM and Ancord rules
- Participate in commercial alignment meetings and ongoing training
Requirements
- Active registration as an AAI with the CVM, or willingness to obtain it within 30 days
- Knowledge of CVM and Ancord regulations applicable to AAIs
- Commercial/sales profile
- Excellent verbal and written communication skills
- Basic knowledge of investment products: funds, managed portfolios, equities, fixed income
- Understanding of investor profiles (conservative, moderate, aggressive)
- Awareness of financial markets and economic trends
- Stay up to date on news and events that may impact the market
- Fast learner
- Resilience and persistence — ability to handle rejection and maintain motivation
- Results-oriented — focused on targets and KPIs
- Organized and disciplined — activity logging, time management and multitasking
- Empathy and active listening — ability to understand prospect needs
- Proactive — initiative to seek solutions and improvements
Benefits
- Bonus
- Commission
- Parking
- Career development plan
- Meal allowance
- Transportation allowance
- Profit-sharing (PLR)
- Annual performance bonus
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