Institutional Sales focusing on building sustainable relationships with institutional clients in the banking sector. Engaging in the active sales and development of tailored investment solutions.
About the role
- Analyst responsible for designing the sales journey for Localiza branches. Focused on performance analysis and continuous improvement of sales processes.
Responsibilities
- Design the sales journey for Localiza branches, defining the most effective model in terms of system/operational flows and sales strategy.
- Monitor and perform performance analyses of branch sales KPIs to gather inputs for continuous improvement of processes and products.
- Create and update training and standardization materials for branch sales flows: training programs, Standard Operating Procedures (SOPs), work instructions and policies, ensuring consistency and quality in the sales operation.
- Take responsibility for the ongoing governance of branch sales campaigns, improving campaigns when necessary, tracking indicators and maintaining active communication with the branch teams.
- Visit branches to conduct diagnostics for improvements, run tests and pilots.
Requirements
- Bachelor's degree or higher.
- Advanced knowledge of Microsoft Office (Excel, PowerPoint).
- Intermediate knowledge of Power BI.
- Knowledge of SQL.
- Familiarity with Kaizen, Lean and PDCA methodologies.
- Previous experience in process design.
- Previous experience in sales.
- Availability to travel.
Benefits
- Profit sharing
- Food allowance
- Meal voucher
- Health insurance
- Dental insurance
- Gympass
- Private pension plan
- Transportation allowance
- Allya
- Unlimited access to a wide range of courses through Localiza University
- Internal training and development programs
- Discounts on vehicle purchases and rentals
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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