Andrei Bentes Leal

Atuação focada em inteligência de dados aplicada à performance comercial, com responsabilidade sobre análise de captação, retenção, churn e produtividade dos assessores. Estruturação de relatórios gerenciais, indicadores de ritmo e processos operacionais para apoiar a tomada de decisão da liderança e escalar resultados. Interface direta com líderes e times comerciais para transformar dados em ações práticas, melhoria contínua de performance e eficiência operacional dos escritórios.

A partir de julho, passei a assumir também a gestão de performance comercial das filiais de Criciúma e Itajaí, replicando e adaptando os métodos aplicados com sucesso em Porto Alegre. O objetivo é implementar a mesma metodologia de acompanhamento de resultados, análise de dados e otimização de processos, visando elevar a produtividade e a retenção de clientes nessas unidades.

Currently working as a Business Analyst at Wiser – BTG Pactual Office, where I am responsible for analyzing and monitoring the performance of investment advisors, while providing strategic insights based on BI data. My main focus is to turn data analysis into actionable recommendations, ensuring that commercial and operational decisions are data-driven and aligned with the company’s strategic goals. In addition, I support the team by developing dashboards and reports that make it easier to track results and identify areas for improvement. By combining data analysis with process optimization, I contribute to enhancing operational efficiency and boosting the overall commercial performance of the office.

In my role as a Daily Banker at Ável Investimentos, I was responsible for supporting the daily operations of the brokerage, facilitating customer service and financial transactions. I worked directly with the advisory team and clients, optimizing processes and ensuring transaction accuracy. My main responsibilities included: Supporting daily financial transactions. Assisting the investment advisory team and ensuring customer satisfaction. Analyzing and controlling market operations. Ensuring regulatory compliance and assisting with internal processes.

As an Investment Advisor, I applied my technical knowledge and relationship skills to help clients at Ável Investimentos make strategic financial decisions. I was responsible for understanding individual client needs and building customized portfolios that aligned with their financial goals. My main responsibilities included: Analyzing client risk profiles and recommending financial solutions. Advising on investment strategies and financial planning. Monitoring client portfolios and making adjustments according to market changes. Building ongoing relationships with clients, ensuring continuous support and satisfaction.

As an SDR at Ável Investimentos, I was responsible for prospecting new leads, utilizing sales techniques and CRM tools to identify and qualify potential clients. Contributing to expanding the customer base and increasing business opportunities, I played a key role in driving company growth. My main responsibilities included: Actively prospecting and qualifying leads for the sales team. Using CRM tools for lead tracking and management. Conducting calls and emails to establish relationships with potential clients. Supporting the sales team by identifying new business opportunities.

During my time as an Apprentice at Banco do Brasil, I developed essential skills in the banking and financial sector, gaining hands-on experience in operations, customer service, and process management. My main responsibilities included: Supporting banking operations and administrative routines. Assisting customers and handling financial inquiries. Processing transactions and analyzing financial documents. Organizing data and providing support for banking processes.