Renan Lopes

- Prospecting new clients with a monthly turnover of more than R$200,000, who have at least one unit (branch or head office) within a defined geographical area in the commercial hub. - Constantly mapping opportunities through studies of social networks, Google, Leads2B and other tools; - Use SDR techniques to generate connections and qualify larger clients. - Managing the client portfolio, maintaining an ongoing relationship and after-sales service. - Providing business consultancy and identifying cross-sell opportunities with Linx software or other companies in the company's ecosystem. - Retaining, renegotiating and promoting upselling through insurance sales. - Participating in daily morning meetings to draw up plans, targets and exchange learning. - Deliver excellent customer service.

- Prospecting new clients with a monthly turnover of between R$15,000 and R$199,000, within a defined geographical area in the commercial hub. - Managing the client portfolio, maintaining an ongoing relationship and after-sales service. - Retaining, renegotiating and promoting upselling through insurance sales. - Participating in daily morning meetings to draw up plans, targets and exchange learning. - Delivering excellent customer service

- Responsible for monitoring portfolios of Corporate Relationship Managers; - Preparing commercial presentations containing products and services identified in the first qualification contact; - Preparing visit kits and visit booklets, containing all the necessary documents for the opportunities mapped out; - Managing the portfolio of guaranteed accounts, maturing revolving credit lines and making renewal proposals; - Meeting account demands on a daily basis and shielding GRs to give them freedom for new business; - Identifying business opportunities and making sales of commission products, such as: Insurance, consortia, capitalization; - Promote credit in base customers and identify balances in accounts for investment products, such as CDB, Funds, COE, etc. - Participating in new business negotiations, developing commercial skills.

- Responsible for marketing credit products to INSS retirees and pensioners, federal civil servants and LOAS; - Fostering credit appetite in an active customer base; - Conducting external prospecting by delivering promotional material in areas with a large circulation of people and with mailings at homes; - Using a dialer to make cold calls to prospect for credit products; - Fostering refinancing of INSS contracts and new credit; - Fostering salary portability with new account openings;

- Responsible for managing the business client portfolio of branches, of approximately 150 active clients (up to R$200k/month); - Promoting revolving credit lines, kgiro (with various guarantees) and financing (CDC, Finame, Finimpe, machinery and real estate); - Promoting market penetration of the Acquiring product within the region and encouraging credit with guaranteed receivables; - Mapping opportunities and prospecting new accounts to grow the base and the portfolio; - Promoting and selling commission products, such as capitalization, insurance and consortia; - Analysing outstanding balances in accounts and raising funds through a variety of investment methods; - Raising new business in transactional products and Cash Management, such as Payroll and Collection Contracts.

- Responsible for monitoring portfolios of Relationship Managers for Platform Companies (R$200k+/month); - Preparing commercial presentations containing products and services identified in the first qualification contact; - Preparing visit kits and visit booklets, containing all the necessary documents for the opportunities mapped; - Managing the portfolio of guaranteed accounts, maturing revolving credit lines and making renewal proposals; - Meeting account demands on a daily basis and shielding GRs to give them freedom for new business; - Identifying business opportunities and selling commission products such as insurance, consortia and capitalization; - Encouraging credit for customers in the base and identifying idle account balances for investment products, such as CDBs, Funds, COEs, etc. - Participating in new business negotiations, developing commercial skills.

A career acceleration and development program for young professionals made up of 20 people selected from among 3,500 candidates from Rio de Janeiro. Over the course of six months, monthly meetings were held with the company's top management, including the commercial director for Brazil, to discuss topics such as professional development, leadership, management, sales techniques and banking products and services. Finally, an innovation project was presented to the entire leadership of Rio de Janeiro, made up of more than 300 professionals, including general managers and regional managers, in a panel at the FGV Botafogo auditorium.

- Responsible for supporting the Regional Commercial Superintendent and his staff in all the commercial, strategic and people-related actions of the Baixada Fluminense Regional Office; - Responsible for controlling all the exchange of information and communications between the Regional Office and its 26 branches, in direct contact with general and service managers; - Carrying out performance analyses by segment and presenting them daily to the staff (PF, PJ and Service); - Promoting performance campaigns for relationship managers and organizing recognitions; - Identifying dispersion and contributing to strategies to mitigate low performance; - Presenting a monthly diagnosis of the performance and results of the regional business segment to all general managers, staff and PJ relationship managers.

- Responsible for serving business customers in the in-vitro diagnostics segment; - Identifying customer needs and, together with Field Service Engineers, providing quotes for corrective and preventive maintenance services for equipment on loan; - Preparing sales proposals for bacterial analysis equipment; - Organizing FSE demands and aligning supplies with internal areas to carry out services, such as COMEX and Supply Chain; - Managing the end-to-end equipment maintenance process at the industrial site.

- Responsible for answering incoming calls from business customers; - Responsible for identifying N1 needs and dealing with them during calls; - Delighting customers by providing them with a very satisfactory experience, both in terms of service time and the resolution of their needs; - Identifying possible gaps in the service process and contributing to improvements through innovative projects.

- Responsible for organizing and mediating business calls (100% in English) with tier Large and Ultra Large Corporate clients; - Follow up meetings with executives and relationship managers; - Preparing commercial presentations and meeting agenda emails; - Monitoring the implementation process of transactional products; - Managing contractual processes between clients and our legal department, also participating in meetings to discuss drafts; - Analyzing client portfolios and identifying business opportunities in Cash Management; - Identifying clients' after-sales needs, assisting with deliveries and meeting agreed deadlines.