Adelmo Júnior Email and Phone Number

I have worked as a trader with extensive experience in equities, derivatives, options, and fixed income. Throughout my career, I have stood out for my ability to lead teams and mentor specialists in the investment office, contributing to the formation of a highly skilled and successful team. My strategic focus and analytical skills have allowed me to achieve significant results and exceed expectations in the financial market.

With the EQI-Haus merger, I assumed the position of reference in the company's variable income in Brasília. Among the main functions are the orientation of the allocation advisors with regard to brokerage products and the relationship with the base clients, seeking the best allocation of assets in the portfolio and protection.

Responsible for building and managing the office's variable income desk. During this period, I made relationships with all clients with stock exchange profile and trained a team to help me with operations. Furthermore, I have great relationship with advisors, helping to attract and retain clients (regardless of whether they have VR resources). I have strong knowledge in fundamental and technical analysis, options and structured operations.

Manager of Banco do Brasil customer account and for prospecting new partnerships to implement loyalty programs. I worked with the IT, analytics, creation, communication and B2B service teams at Banco do Brasil. Among the main project was "Desejo Ourocard" Program. This program was a playful and gamified platform that encourages increased spending on Ourocard cards (Banco do Brasil cards). The client (Person/legal person) is invited to a journey where they achieve goals of expenditure and challenges in search of a prize.

Responsible for monitoring and controlling commercial management projects, remunerated funding (CDB and LCA). Product manager of cooperatives’ registry, integration with credit bureaus, tariffs, telephone recharge and GED.- Elaboration of the methodology for monitoring projects in the Sicoob business area, creating monitoring metrics and ensuring deliveries.- Intranet reformulation project focused on improving the dissemination of information from the confederation to cooperatives;- External data storage project for Big Data refinement.

Project Manager, product and service of the acquiring product. In this role, I evolved the sales tools of Sipag, Rede and Cielo's and managed the cooperative service team.- Development of the tool for inclusion of accreditation proposals, enabling an increase of more than 60% in the number of proposals (previously the routine was manual);- Maintenance of the product, aiming to adapt it to the best market practices.- Mapping of all operational processes, enabling the reduction of the number of people performing manual activities;- Implementation of the Sipag product in cooperatives with a focus on sales strategy.

Project Acquiring: I prepared the business plan for the implementation of the project in the institution. Managed the Visa and Mastercard acceptance/certification project.Card Receivables Advance Project: I developed the systemic solution that attunes the four pillars for the anticipation of receivables: schedule, lock, credit operation and operation settlement.Real Estate Credit Project: I prepared the business plan and feasibility study for project implementation;INSS on-line project: automated the sending of registration and financial information of INSS beneficiaries for granting consigned credit by the bank; I represented the institution in meetings at Febrabran regarding the negotiations for the implementation of the project.

Housing insurance restructuring project: I developed benchmarking research, with the creation of scenarios for premium reduction and writing of the new general conditions.Responsible for managing the home insurance product. The main attributions were: creation, maintenance and termination of policies; creation and editing of general conditions and product manuals; result analysis; mapping and supervision of operational processes; service management; preparation of sales incentive campaigns; provided technical and commercial training; responsible for 2 (two) years for the housing insurance subscription where I developed an Access system for recording and analyzing insurance proposals above the limit.Credit life insurance product: I assisted the responsible analyst in the elaboration of general conditions and product manuals. I was also responsible for the result analysis.I was the analyst responsible for the elaboration of the extended warranty insurance where I carried out the feasibility study and started the project plan.

Investment analysis, rate quotes, portfolio profitability analysis and rating analysis.