Lead Product & Financial Manager
▪ Lead a multidisciplinary team with 12 members responsible to develop strategies to deliver and create digital products (funds, pension funds, cds, savings) using a lot of data for 22MM clients. We raised BLR 40Bi in 2020. (discovery, ideation, design, development and launch of user-centered product experiences). Budget products management, P&L and risks analysis, and financial reports.▪ Creation and implementation of the principal project in Itau Unibanco since the end of 2018, named “Novo Modelo de Assessoria de Investimentos – NMA Ion”. We will hire 1.700 investment specialists for 128 offices to attend 1MM customers until Jun2022. We have launched a new App only for investments, named “Ion Itau” and created a new department to support all other clients. In our first MVP (minimum value product) of the “NMA”, we have increased our service revenue by 60%.▪ Work alongside the bank executives to explore market opportunities with innovation projects such as Crypto Funds aligned with business strategy. I made the product case, meet-up meetings, roadmaps and roadshows. + BLR 670MM Fund Raising in 2021.▪ Manage teams responsible to understand the principal pain of our external/internal clients to develop new ways to connect with them. Implemented a Net Promoter Score rating for investment products to measure our actions. In 2020, NPS was 36 of 100. In July 2021 was 61. Implement social media strategies for retails customers.▪ Led workshops with other departments such as Credit Cards, Loans, Insurance to share an Agile methodology adapted for Business. The product owners have used new tools to manage teams also have tried to change their mindset. Efficiency increased on average by 40%.