Caroline Trindade Email and Phone Number

Gestão de 500 milhões de PL dos funcionários e Family and friends de funcionários do banco BTG Pactual. Sendo responsável por comercializar produtos de investimentos e estabelecer relacionamento com áreas parceiras com o objetivo de implementar melhorias de serviços e produtos exclusivos para os funcionários do banco.

Gestão de carteira alta renda, sendo responsável por comercializar produtos como Investimentos, previdência, seguros, crédito, câmbio entre outros.

• Acted as Hunter & Farmer in the marketing of human resources services for micro and small business portfolio - consisting of about 3K accounts - through CRM management.

• Managed recovery of defaults and profitability of the Uniclass portfolio through the sale of capitalization products, credit, investments, loans, vehicle financing, among others;• Acted as backup of the general management of the agency by following the individual results, conducting meetings of strategic alignment of sales, delivering commercial training and selecting / dismissing employees.

• Managed high profile portfolio, with approximately 400 clients, responsible for marketing capitalization products, real estate & personal loans, investments and life and residence insurance;• Personalized customer service for Accenture, EMC and Graded School accounts;• Closed the foreign exchange operations to the portfolio by calculating swift code, routing number and iban code, providing proof of origin of resources and negotiating the spread next to the exchange… Show more • Managed high profile portfolio, with approximately 400 clients, responsible for marketing capitalization products, real estate & personal loans, investments and life and residence insurance;• Personalized customer service for Accenture, EMC and Graded School accounts;• Closed the foreign exchange operations to the portfolio by calculating swift code, routing number and iban code, providing proof of origin of resources and negotiating the spread next to the exchange table;• Client portfolio management at Graded School (American School of São Paulo) employees personalized service for expatriate employees, through meetings and consultancies presented in English in order to explain the services most used by the public - foreign exchange, investments and international cards.• Managed the initiative to recover financial losses of the portfolio, presenting to the general management the proposed plan to recover 50% through bank reconciliations. Result: Through this action, 80% of the losses in the portfolio under management were recovered. Show less

• Had job rotation by the areas of expansion, financial and marketing – acting in support activities to the Siberian and Crawford brands;• Expansion: Provided follow-up to the expansion manager in the commercial meetings to open new stores in malls, being responsible for the minutes of meeting, support in closing the contract and later monitoring the performance of the respective stores through the preparation of sales reports;• Financial: Managed the invoices received and… Show more • Had job rotation by the areas of expansion, financial and marketing – acting in support activities to the Siberian and Crawford brands;• Expansion: Provided follow-up to the expansion manager in the commercial meetings to open new stores in malls, being responsible for the minutes of meeting, support in closing the contract and later monitoring the performance of the respective stores through the preparation of sales reports;• Financial: Managed the invoices received and monitored the sales results of the stores in accordance with contractual clauses. The purpose was to calculate surplus values in rent to be paid to malls;• Marketing: Provided support to the marketing management, accompanying daily the sites of the competing brands so that actions were done in a shorter period of time, besides being responsible for making orders, with the purchase department, of the supplies directed to the stores. Show less