Gabriel Sanchez Email and Phone Number
Professional with extensive knowledge in the financial market, specializing in client relationship management, with experience working with brokerage firms, investment banks, custodians and fund administrators. Experienced in team management and development of strategies to improve customer contentment. Proficient in analyzing market trends, identifying growth opportunities, and customer retention. Previous experience includes liquidity risk analysis and market risk analysis on equity and futures derivatives. Graduated in Business Administration from PUC and holds an MBA in Financial Economics from FGV.
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Client Relationship Associate (Brokers And Investment Banks)B3State Of São Paulo, Brazil -
Client Relationship Associate (Brokers & Investment Banks)B3 Nov 2022 - PresentSão Paulo, Brazil- Supervise and lead the relationship team, providing guidance and support to ensure customer satisfaction (NPS)- Develop and implement strategies to enhance customer experience- Establish and maintain strategic relationships with key clients, ensuring effective communication of B3's roadmap- Supervise the team’s performance, setting clear goals and metrics, and conducting regular performance evaluations.- Collaborate with business areas to ensure the prompt delivery of customer demands- Analyze customer behavior trends to identify opportunities for cross-selling and the creation of new products.- Collaborate with commercial planning and product teams to devise and execute sales strategies tailored to our customers' needs
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Senior Relationship Analyst (Brokers)B3 Jan 2022 - Nov 2022- Established solid partnerships with clients- Understood customer needs to deliver tailored solutions- Conducted strategic meetings with customers to present B3's roadmap and identify opportunities- Consistently assessed customer satisfaction (NPS), gathered feedback, and implemented enhancements- Analyzed customer behavior trends to identify growth opportunities
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Senior Relationship Analyst (Securities Services)B3 Oct 2018 - Jan 2022São Paulo Area, Brazil- Established solid partnerships with clients- Understood customer needs to deliver tailored solutions- Conducted strategic meetings with customers to present B3's roadmap and identify opportunities- Consistently assessed customer satisfaction (NPS), gathered feedback, and implemented enhancements- Analyzed customer behavior trends to identify growth opportunities
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Customer Services Analyst - Services DevelopmentB3 Sep 2016 - Oct 2018São Paulo E Região, Brasil- Provided support and guidance to brokers for the acquisition of connectivity services, trading and post-trading sessions, ePuma, and backoffice systems- Managed the portfolio of services acquired by brokerages- Evaluated and processed service acquisition requests from customers- Implemented new technology services (defining internal processes)- Reviewed customer service invoices in detail
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Risk AnalystAlpes Cctvm Aug 2013 - Oct 2015São Paulo- Monitored and conducted detailed analysis of equity and futures derivatives operations, covering institutional and retail desks.- Managed pre-trading limits (LiNe, ATG and RoboTrader) for the brokerage's retail, institutional and ETD desks- Set client limits in accordance with the brokerage's risk policy- Produced daily liquidity risk reports for the board and files required by the Central Bank (DDR, DRM, DRL)- Managed the brokerage's collateral at B3 -
Treasury InternAlpes Cctvm Oct 2012 - Aug 2013São Paulo- Assisted in administrative activities of the treasury department
Gabriel Sanchez Education Details
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Financial Economics -
Business Administration And Management, General
Frequently Asked Questions about Gabriel Sanchez
What company does Gabriel Sanchez work for?
Gabriel Sanchez works for B3
What is Gabriel Sanchez's role at the current company?
Gabriel Sanchez's current role is Client Relationship Associate (Brokers and Investment Banks).
What schools did Gabriel Sanchez attend?
Gabriel Sanchez attended Fundação Getulio Vargas, Pontifícia Universidade Católica De São Paulo.
What are some of Gabriel Sanchez's interests?
Gabriel Sanchez has interest in Economic Empowerment, Politics, Education, Environment, Human Rights, Arts And Culture, Health.
Who are Gabriel Sanchez's colleagues?
Gabriel Sanchez's colleagues are Clayton Silveira, Diógenes Diogo Valim, Michelly Bernardino Oliveira, Jéssica Carvalho, Raphael Straub, Leonardo Viana, Roney Comitre.
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Gabriel Sanchez
Content Lead At Start By Wgsn | Fashion Content | Content Marketing | Brand Strategy | Campaign Planning | CoolhuntingSão Paulo, Sp -
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Gabriel Sanchez
Ms Dynamics 365 Technical Consultant At Infoavan | Mba In Data Science And AnalyticsRio De Janeiro, Rj -
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