Leonardo Monti Gomes Email and Phone Number
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Experienced in Financial and Insurance Products Management and Commercial Planning, working in Key Accounts acquisition, financial market dynamics, and leading multi-functional teams to attend internal and external clients and channels. Skills in managing B2B, B2C, and B2B2C portfolios.• Over 12 years of experience in Global Banking and Insurance leading projects, conducting strategic planning, managing the sales pipeline, and managing direct and indirect teams• Extensive experience in building, sustaining, and enhancing long-term commercial relationships focused on sales expansion, sustainable growth using analytical tools, and result's management• Multidisciplinary experience in sales, marketing, events, innovation, brand management, budget, risk management, and compliance with developed analytical skills• Skills in mobilizing, leading, and developing international and multicultural teams through effective communication and promoting a cooperative work environment• Experienced in several Financial Services Distribution Channels such as Retail (Agency), Wholesale (Broker), and Direct Sales• Skills in Critical Thinking, complex problem solving and working as a mediator in order to ensure that tasks are executed impeccably• Results-oriented committed to people development, dedicated to providing customized solutions to clients with a "World-Class" service level
Bankly - Banking As A Service
View- Website:
- unipac.com.br
- Employees:
- 631
-
Sales Manager - Financial Institutions And Agribusiness SolutionsBankly - Banking As A ServiceState Of São Paulo, Brazil -
International Business DeveloperUnipac May 2024 - PresentBrasil• Conduct market research and identify new business opportunities to increase revenue and company value.• Cultivate and manage relationships with key clients, fostering win-win partnerships and driving project success.• Lead the development and implementation of internationalization projects, ensuring alignment with strategic goals.• Manage multidisciplinary teams, providing leadership and development support, and ensuring efficient project execution.• Analyze financial, legal, and operational aspects of projects, mitigating risks for sustainable growth.• Oversee third-party services (consultancies, legal firms) to guarantee project efficiency.• Champion compliance with company policies, risk management frameworks, and quality management systems. -
Business Development ExecutiveSpiltag Packaging Solution Apr 2023 - May 2024Estados UnidosAt the forefront of Spiltag's global expansion, I specialize in identifying and capitalizing on new market opportunities in the innovative PET packaging industry. My role is a blend of strategic market analysis, client acquisition, and fostering enduring relationships with key stakeholders.💼 Key Responsibilities:Driving business growth through meticulous market research and strategic planning.Cultivating strong client relationships, ensuring a deep understanding of their needs to deliver tailored packaging solutions.Collaborating with cross-functional teams to align business development strategies with Spiltag's overarching goals.Championing Spiltag’s product innovations and advancements in international markets.Achieving ambitious sales targets while contributing to the company's revenue growth and market presence.🌐 My Approach:I am passionate about connecting with diverse clients and stakeholders, leveraging my expertise to promote sustainable and innovative packaging solutions. My goal is to not only expand Spiltag's reach but also to drive the industry forward through eco-friendly and client-centric practices. -
Performance Coach - Global Risk ManagementBank Of America Nov 2019 - May 2021Connecticut, United States• Leading a team of 30 people in the special project "Payroll Protection Program" (PPP CARES Act)• Test Unit supervision, ensuring efficiency and accuracy of application batches sent to the Small Business Administration (SBA) for approval• Individual productivity evaluation and control aiming to optimize the Unit's performance and accelerate the release of funds allocated to companies• Ensure compliance with all steps and metrics required by the Testing Scripts• Contribute with insights and ideas for the department and Testing Scripts process improvement• The Unit contributed 0.34% of audit findings, compared to the established target of 1% -
Consumer Tester - Global Risk ManagementBank Of America Mar 2020 - Nov 2020Connecticut, United States• Conducted loan agreements (limited to US$ 10 MM) compliance analysis subscribed by the Bank, regarding Federal Government's Payroll Protection Program (CARES Act)• Compliance test execution following the guideline proposed by the Testing Script, P&L analysis, companies' Results Statement and Cash Flow, as well as metrics for calculating the credit to be granted• Provide daily reports and feedbacks to the FLU (Front Line Unit) and Subscribers in order to correct, accelerate, and optimize the credit granting processes• Working closely with the Legal and Regulatory Department in order to ensure compliance with current laws and regulations related to the project• Top 50 in production volume and Q&A from over 1200 experts involved in the project• Contributed to turn the Bank of America into the largest financial institution in the US in PPP CARES Act concessions, over 478,000 contracts paid out, representing a total of $34.5 billion paid out to companies -
Relationship Banker - Consumer & Small Business BankingBank Of America Jun 2019 - Mar 2020Connecticut, Estados Unidos• Developing and strengthening relationships with customers by understanding their real needs and proposing appropriate solutions to attend to them• Introduce and training customers in new technologies and tools developed by BOA in order to offer improved convenience and security in banking transactions• Work closely with Private Banking Specialists, Merrill Lynch (Investments), Commercial Banking, Real Estate, and Payment Methods• Providing customers with a high-level personalized service, which is measured through satisfaction surveys daily conducted• In the first work quarter, I achieved 130% of the individual goal and over 500% of the deposit increase target -
Branch ManagerChubb Aug 2017 - Sep 2018Sao Paulo State, BrazilAs a dedicated Branch Manager, I lead the operations of CHUBB's branch with a focus on driving business growth, enhancing customer satisfaction, and ensuring operational excellence. My role involves a strategic blend of team leadership, financial management, and customer relationship development.💼 Key Responsibilities:Overseeing daily branch operations and ensuring compliance with company policies and industry regulations.Leading, motivating, and managing a diverse team to achieve and surpass sales and performance targets.Developing and implementing strategies for customer acquisition, retention, and satisfaction.Managing the branch's financial activities, including budgeting, forecasting, and P&L responsibility.Fostering a positive work environment that encourages team growth and collaboration.🔍 My Approach:I am passionate about creating a customer-centric branch culture, driving operational efficiency, and leading my team towards achieving collective and individual goals. My aim is to not only meet but exceed the expectations of our clients and stakeholders, contributing significantly to the overall success of Chubb. -
Business Development ExecutivePorto Seguro Jun 2014 - Jul 2017Sao Paulo State, Brazil• Responsible for managing the insurance brokers portfolio focused on maintaining long-term relationships • Goals and commercial negotiations with brokers regarding Porto Seguro's product lines• Training and qualifying Insurance Brokers and their sales teams on the Company's products• Partnership with Product Consultants in order to guarantee the highest support level to Partner Brokers • Promoted to Commercial Manager II after 5 months working for the company. Recurrent goal achievement throughout my career• I've won several Financial Products (Consortium and Auto Financing) and Telephony (Porto Conecta) campaigns• Management of the second-largest awarded portfolio (R$ 32MM) in São Paulo's countryside -
Internship TraineeSantander Jan 2009 - Jun 2014Sao Paulo State, Brazil• Prospecting and Management of individual and legal entities clients' portfolios, focused on retention and revenue increase• Credit analysis and defense before the Regional Committee for high-income customers and Legal Entities• Gathering of new resources aiming at the Investment portfolio expansion (Liabilities)• Work actively in deferred payments collection focused on the PDD reduction and Credit Recovery in Liquidation• Constant goal achievement. Member of the "Gold Club" (Top 10%)• Business Manager in 2012 and 2013, achieving a 35% growth in new loans, closing 80% of the expired loan portfolio, and a 60% growth in the active customer base• Admitted to Santander Commercial Chain Trainee Program in 2011, competed against over 20,000 candidates
Leonardo Monti Gomes Skills
Leonardo Monti Gomes Education Details
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Gpa: 4.0 -
Finance And Financial Management Services -
Inteligência Empresarial -
Marketing -
Administração De Empresas
Frequently Asked Questions about Leonardo Monti Gomes
What company does Leonardo Monti Gomes work for?
Leonardo Monti Gomes works for Bankly - Banking As A Service
What is Leonardo Monti Gomes's role at the current company?
Leonardo Monti Gomes's current role is Sales Manager - Financial Institutions and Agribusiness Solutions.
What is Leonardo Monti Gomes's email address?
Leonardo Monti Gomes's email address is le****@****ica.com
What schools did Leonardo Monti Gomes attend?
Leonardo Monti Gomes attended Suny Empire State College, Suny Empire State College, Fgv - Fundação Getulio Vargas, Fundação Getulio Vargas, Univem - Centro Universitário Eurípides De Marília.
What skills is Leonardo Monti Gomes known for?
Leonardo Monti Gomes has skills like Presentation Skills, Client Relations, Business Relationship Management, Responsabilidade Civil De Diretores E Administradores, Microsoft Powerpoint, Seguros, Customer Satisfaction, Investments, Financial Risk, Varejo, Strategic Planning, Financial Services.
Who are Leonardo Monti Gomes's colleagues?
Leonardo Monti Gomes's colleagues are Cauê Caina, Ivana Santos, Alexandre Costa, Renata Da Silva Matos, Sandra Sofia Figueiredo Coelho, Fabiano. Eurodata, Luiz Henrique Taniguti.
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