Lucas Santos Email and Phone Number
With more than 7 years of experience in the financial segment, I am a Corporate Relationship Manager at Itaú, where I work in corporate portfolio management, negotiation, visits and high performance. I have CPA 10 and CPA 20 certifications from ANBIMA, which prove my competence in investment products and the financial market.Winner of the Agir/Gera Program in 2019 in Paracatu-MG, 2021 and 2022 in Patos de Minas-MG.I have a degree in Business Administration, a postgraduate degree in People Management, an MBA in Financial Management, Controlling and Auditing, and I am studying Agronomy. This combination allows me to have a broad and strategic view of business, especially in the financial sector. My goal is to contribute to the growth and profitability of the company and my clients, with ethics, responsibility and innovation.Do you want to talk about business, challenges and opportunities? Call me in chat.
Obramax
View- Website:
- obramax.com.br
- Employees:
- 229
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ObramaxUberlândia, Mg, Br
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Gerente De Expansão ComercialObramax Sep 2024 - PresentRio De Janeiro, BrasilGestão de negócios; Gestão de pessoas; Gestão de Projetos.
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Business Relationship ManagerItaú Unibanco Sep 2023 - Sep 2024Uberlândia, Minas Gerais, BrasilCorporate portfolio management, relationships, business, visits and high performance. -
Uniclass Relationship ManagerBank Itaú Unibanco Jan 2023 - Sep 2023Uberlândia, Minas Gerais, Brasil
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Commercial Agent IiBank Itaú Unibanco Nov 2019 - Jan 2023Patos De Minas, Minas Gerais- Focus on sales and customer satisfaction.-Open personal accounts, customer service, marketing of banking products, investments, negotiations and renegotiations.-Focus on the result.-Development of sales strategies, in order to overcome goals proposed by commercial management.-Execution of commercial actions with emphasis on new business and relationship with customers.-Development and improvement of knowledge through e-learning courses and on the job.
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Comercial AgentBank Itaú Unibanco Sep 2018 - Nov 2019Paracatu E Região, Brasil- Focus on sales and customer satisfaction.-Open personal accounts, customer service, marketing of banking products, investments, negotiations and renegotiations.-Focus on the result.-Development of sales strategies, in order to overcome goals proposed by commercial management.-Execution of commercial actions with emphasis on new business and relationship with customers.-Development and improvement of knowledge through e-learning courses and on the job.
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Comercial AgentBank Of Brazil Sep 2016 - Sep 2018Ituiutaba E Região, Brasil- Focus on sales and customer satisfaction.-Open personal accounts, customer service, marketing of banking products, investments, negotiations and renegotiations.-Focus on the result.-Development of sales strategies, in order to overcome goals proposed by commercial management.-Execution of commercial actions with emphasis on new business and relationship with customers.-Development and improvement of knowledge through e-learning courses and on the job. -
TraineeBank Itaú Unibanco Dec 2015 - Sep 2016Ituiutaba E Região, Brasil-Focus on sales of payroll-deductible products, banking products and sustainable performance.-Support in the marketing of financial products such as insurance, credit card, capitalization bonds and credit lines.- Analyze, control and check documents, evaluate and meet customer needs.-Knowledge of a bank branch and other products such as consortium, financing and private pension plans.- Constant training (On The Job, E-Learning and others) deepening knowledge.- Periodically monitoring results and performance.-Elegible in all stages of the stage with an average of more than 120% of production.
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ManagerCellphone.Com Aug 2012 - Dec 2015Ituiutaba E Região, Brasil-General in sales, customer service, telemarketing and business organization.-I had great results and was the differential for the company in the sales area. -
ApprenticeForums Desembargador Newton Ribeiro Da Luz Aug 2010 - Jul 2011Ituiutaba E Região, BrasilI got a great experience in the area of customer service and organization. As a first job I excelled at showing pro-activity, easy adaptability, organization, dedication and good communication.
Lucas Santos Education Details
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People Management With Emphasis On Organizational Leadership -
Centro Universitário De Caratinga - UnecAgronomy -
Financial Management, Controllership And Audit Executive -
Business Administration And Management, General
Frequently Asked Questions about Lucas Santos
What company does Lucas Santos work for?
Lucas Santos works for Obramax
What is Lucas Santos's role at the current company?
Lucas Santos's current role is Company Manager at Itaú / CPA-20 / People and financial management / Auditing / Controllership / Agro.
What schools did Lucas Santos attend?
Lucas Santos attended Pontifical Catholic University Of Minas Gerais, Centro Universitário De Caratinga - Unec, Brazilian Training Institute - Ibf Pós, Northern University Of Paraná.
Who are Lucas Santos's colleagues?
Lucas Santos's colleagues are Karine Viana, Tiago Ferro, Heleno Leão, Lais Frazzoli, Paulo Germano, Andres Zapata, Marcelo Lima.
Not the Lucas Santos you were looking for?
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Lucas Santos
Rio De Janeiro, Brazil -
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Lucas Santos
Sales Effectiveness | Mba Em Business Intelligence & Analytics | Incentives | CompensationSão Paulo, Sp1roche.com -
2quintoandar.com.br, abuzitos.com.br -
Lucas Althoff
Brasília, Df
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