Matheus Engler Email & Phone Number

State Of São Paulo, Brazil

São Paulo, Brasil

• Lead generation and acquisition of new clients;• Client portfolio management and retention;• Conduct regular client meetings and on-site visits to strengthen relationships;• Update CRM systems with real-time business developments and identified opportunities;• Perform market mapping to identify and target potential clients;•Drive revenue growth within the client portfolio, ensuring retention and preventing client churn and delinquency;

São Paulo, Brazil

• Cover a group of 150 clients mainly in the Agribusiness and Digital Sectors.• Lead in-person meetings with client base to bring new and foment existing businesses.• Establish a close relationship with clients, ensuring their ongoing satisfaction and positive NPS towards CERC.• Design coverage strategy with senior officers and maintain an updated revenue and opportunities map for each client.• Monitor and supervise billing reports to ensure accuracy and track performance for each client.• Create pitches and presentations for various meetings and market events.

São Paulo, Brazil

• Cover a group of 150 clients mainly in the Agribusiness and Digital Sectors.• Financial product development.• Lead in-person meetings with client base to bring new and foment existing businesses.• Establish a close relationship with clients, ensuring their ongoing satisfaction and positive NPS towards CERC.• Design coverage strategy with senior officers and maintain an updated revenue and opportunities map for each client.• Monitor and supervise billing reports to ensure accuracy and track performance for each client.• Create pitches and presentations for various meetings and market events.

São Paulo, Brazil

• Analyzed viability and provided formal understandings for various new OTC trades and products considering existing laws, regulators precedents and B3 rulebooks.• Updated and revised all B3`s OTC Unit rulebooks and bylaws.• Acted as PMO and wrote minutes for B3`s Law Advisory Committee which unites some of the brightest legal minds in the Brazilian financial market.• Performed in depth research to back up senior lawyers’ analysis of different cases and situations.• Prepared various legal documents and memos.• Kept up to date with all relevant laws and regulations.• Worked closely with B3`s clients to understand in details the trades and products being analyzed.

São Paulo, Brazil

• Executed legal base and precedents research in different law matters, ranging from tax law.• Specialized in tax litigation law.• Reviewed all legal documentation for each different cases, wrote legal pieces and was responsible for managing processes deadlines.• Participated in meetings with clients and supported senior legal staff with all required drafting and amendment of legal documents.• Prepared documents for court hearings, trials and mediations whilst ensuring ongoing adherence to strict confidentiality regulations

São Paulo, Brazil

• Executed legal base and precedents research in different law matters, ranging from labor, civil and family law.• Specialized in civil litigation law.• Reviewed all legal documentation for each different cases, wrote legal pieces and was responsible for managing processes` deadlines.• Participated in meetings with clients and supported senior legal staff with all required drafting and amendment of legal documents.• Prepared documents for court hearings, trials and mediations whilst ensuring ongoing adherence to strict confidentiality regulations

Postgraduate Degree, Civil Procedure

Postgraduate Degree, Medicine Law

Bacharelado, Law, Média Ponderada: 9,06

Grupo De Estudo, Direito Financeiro E Mercado De Capitais

Grupo De Estudos, Compliance