Pedro Leite

Pedro Leite Email and Phone Number

Commercial @ Itaú-Unibanco | CPA 20 | Financial Products Specialist | Commercial Management | Customer Success | Strategic Sales @ Itaú Unibanco
sao paulo, sao paulo, brazil
Pedro Leite's Location
Rio de Janeiro, Rio de Janeiro, Brazil, Brazil
About Pedro Leite

I am a professional specializing in financial products, commercial management, and sales, with experience in financial institutions and multinational companies such as Itaú Unibanco and KPMG. As a Commercial Manager in a large-scale branch, I manage portfolios of over 6,000 clients (retail, high-net-worth, and corporate), excelling in financial consulting, credit analysis, recovery, and customer satisfaction. With strong analytical and commercial skills, my focus is on delivering personalized financial solutions that exceed client expectations and maximize branch profitability.My core competencies include:- Financial Consulting: Expertise in banking products and financial planning, aiming to meet and exceed client needs.- Portfolio Management: Experience in managing retail, high-net-worth, and corporate clients, focusing on turnover and loyalty through consultative service.- Credit Analysis and Recovery: Planning and executing credit viability, including developing and maintaining credit policies and collection strategies.- Data Analysis: Proficient in SQL and Excel for complex data analysis, report creation, and dashboards. Skilled in Power BI and Tableau for generating insights and optimizing strategies.- Operational Support: Capable in cash and treasury operations, ensuring efficiency in operational and administrative activities.- Training and Development: Responsible for training new hires (interns and business agents), providing support for adaptation and skill development in commercial roles.- Strategic Planning: Collaborating in tactical strategies, alongside the Branch Service Manager, to align commercial operations with the organizational goals of Retail and Corporate portfolios.I am always seeking challenges that allow me to contribute my knowledge and experience in the financial sector.

Pedro Leite's Current Company Details
Itaú Unibanco

Itaú Unibanco

View
Commercial @ Itaú-Unibanco | CPA 20 | Financial Products Specialist | Commercial Management | Customer Success | Strategic Sales
sao paulo, sao paulo, brazil
Website:
itau.com.br
Employees:
65583
Pedro Leite Work Experience Details
  • Itaú Unibanco
    Commercial Analyst
    Itaú Unibanco Nov 2022 - Present
    Rio De Janeiro, Brasil
    - Managed a portfolio of over 6,000 clients (retail and corporate) in a large-scale branch, conducting profile analysis to offer personalized financial solutions.- Specialized in financial and investment products, providing consultancy and advisory services to maximize client profitability.Supported account management and commercial teams in operational and administrative activities, including cash and treasury operations.- Focused on customer service journey with initiatives to improve NPS and foster client loyalty, ensuring portfolio sustainability.- Excelled in credit renegotiation and consistently achieved 150% of individual targets every month.- Responsible for training new interns and business agents, ensuring excellence in service and operations.
  • Itaú Unibanco
    Intern
    Itaú Unibanco Jun 2021 - Nov 2022
    Rio De Janeiro, Brasil
    - Responsible for achieving credit targets in two large-scale branches, managing a portfolio of over 10,000 clients.- Planned and analyzed credit feasibility, providing financial solutions aligned with clients' profiles and needs.Provided operational support to management, including cash handling, customer service, and overseeing the entire credit cycle.- Focused on customer experience and NPS, maintaining contact with at least 70% of the portfolio's clients.- Achieved multiple credit campaign successes in the branches I worked at.- Served as the focal point for training new interns, providing support for adaptation and development of commercial skills.
  • Kpmg
    Junior Auditor
    Kpmg Jan 2020 - Aug 2020
    Rio De Janeiro, Brasil
    - Performed financial audits in accordance with international accounting standards.- Planned and executed audit tests and procedures in various areas, including accounting, internal controls, and regulatory compliance.Analyzed and interpreted financial data to identify risk areas, fraud, or non-compliance.Prepared detailed audit reports, highlighting findings and recommendations for improvements.- Collaborated with the audit team to ensure the quality and efficiency of work.- Participated in client meetings to discuss audit results and provide guidance on accounting practices.- Developed skills in business planning, including understanding client needs and identifying business opportunities.- Utilized data analysis tools and software to extract relevant information and identify patterns or anomalies (Power BI, Tableau, ACL Analytics, etc.).- Maintained up-to-date knowledge of accounting regulations and best audit practices.
  • Ibmec Consultant Jr.
    Consultor Júnior
    Ibmec Consultant Jr. Jul 2019 - Dec 2019
    Rio De Janeiro, Brasil
    Como consultor na empresa júnior da minha faculdade, tive a oportunidade de participar de diversos projetos estratégicos que me permitiram aplicar na prática o conhecimento teórico adquirido durante o curso de Contabilidade. Minha atuação foi focada em proporcionar soluções eficientes e inovadoras para as empresas parceiras, contribuindo diretamente para o crescimento e desenvolvimento de seus negócios. As principais atividades incluíam:- Realização de pesquisas de mercado detalhadas, identificando oportunidades e tendências que forneceram insights estratégicos para auxiliar na tomada de decisões dos clientes.- Desenvolvimento e documentação de fluxos de trabalho, otimizando a eficiência operacional e melhorando a comunicação entre equipes.- Condução de entrevistas e coleta de feedbacks para entender as necessidades e expectativas dos clientes, propondo melhorias significativas na jornada do cliente.- Criação de projeções financeiras e orçamentárias, garantindo que os projetos estivessem alinhados com os objetivos financeiros das empresas parceiras.- Colaboração na criação de estratégias de marketing, incluindo análise de público-alvo e definição de canais de comunicação, para aumentar a conscientização da marca.- Auxílio na elaboração de planos de negócios completos, integrando análises de mercado, finanças e operações, facilitando a apresentação para potenciais investidores.Essa experiência foi fundamental para o meu desenvolvimento profissional, aprimorando minhas habilidades analíticas, de planejamento estratégico e de consultoria. Ela também me proporcionou uma visão mais abrangente sobre as demandas do mercado e a importância de uma gestão eficiente e orientada para resultados.

Pedro Leite Education Details

Frequently Asked Questions about Pedro Leite

What company does Pedro Leite work for?

Pedro Leite works for Itaú Unibanco

What is Pedro Leite's role at the current company?

Pedro Leite's current role is Commercial @ Itaú-Unibanco | CPA 20 | Financial Products Specialist | Commercial Management | Customer Success | Strategic Sales.

What schools did Pedro Leite attend?

Pedro Leite attended Ibmec.

Who are Pedro Leite's colleagues?

Pedro Leite's colleagues are Martha Cerqueira, Mary Marques, Victor Augusto Cosmos, Tatiana Moreira Knaake, Maria Eduarda Neves, Ariany Gomes De Oliveira, Francielle Carvalho.

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