Caio Rodrigues, CEA

Experience

• 

  Bradesco

  May 2015 - Apr 2021

  Average income individual costumers portfolio management (the highest level of portfolio available at the bank branch). Same duties of the last job, but with a larger number of clients, with a larger income. Responsible by servicing and managing the Classic segment at the bank branch. Analysed reports and comercialized banking products and services (investments fundraising, loans, expenses management, credit cards, among others) so the client portfolio overcame the expected income. Responsible for servicing the clients on their daily needs. Business prospecting. Started learning reports analysis and client portofolio management. Servicing clients on their daily needs, solving their problems. Business prospecting.

  • Exclusive Relationship Manager

    Nov 2020 - Apr 2021

  • Assistant Manager.

    Aug 2017 - Nov 2020

  • Teller

    Nov 2015 - Aug 2017

  • Clerk

    May 2015 - Nov 2015
• 

  Itaú Unibanco

  Jan 2022 - now

  Montagem e gestão de carteira dos meus clientes, buscando o desempenho mais eficiente possível conforme cada perfil e objetivos particulares. High income individual costumer portfolio analytic and strategic management, seeking for their financial health and satisfaction in service. Focused also on their financial planning by specialized credit, succession and mostly, investment consultancies.

  • Especialista de Investimentos Íon

    Jun 2024 - now

  • Personnalité Relationship Manager

    Jan 2022 - Jun 2024