Marcel Santos

Leading the Commercial Department developing all sales of the company, including building commercial strategies and guidelines to target the sales through effective planning and budgeting by evaluating the sales forecast. Creating marketing materials and recruiting and training and instructing the sales team. Reporting directly to the CEO, managing the complete pre-sales activities and post-sale customer relations by ERP and CRM system. In addition, tracking and monitoring performance of various KPI’s.

Worked in Procurement as a Financial Analyst with the Business Management Office team. Assisted with the Purchasing Order process, which included reviewing spending and budget forecast on purchase requests, also the Procurement process implementation. Developed reports for fiscal budget and project budget development. Contributed to the new processes to support the above processes to from a financial and decision, support function, and additional activities with focus on financial analysis work.

Supported expatriates and international high net worth clients. Provided advice about the best opportunities for financial, wealth, and investment management. Provided required documents for foreigners to open a bank account: assisted with foreign exchange operations, Brazilian regulations, taxes and bank fees. Assisted with references for international HSBC managers and offshore checking accounts for investments and international services.

Wealth Manager providing financial and investment planning services to high net worth investors from retirement planning to investments, mortgages to estate planning and taxation. Highly personalized assistance and knowledge in FX transactions.

Performed as an investment adviser and a financial planner. Assisted with retail and high income segments. Was responsible for maintaining relationships between the bank and clients. Promoted the sale of insurance products, credit and investments.

Assisted the manager in sales and trading for the branch and managed client portfolios. Provided effective management of credit and investments for clients.

Trained staff and supported branches in Curitiba/PR, using a Technology Integration Project at SantanderBanespa. Reported and informed the chief executive in charge of all daily projects.

Assisted the manager with administrative routines and provided customer service.

Assisted the manager with administrative routines. Provided customer service and organized documents