Pessoa Consultora de Negócios Imobiliários Sênior | Home Equity

About the role

In this senior-level position, you will be an integral part of the Home Equity B2B team at C6 Bank, which focuses on credit origination secured by real estate assets through strategic partnerships and unique channels. Your primary responsibility will be to serve as the key liaison for B2B partners, fostering strong relationships and ensuring a steady flow of business opportunities with correspondents, advisory firms, and real estate agencies.

Key facts

What you'll do

• Develop and enhance strategic partnerships aimed at driving Home Equity operations, engaging with B2B partners in a consultative manner.
• Oversee and nurture ongoing relationships with correspondents, advisory firms, real estate agencies, and other distribution channels to ensure sustained engagement and repeat business.
• Gain a comprehensive understanding of each partner's operational model and objectives, guiding them in the optimal utilization of the product portfolio.
• Monitor partner portfolios to identify growth opportunities, potential for cross-selling, and increases in transaction volumes.
• Facilitate the deal flow process with partners, ensuring alignment between internal and external teams throughout all stages.
• Organize and maintain proposals, ensuring high data quality, proper documentation, and compliance with each phase of the process.
• Negotiate commercial and structural terms with both internal stakeholders and partners to ensure the feasibility of deals.
• Act as the primary point of contact for partners, delivering prompt and effective support throughout the entire operational cycle.
• Clearly communicate conditions, timelines, and procedural steps to keep partners well-informed.
• Propose enhancements to partnership models, workflows, and commercial strategies to improve efficiency and effectiveness.

Requirements

• A completed or in-progress degree in Business Administration, Economics, Accounting, Commercial Management, Financial Management, or a related field.
• Demonstrated commercial experience, preferably within financial services, banking, or fintech sectors.
• Experience managing B2B client portfolios with a focus on consultative relationship building.
• Familiarity with Home Equity products and the various stages involved in real estate-backed credit processes.
• Proven track record in commercial negotiation, needs assessment, proposal development, and managing the sales cycle.
• Ability to meet commercial targets and performance metrics while simultaneously exploring new business opportunities.
• Proficiency with CRM tools, commercial systems, and administrative processes for tracking portfolios and clients.
• Excellent written and verbal communication skills, with comfort in engaging with diverse client and partner profiles.
• Highly organized and detail-oriented, with a strong focus on operational processes related to deal formalization.
• A collaborative mindset with the ability to work across various internal departments.
• Resilience to manage targets, high demand volumes, and dynamic commercial environments.
• Current residency in the Centro-Oeste region of Brazil.
• Willingness to work 100% on-site and travel within the operational hub area.

Nice to have

• Previous experience in a similar role within the financial services or real estate sectors.
• Knowledge of regulatory frameworks governing Home Equity products.
• Familiarity with data analysis tools to track performance metrics and identify trends.

Skills & tools

• Proficient in CRM platforms and commercial sales systems.
• Experienced in using portfolio management and client tracking tools.

Practical notes

• C6 Bank offers a comprehensive benefits package that includes meal and food vouchers, health and dental insurance, daycare assistance, life insurance, and access to WellHub and TotalPass gym facilities.
• Additional perks include online therapy services through Conexa and Psicologia Viva at no cost, training opportunities via Carbon Academy, and a range of wellness amenities such as a Carbon Spa salon, Carbon Care clinic, quick massage sessions, and a nursing room.
• Employees can also enjoy extended parental leave under the Empresa Cidadã program, bike parking, locker rooms, and corporate shuttle services.
• The workplace features a lounge area equipped with video games, a pool table, playball, barbecue facilities, draft beer, a snack bar, rest areas, hammocks, a basketball hoop, and an organic community garden.
• C6 Bank is a fully digital banking institution based in São Paulo, catering to individuals, micro-entrepreneurs, and small to medium-sized enterprises across Brazil, offering over 90 financial products and employing more than 3,000 professionals.