Looking for a job

Davi Nascimento

@davinascimento

I build lasting high-value customer relationships and deliver consultative financial solutions across banking, insurance, and pensions.

Brazil

Message

What I'm looking for

I'm looking to apply my customer relationship, portfolio management, and consultative financial-services experience to improve customer outcomes, support commercial teams, and build lasting client partnerships.

I've spent 18+ years building customer relationships and delivering consultative financial solutions at Brasilprev, Sicoob, Safra, Citibank, Itaú, and other leading institutions.

At Brasilprev, I managed customer relationships, resolved complex requests, and trained Banco do Brasil managers to communicate complementary pension solutions clearly and effectively.

I've managed strategic and high-value portfolios across credit, investments, insurance, and pensions, identifying customer needs, risks, retention opportunities, and tailored solutions.

I use CRM, financial data, and performance indicators to prioritize opportunities, improve customer experiences, and help commercial teams make informed decisions. I'm CFP®, CPA-20, and SUSEP certified.

Experience

Work history, roles, and key accomplishments

Senior Pension Consultant

Brasilprev Seguros e Previdência S.A.

Jun 2020 - Jul 2026 (6 years 1 month)

Managed customer relationships and provided consultative support focused on understanding customer needs and delivering appropriate financial solutions. Supported complex customer requests, ensuring follow-up, timely resolution and a high-quality customer experience.

Customer Relationship Management Consultative Approach Complex Inquiry Resolution Stakeholder Management Product Training Customer Needs Analysis Financial Services CRM Data Analysis Process Improvement

Commercial Manager

Sicoob

May 2019 - Jun 2020 (1 year 1 month)

Managed a strategic portfolio of customers and developed long-term relationships with individuals and corporate stakeholders. Served as a primary point of contact for customer requests, questions and complex financial needs.

Portfolio Management Customer Relationship Management Account Management Customer Needs Analysis Financial Services Stakeholder Management CRM Data Analysis

Account Executive

Petra Gold Serviços Financeiros

Nov 2018 - May 2019 (6 months)

Managed prospect and customer relationships through phone calls, meetings and external visits. Conducted consultative presentations and identified customer needs to recommend appropriate financial solutions.

Customer Relationship Management Consultative Communication Sales Proposal Preparation Customer Needs Analysis Financial Services

Private Banking Commercial Analyst

Banco Safra

Nov 2016 - Nov 2018 (2 years)

Provided personalized service to high-net-worth individual and corporate investment customers. Managed customer requests through phone, in-person meetings, remote interactions and external visits.

Customer Relationship Management High Net Worth Services Complex Inquiry Resolution Stakeholder Management Financial Services CRM Data Analysis

Service Manager

Banco Citibank S.A.

Jun 2014 - Nov 2016 (2 years 5 months)

Managed relationships with Citigold Private Client customers, including high-net-worth individuals and corporate investors. Served as a primary customer contact, ensuring high-quality and personalized service.

Customer Relationship Management High Net Worth Services Complex Inquiry Resolution Stakeholder Management Financial Services CRM Data Analysis

Insurance & Pension Consultant

Bradesco Vida e Previdência

Jun 2012 - May 2014 (1 year 11 months)

Managed customer relationships and provided consultative guidance on insurance and pension products. Identified customer needs and recommended customized solutions.

Customer Relationship Management Consultative Approach Product Training Customer Needs Analysis Financial Services Insurance Pensions

Personnalité Relationship Manager

Banco Itaú S.A.

Apr 2008 - May 2012 (4 years 1 month)

Progressed from intern to Relationship Manager within two years. Managed customer portfolios and developed long-term relationships with high-value customers.

Customer Relationship Management Portfolio Management Consultative Approach Financial Services Credit Investment Insurance