# Davi Nascimento

Davi Nascimento is a remote worker on Himalayas, Senior Pension Consultant at Brasilprev Seguros e Previdência S.A., based in Brazil.

Source: https://himalayas.app/@davinascimento

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

| Detail | Value |
| --- | --- |
| Availability | Looking for a job |
| Location | Brazil |
| Authorized to work in | Brazil |
| Salary expectations | 30k+ USD |
| Job categories | Customer Relationship Manager, Account Manager, Customer Success Manager, Customer Experience Manager, Customer Support Manager, Commercial Manager, Pension Consultant, Financial Consultant |
| Skills | Customer Operations, Customer Success, Customer Relationship Management, Account Management, Customer Support, Customer Experience, Customer Retention, Customer Needs Analysis, Complex Inquiry Resolution, Issue Identification, Escalation Management, Stakeholder Management, Cross Functional Collaboration, Customer Training, Customer Enablement, Product Training, Process Improvement, CRM, Portfolio Management, Data Analysis, Business Insights, Problem Solving, Consultative Communication, Relationship Building, Financial Services, Customer Service, Excel, Power BI, Customer Portfolio Management, Customer Data Analysis, Digital Customer Service, Investment Advisory, Insurance, Pensions |
| LinkedIn | https://linkedin.com/in/davi-nascimento-cfp |

## What I'm looking for

```text
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.
```

## About

```text
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

### Senior Pension Consultant

Brasilprev Seguros e Previdência S.A.. Jun 2020 - Jul 2026

```text
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.
```

Skills: 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

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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.
```

Skills: 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

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Managed prospect and customer relationships through phone calls, meetings and external visits. Conducted consultative presentations and identified customer needs to recommend appropriate financial solutions.
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Skills: Customer-Relationship-Management, Consultative-Communication, Sales, Proposal-Preparation, Customer-Needs-Analysis, Financial-Services

### Private Banking Commercial Analyst

Banco Safra. Nov 2016 - Nov 2018

```text
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.
```

Skills: 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

```text
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.
```

Skills: 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

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

Skills: 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

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

Skills: Customer-Relationship-Management, Portfolio-Management, Consultative-Approach, Financial-Services, Credit, Investment, Insurance

## Education

### Universidade do Grande Rio

Bachelor's Degree, Business Administration

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Bachelor's Degree in Business Administration from Universidade do Grande Rio, completed in 2009.
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## Tech stack

- Microsoft Excel
- Power BI

To contact Davi, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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