Open to opportunities

Hélio Brollo Junior

@hliobrollojunior

Message

Customer Success professional with expertise in client engagement and retention.

Brazil

Message

What I'm looking for

I am looking for a role that fosters collaboration, values customer insights, and offers opportunities for professional growth.

As a dedicated Customer Success and Client Support professional, I have honed my skills in client-facing roles and team leadership over the years. My experience includes working directly with hundreds of customers, where I have led initiatives aimed at driving engagement, retention, and satisfaction. I pride myself on my data-driven approach and strong communication skills, which allow me to understand customer needs, manage expectations, and deliver tailored solutions effectively.

In my current role as a Senior Financial Advisor and Team Leader, I lead a team of financial planners with a focus on client satisfaction and retention. I manage strategic projects designed to enhance the customer experience and reduce churn, while also overseeing the onboarding, training, and performance monitoring of my team. My previous roles have equipped me with a robust understanding of customer metrics and the ability to implement effective retention strategies, ensuring that I consistently deliver value to both clients and my organization.

Experience

Work history, roles, and key accomplishments

Current

Senior Financial Advisor & Team Leader

Current

Brauna Planejamento Financeiro

Dec 2024 - Present (7 months)

Led a team of financial planners, focusing on client satisfaction and retention. Managed strategic projects to improve customer experience and reduce churn.

Team Leadership Client Experience Customer Retention Project Management Performance Monitoring

Mid-Level Financial Advisor

Brauna Planejamento Financeiro

Jul 2024 - Present (1 year)

Managed a portfolio of clients with ongoing support and problem resolution. Conducted onboarding, follow-ups, and handled customer escalations.

Customer Support Customer Onboarding Financial Solutions

Junior Financial Advisor

Brauna Planejamento Financeiro

Jan 2024 - Present (1 year 6 months)

Provided day-to-day support to clients, focusing on satisfaction and retention. Assisted with onboarding processes and resolving client queries.

Customer Satisfaction Customer Retention Onboarding Query Resolution

Performance Manager

Profitto Marketing e Tecnologia

Jan 2023 - Present (2 years 6 months)

Analyzed client performance metrics and presented actionable insights. Worked directly with clients to optimize results and retention strategies.

Performance Analysis Retention Strategy Data Analysis Client Relations

Investment Advisor

XP Investimentos

Jun 2022 - Present (3 years 1 month)

Provided direct customer service and support for financial solutions. Assisted clients with investment-related inquiries and transactions.

Customer Service Financial Solutions Customer Support Financial Planning

Relationship Manager

Santander Brasil

Nov 2021 - Present (3 years 8 months)

Managed client relationships and provided direct customer service. Supported clients with various financial solutions and inquiries.

Relationship Management Customer Service Financial Solutions Customer Support Banking Operations

Investment Advisor

Manhattan Investimentos

May 2021 - Present (4 years 2 months)

Offered direct customer service and support for financial solutions. Advised clients on investment opportunities and strategies.

Customer Service Financial Solutions Customer Support Financial Markets

Production Manager

B&G Camas e Colchoes

Feb 2016 - Present (9 years 5 months)

Led operational teams, focusing on team management and quality assurance. Oversaw production processes to ensure efficiency and product quality.

Team Leadership Operations Management Quality Assurance Production Management Process Improvement

Education

Degrees, certifications, and relevant coursework

PUC-Campinas

Bachelors Degree, Advertising and Marketing

Studied Advertising and Marketing, gaining foundational knowledge in consumer behavior, market analysis, and strategic communication. Developed skills in creating and executing marketing campaigns.