Hélio Brollo Junior
@hliobrollojunior
Customer Success professional with expertise in client engagement and retention.
What I'm looking for
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
Senior Financial Advisor & Team Leader
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.
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.
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.
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.
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.
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.
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.
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.
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.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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