Hélio Brollo JuniorHJ
Open to opportunities

Hélio Brollo Junior

@hliobrollojunior

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

BF

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.

Education

Degrees, certifications, and relevant coursework

PU

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

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Hélio Brollo Junior - Senior Financial Advisor & Team Leader - Brauna Planejamento Financeiro | Himalayas