Daniel Cecchetti De Souza
São José Dos Campos, Sao Paulo
Summary
Seasoned executive with a proven track record in sales, investor relations and building strong relationships. Excelled in enhancing client satisfaction and driving sales growth through strategic leadership and effective vendor negotiations. Skilled in C-suite executive relations, achieving significant achievements in financial advisory and corporate sales.
Overview
20
20
years of professional experience
Work History
Investor Relations
Prunus Lvnt Gestao De Recursos Ltda
São Paulo, Sao Paulo, Brazil (Remote)
01.2024 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
Financial Advisor
Brauna Assessores De Investimentos Ltda
São José Dos Campos, Sao Paulo, Brazil
07.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
Branch Manager
Manhattan Prime Assessores De Investimentos Ltda
São José Dos Campos, Sao Paulo, Brazil
08.2019 - 02.2023
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
Head of Corporate Sales
Manhattan Prime Assessores De Investimentos Ltda
Campinas, Sao Paulo, Brazil (Remote)
08.2019 - 02.2023
- Streamlined the sales process for improved efficiency and higher closing rates.
- Developed compelling proposals that effectively demonstrated the value of our products and services, resulting in successful negotiations and closed deals.
- Collaborated with cross-functional teams to develop innovative solutions for client challenges.
- Set ambitious but achievable targets for individual team members, driving increased motivation and productivity throughout the organization.
- Implemented effective sales training programs, enhancing the capabilities of the entire sales force.
Managing Director Latin America
Hydro Systems Company
Jundiaí, Sao Paulo, Brazil
01.2017 - 06.2018
- Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
- Monitored office workflow and administrative processes to keep operations running smoothly.
- Strengthened client relationships with regular communication, timely project delivery, and high-quality services.
- Negotiated new annual contracts and service agreements with vendors to achieve prime pricing.
- Developed comprehensive business plans, outlining long-term goals and actionable steps toward success.
- Worked closely with organizational leadership and board of directors to guide operational strategy.
Regional Sales Manager
SWEP International AB
São Paulo, Sao Paulo, Brazil
10.2011 - 12.2016
- Expanded market share within the region by identifying growth opportunities and collaborating with cross-functional teams.
- Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.
- Increased regional sales by implementing strategic marketing plans and nurturing key client relationships.
- Developed a successful sales team through rigorous coaching, performance management, and ongoing training.
Sales and Marketing Manager
Business Sweden
São Paulo, Sao Paulo, Brazil
04.2010 - 09.2011
- Conducted market research to identify new business opportunities and stay ahead of industry trends.
- Analyzed sales and marketing data for improved strategies.
- Directed sales support staff in administrative tasks to help sales reps close deals.
- Increased market share by identifying untapped customer segments and developing tailored offerings to meet their needs.
Market Unit Manager
Alfa Laval Ltda
São Paulo, Sao Paulo, Brazil
02.2004 - 03.2010
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Met with clients, delivering presentations, and educating on product and service features and offerings.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Analyzed market trends to identify new business opportunities, leading to expansion into profitable territories.
Education
No Degree - Leadership Summit, Business
United States Military Academy At West Point
West Point, NY11.2017
MBA -
Instituto De Ensino E Pesquisa Insper
São Paulo, Sao Paulo, Brazil12.2016
Graduate - Production Process
Faculdade De Tecnologia De São Paulo
São Paulo, Sao Paulo, Brazil12.2005
Skills
- Investor Relations Management
- Relationship Building Abilities
- Vendor relationship building
- C-suite executive relations
Timeline
Investor Relations
Prunus Lvnt Gestao De Recursos Ltda
01.2024 - Current
Financial Advisor
Brauna Assessores De Investimentos Ltda
07.2023 - Current
Branch Manager
Manhattan Prime Assessores De Investimentos Ltda
08.2019 - 02.2023
Head of Corporate Sales
Manhattan Prime Assessores De Investimentos Ltda
08.2019 - 02.2023
Managing Director Latin America
Hydro Systems Company
01.2017 - 06.2018
Regional Sales Manager
SWEP International AB
10.2011 - 12.2016
Sales and Marketing Manager
Business Sweden
04.2010 - 09.2011
Market Unit Manager
Alfa Laval Ltda
02.2004 - 03.2010
No Degree - Leadership Summit, Business
United States Military Academy At West Point
MBA -
Instituto De Ensino E Pesquisa Insper
Graduate - Production Process
Faculdade De Tecnologia De São Paulo