account manager
Resume:
Melville Pereira
Ontario, L6P 1E9
Business # 905-***-****
Home# 905-***-****
********.*******@***.***
SUMMARY OF QUALIFICATIONS
Innovative leader with over thirteen years experience in the financial sector.
Dynamic and well-grounded professional with excellent interpersonal, analytical and organizational skills to excel within highly competitive environments
PROFESSIONAL EXPERIENCE
ROYAL BANK FINANCIAL GROUP 2007-Present
Senior Accounts Manager
Relationship Managing a book of high net worth clients at the Brampton
main branch, Brampton by discovering needs and goals through the “Perfect Financial Review “ strategies
Financial review always looking to retain existing business and proactively seeking opportunities to increase revenue and new business from existing clients and centre of influence.
In a perfect financial review while doing needs based analysis, Looking at the holistic picture and opportunities for credit solutions including loans,credit line home line mortgages, refinances visa perfect financial review investments always leveraging usage of calculators.
Including asset allocation Horizon calculator and retirement calculators
Leveraged expertise including investment retirement planners and mortgage specialist quartile winner for Q4 2009
Leveraged investment knowledge with peers in joint sessions with clients including sessions to successfully complete the national investment review and IFIC exams and PFP Only licensed branch mutual representative to sell third party mutual funds
Other than IRP and FP, as well as Branch compliance officer
ROYAL BANK FINANCIAL GROUP 2001-2007
Royal Mutual Funds - Invest by Phone
Investment solutions Discuss the holistic investment solutions while completing needs based analysis, using various calculators including asset allocation and retirement calculators to be our clients trusted advisor
Investing both in the registered and non registered mutual fund account, proactively looking for opportunities to increase revenue and build a win –win situation both for the client and the bank.
Balancing and rebalancing clients mutual fund portfolio, discussing all aspects of Investing, proactively contacting clients discussing investment solutions as their Trusted advisor in the process won numerous ‘Employee of the Month’ and quartile award winner including letters for outstanding client service.
Royal Bank Financial Group 2000-2001
Business Banking
Business banking investments and credit solution, discussing every day banking needs account services including online services won the Gone fishing blitz for the highest sales
Royal Bank Financial Group 1998-2000
Personal banker proactive
Proactively contacting RBC clients discussing both the credit and investment solutions
Increasing revenue by adding external funds on the books, converting funds to long term
Building and creating new relationships creating a win-win situation both for client and the bank, increased revenue
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