Pereira - Call Center Inbound - Brampton, ON, Canada

Melville Pereira

Brampton, ON, Canada


Call Center Inbound


15 years in inbound/outbound with financial instituation / utility companies

Work History

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

sr account manager


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

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

Personal banker proactive

Royal Bank Financial Group

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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