Achille Kouam Simo Email & Phone Number

Toronto, Ontario, Canada

Mississauga, Ontario, Canada

• Deliver solutions to clients for insurance applications, updates, and changes in policy

· Selecting and processing short term and long term investment instruments for client future needs· Ensured all customers' information and file records are entered and kept appropriately· Prepared monthly transactions entries and reports for clients’ accounts balancing and adjustment· Maintained appropriate cash limits, cashed checks, established deposits, and issued cashier’s checks, cash orders, traveler's checks, money advances, and funds transfers· Advised customers on adequate funding according to their needs and the most profitable Investment · Educated clients on personal and business good practices, while maintaining great relationships to keep them satisfied· Trained and led a team of 5 credit officers, and supported them in the preparation of loan files· Handled concerns by phone then provided suitable solutions· Analyzed the portfolios strategically and developed recovery and growth plans.· Guided customers to adequate credit and investment needs· Organized and facilitated information’s sessions for new clients· Managed outgoing and incoming calls with customers, providing information on Banking products and services

Postgraduate Diploma, Management

Bachelor’S Degree, Insurance, Banking And Financial Services