Arvin Singh Matta Email & Phone Number

Toronto, Ontario, Canada

Greater Toronto Area, Canada

Commercial Banking

Toronto, Ontario, Canada

• I am a trusted relationship advisor managing a portfolio high value, high growth small businesses and their small business owners in the Healthcare sector, focusing on Doctors, Dentists, Optometrists, Veterinarians, Chiropractors and Physiotherapists• Proactively provide small business clients and prospects integrated financial advice and solutions with the primary focus on the business needs followed by the business owner’s personal financial needs to expand products and services penetration, and acquire new clients, thereby improving the client experience and growing revenue and market share for RBC.• Leverage and maximize relationships with local market specialists and collaborates with service and group partners to optimize business opportunities, referrals and personal high performance.• Cultivate external networks to capitalize on new business opportunities with consistent focus on attracting new and building long-term client relationships for RBC.• Creating digital enablement by becoming an advocate of the RBC mobile application and wallet and promoting regular usage by teaching and guiding clients on how to use it. Stay at the forefront of all new features and digital application capabilities on RBC mobile application and wallet in order to educate clients on ease of use and ensure clients leave activated, able to transact and aware of availability for additional support.

Toronto, Canada Area

• Managing and handling the portfolio of Ultra High Networth (UHNI) clients• Helping and formulating comprehensive financial plans based on risk profiling of the client• Advising clients based on asset allocation, rebalancing and reallocation of portfolios• Assisting clients in advisory, wealth protection, alternate investment products and portfolio management services• Identifying and understanding the funding requirement of the client/corporate• Adhering to the prescribed bank guidelines and bank policies while dealing with the client

• Grew and consolidated relationships with new preferred customers and existing ones by identifying their financial needs, cross-selling products and services and providing customized solutions• Attended to the needs of clients and retained them by providing the best possible services• Provided expert financial advise to clients on investment options

• Built and strengthened relationships with new and existing clients, while generating leads through client prospecting• Interacted with clients to gather requirements necessary to create content• Framed novel and innovative marketing strategies for clients to increase visibility on digital and print media• Created intellectual properties to maximize revenue

• Exercised friendly customer while catering to the needs of clients• Attended periodic meetings with company officials to understand the business objectives and frame action plans• Built and consolidated a network of clients to grow sales

Data Analytics, Big Data And Predictive Learning, Data Processing And Data Processing Technology/Technician, Tbd

Master Of Business Administration (Mba), Marketing

Activities and Societies: 1)Student Co-ordinator- Sports Committee, DoMS, IIT Roorkee. Responsible for sports activities happening during.

Bachelor Of Engineering (Beng), Electronics Engineering

Electronic engineering graduate from PVPP College of engineering, Mumbai university with profound interest in technical management.