Bernard Stephen Email & Phone Number

Greater Toronto Area, Canada

Canada

Toronto, Canada Area

- Working with high net worth clients.- Providing financial advice, reviewing and updating clients Investor Profile - KYC while regularly accessing their individual objective and risk tolerance.- Helping clients in setting up new TFSA, Retirement Savings Plan, Group Retirement Savings Plan, Registered Education Savings Plan Investment and banking accounts.- Helping with Transfer in and Transfer out.- Advising clients about CRM2 changes.- Setting higher targets and meeting goals, - Help and Develop new to role and existing employees to sharpen their sales and customer service skills.- Complying with company policies, procedures, rules and regulations and all applicable laws and guidelines.- Develop, plan and actively participate in team sales meetings in an effort to improve relationships with existing clients and to gain new business for RBC. - Specialist in giving tailored banking, credit and investment advice to clients to make them accomplish their someday.- Work together with other partners in business to process effective trades.- Monitoring and effectively maintaining Individual Sales and impacting the YTD numbers for the business

Toronto, Canada Area

- Helped develop new to role and existing team members on sales and customer service expertise. Provided high level of customer service, using initiative, independent judgment, discretion, and decision-making skills.- Responsible for mentoring new to role advisors in career development. - Create and present detailed sales reports to the Manager on key business metrics.• Specialist in handling Client Escalation and resolving critical problems. • Established and maintained communication with vendors and business partners to maintain client loyalty and effective customer relationships.- Impacted total revenue growth of the business with sales metrics.- 3 times Platinum Award Winner in 2014 (one of the top employees for sales across Canada)- Nominated and Won several Quarterly Awards.- Recipient of Silver Award (Annual RBC Recognition Celebration)

Mumbai Area, India

•Handling customer queries regarding bank accounts/mortgages/credit products• Mortgage approvals/personal loan approvals• Maintaining customer satisfaction (CSAT) of 98% • Activation and collection of payments• Upselling balance transfers and other credit card products

Mumbai Area, India

• Monitoring sales and customer service calls and providing feedback and coaching on Skype to advisors in the United Kingdom - England• Preparing Agent Score Card for different UK businesses.• Highlighting the top defects of the process through the Defect Report on the set parameters• Maintaining and preparing Disposition Analysis, • Weekly Graphs and Pivots prepared based on the reports generated.• Actively participating in call calibrations to improve the business.

Pursuing Pfp, Financial Planning And Services

2019 Passing Cfa Level 1 Exam, Investments And Securities

Certificate In Financial Services Advice, Financial Planning And Services, A

Financial Planning 1, Financial Planning And Services, A

Personal Financial Services Advice, Financial Planning And Services

Investments And Securities

Bachelor’S Degree, Bachelors In Commerce- Accounting-Economics