Aneisha Persad
Carapo ARIMA
Summary
Effectively managing a portfolio of high-valued clients with the goal of understanding clients specific needs and providing tailored solutions their meet their financial goals. Developing long-term client relationships and strengthening client loyalty to achieve consistent portfolio growth. Dedicated, goal-focused, results-oriented and proven ability to provide a superior level of customer service at every client interaction.
Overview
19
19
years of professional experience
Work History
Relationship Manager Financial Solutions
RBC Royal Bank (Trinidad & Tobago) Limited
Arima Branch
11.2022 - Current
- Cultivated strong client relationships to understand financial needs and objectives.
- Advised clients on our suite of financial products and investment options tailored to meet their individual needs.
- Managed client portfolios while ensuring a superior level of customer service.
- Collaborated with cross-functional teams to address and resolve client inquiries and concerns efficiently, thereby enhancing overall customer satisfaction experience.
- Conduct regular meetings to review the financial status, identify their needs, develop customized solutions and provided knowledgeable advice.
Financial Solutions Specialist
RBC Royal Bank (Trinidad & Tobago) Limited
Arima Branch
02.2020 - 10.2022
- Analyzed client financial needs to recommend tailored banking solutions.
- Advised clients on our suite of products and investment options tailored to meet their specific needs.
- Provide exceptional customer service which would have lead to quality referrals and repeat business opportunities
Financial Solutions Specialist
RBC Royal Bank (Trinidad & Tobago) Limited
St. Augustine Branch
04.2018 - 01.2020
Financial Solutions Specialist
RBC Royal Bank (Trinidad & Tobago) Limited
Arima Branch
01.2018 - 03.2018
Financial Solutions Specialist
RBC Royal Bank (Trinidad & Tobago) Limited
Sangre Grande Branch
10.2011 - 12.2017
Customer Service Representative
RBC Royal Bank (Trinidad & Tobago) Limited
Sangre Grande Branch
12.2006 - 09.2011
- Provided exemplary customer service with every client interaction.
- Resolved customer inquiries efficiently and effectively, in an effort to maintain a high standard of customer service.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Education
Investment Funds in Canada
The Canadian Securities Institute
01-2024
Bachelor of Arts - Business Management
University of Sunderland
09-2012
Advanced Diploma - Business Management
The Association of Business Executives
12-2010
Diploma - Business Management
The Association of Business Executives
12-2008
Certificate - Business Administration
The Association of Business Executives
06-2006
Secondary Education
Northeastern College
Ojoe Road, Sangre Grande 07-2005
Skills
- Adaptability
- Analytical and organizational skills
- Effective communication
- Customer focus
- Teamwork and collaboration
- Focus and goal-oriented
Accomplishments
- Arima Branch Team Award - 2025
- Arima Branch Lending Department - Quarterly Team Award - 2025
- In the top 10 RMFS for Q2 and Q3 - 2025
- Bronze Award - 2017
Timeline
Relationship Manager Financial Solutions
RBC Royal Bank (Trinidad & Tobago) Limited
11.2022 - Current
Financial Solutions Specialist
RBC Royal Bank (Trinidad & Tobago) Limited
02.2020 - 10.2022
Financial Solutions Specialist
RBC Royal Bank (Trinidad & Tobago) Limited
04.2018 - 01.2020
Financial Solutions Specialist
RBC Royal Bank (Trinidad & Tobago) Limited
01.2018 - 03.2018
Financial Solutions Specialist
RBC Royal Bank (Trinidad & Tobago) Limited
10.2011 - 12.2017
Customer Service Representative
RBC Royal Bank (Trinidad & Tobago) Limited
12.2006 - 09.2011
Investment Funds in Canada
The Canadian Securities Institute
Bachelor of Arts - Business Management
University of Sunderland
Advanced Diploma - Business Management
The Association of Business Executives
Diploma - Business Management
The Association of Business Executives
Certificate - Business Administration
The Association of Business Executives
Secondary Education
Northeastern College