Marc-Antoine Kingue Elessa, CIM®, CIMA®
Montreal,QC
Summary
Results-driven sales and business development professional with 12 years of proven expertise in the financial sector, collaborating with major banks and asset managers in Canada. Fluent in both French and English. Seeking new challenges abroad to leverage extensive experience and contribute to global business growth.
Overview
13
13
years of professional experience
Work History
Director of National Sales
Industrial Alliance Insurance And Financial Services
04.2023 - Current
- Hired to lead business development efforts for newly-launched investment management platform.
- Created National sales process and coverage plan for all 550 advisor teams countrywide.
- Engaged in 355 interactions with 56% of all advisor teams across country virtually/in-person.
- Drove early adoption well-beyond yearly target.
Regional Sales Director
Capital Group
09.2021 - 03.2023
- Built new relationships in Eastern Ontario, Atlantic Canada and Manitoba region by making 400 proactive calls and 30 client meetings per quarter
- Boosted brand awareness, implemented promotional sales campaigns and employed sales tactics as part of territory development
- Increased number of new sellers by 9.6% year-over-year
Internal Sales Director
Capital Group Canada
09.2019 - 09.2021
- Increased sales by performing 700 investment interactions per quarter
- Partnered with Regional Vice-President to reach $CAD1 Billion in gross sales for 2022
- Established 56 new frequent buyers of Mutual Funds
- Mastered tools such as CRM, marketing materials
Internal Sales Director
Invesco Canada
03.2017 - 09.2019
- Increased sales by performing 600 investment interactions per quarter
- Partnered with Quebec Regional Vice-President to reach Top 3 in sales Nationwide in 2018
- Mastered tools such as CRM, marketing materials
Sales Coach
RBC Royal Bank of Canada
09.2014 - 02.2017
- Developed Invest-By-Phone advisors to achieve excellency in sales and client experience
- Assessed training program effectiveness on regular basis and improved upon deficient areas
- Led group coaching courses to align with corporate sales and service goals
Invest-By-Phone and Client Service Advisor
RBC Royal Bank of Canada
02.2011 - 09.2014
- Provided daily advice to the tune of 30+ conversations per day
- Counseled clients regarding best-in-class investment solutions
- Exceeding quarterly sales and customer satisfaction targets
- Established myself as Subject-Matter-Expert which led to promotion
Education
Certified Investment Management Analyst (CIMA) - Investments
Chicago Booth School of Business
Montreal, QC01.2021
Chartered Investment Manager - Management, Finance And Management
Canadian Securities Institute
Montreal, QC11.2018
DESS - Management
HEC Montreal
Montreal, QC12.2009
Bachelor of Economics and Politics - Economics
Université De Montréal
Montreal, QC04.2008
Skills
- Business Development
- Client Relationship Management
- Territory Management
- Networking with COIs
- Customer Accounts Management
- Sales Growth
- Consultative Selling
- Coaching and Mentoring
- Communication and Presentation
- Financial Acumen
Accomplishments
- 2023 - Achieved 225% of target for new adopters of a brand new investment management platform
- 2022 - Achieved 28 new buyers in a territory of 292 prospects
- 2021 - Record year in gross sales, net sales of Mutual Funds and retention % of assets since the creation of our region in 2006
- 2018 - Top 3 National finish in gross sales of Mutual Funds, ETFs, SMAs
- 2015 - Developed 5 advisors in my coverage of 40 advisors to win sales awards
- 2014 - Earned a promotion to sales coach
Affiliations
Board Member of the Canadian Advisory Board with the Investment and Wealth Institute
Timeline
Director of National Sales
Industrial Alliance Insurance And Financial Services
04.2023 - Current
Regional Sales Director
Capital Group
09.2021 - 03.2023
Internal Sales Director
Capital Group Canada
09.2019 - 09.2021
Internal Sales Director
Invesco Canada
03.2017 - 09.2019
Sales Coach
RBC Royal Bank of Canada
09.2014 - 02.2017
Invest-By-Phone and Client Service Advisor
RBC Royal Bank of Canada
02.2011 - 09.2014
Certified Investment Management Analyst (CIMA) - Investments
Chicago Booth School of Business
Chartered Investment Manager - Management, Finance And Management
Canadian Securities Institute
DESS - Management
HEC Montreal
Bachelor of Economics and Politics - Economics
Université De Montréal
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