About Patrick
French
Native or bilingual
English
Fluent
Experience
- Investia Gestion de PatrimoineBrand Strategy ConsultantBANKING AND INSURANCEJanuary 2023 - Today (3 years and 5 months)Montréal, CanadaBrand strategy consultant mission for Investia – Wealth Management (Pan-African Market)As part of Investia's strategic development in the Pan-African market, I was appointed as a brand strategy consultant to reposition the company's image and optimize the clarity of its wealth management service offering.My mission was structured around several key areas:🔹 Brand PositioningI conducted an in-depth analysis of Investia's current positioning within its competitive ecosystem, with a particular focus on the expectations of the African market. This allowed me to propose a differentiating positioning, aligned with the group's values and the specific needs of the target clientele.🔹 Offer Clarification and SegmentationI worked on structuring and clarifying the service offering to make it coherent, clear, and easily understandable by the targeted segments (entrepreneurs, families, diasporas, young investors, etc.).In parallel, I contributed to strategic customer segmentation, to enable a more personalized and effective approach to financial advice and support.🔹 Communication ConsultingIn collaboration with internal teams, I provided concrete recommendations to adapt the brand's communication to the cultural norms and aspirations of African and diasporic clientele. This included tone, key messages, visuals, and the most relevant channels.🔹 Creation of Advertising Campaign MaterialsI designed and supervised the creation of communication materials (brochures, promotional videos, digital visuals, brand storytelling, etc.) intended to enhance Investia's brand awareness and support targeted advertising campaigns on digital and traditional platforms (social media, web).
- Bell Canada💼 Customer Service RepresentativeTELECOMMUNICATIONSDecember 2017 - August 2018 (8 months)Montréal, CanadaAt Bell Canada, I held a strategic role as the first point of contact with customers, where I:Effectively managed over 60 calls/day on average, responding to complex technical, commercial, and contractual inquiries.Applied rapid dissatisfaction resolution processes, reducing the customer complaint rate.Optimized cross-selling through a consultative approach, consistently exceeding monthly performance objectives (KPIs).Utilized CRM tools (Salesforce, Siebel) for customer tracking and accurate record-keeping of interactions.
- Mutuelle Myriade🏢 Customer Relations and Administration OfficerBANKING AND INSURANCEApril 2006 - May 2010 (4 years and 1 month)Bordeaux, FranceAs a professional at Mutuelle Myriade, I contributed to strengthening member relations in a sensitive and regulated sector:Daily processing of reimbursement, affiliation, and claim requests via phone, email, and mail.Application of social security rules and mutualist agreements in case management.Assisting members in understanding their health coverage, with pedagogy adapted to each profile.Collaboration with management teams to ensure prompt and error-free processing of requests.
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Education
- BTS ACTION COMMERCIALLycée Charles Despiau1998
Certifications
- ACSLOMA2020