Dwigesh Kumar Lokhun
Goodlands
Summary
Dynamic and attentive Client Service Coordinator specializes in international banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of financial products to best support the company and customers.
Overview
5
5
years of professional experience
Work History
Personal Banker/Client Service Coordinator
Silver Bank Ltd
07.2022 - Current
- Was granted by the Management to join as a salesperson (Junior Relationship Manager) and start building up and managing my portfolio
- Account opening (current Account/Custody Account/Personal Account) – mounting up and detailed reviewing of customer files for account opening
- Annual review of existing account accounts as per the AML CFT policy
- Assisting the Compliance Team to prepare files for Bank of Mauritius/ FSC yearly inspections
- Verified customer identity and reviewed documentation for accuracy.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Prepare and maintain RM sales reports
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Prepare management report to ensure quality assurance to all files before presenting to the onboarding committee for account opening
- Worked closely with management to strategize sales techniques to increase production and customer service.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Elected as Champion for structuring of transaction process
- Activated new accounts and issued customer identification numbers.
- Helping the Team with setting up of the Custodian Services.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
- Monitored accuracy of customer information in system.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Assisting Relationship Manager to stablished new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Clerk
Bank One Limited
08.2021 - 07.2022
- Account opening – mounting up customer files File notes – calculation of annual Recurring Revenue, Research on entity ultimate beneficiary owner, partners, directors, shareholders, counterparties and country deal with
- Efficiently and accurately support the RMs in the operations area Prepare and maintain RM sales reports
- Prepare management report Prepare daily management report for transaction monitoring
- Prepare to open of accounts and fulfill all KYC requirements Identifying opportunities to improve productivity, efficiently and quality in service team and assist in the implementation of these initiatives Ensure all control measures relative to approved facilities are adhered to
- Ensure compliance with KYC policies and operating procedures Operate as a team player ensuring the achievement of the departments
- Changes – Change in shareholder, Directorship, Management Company, Address
- Risk Severity Score Conducting world checks on counter parties, customers
- Audit Bank Reports – as per the auditor’s/client's request Bank statement – as per client's request Assisting transactional banking coordinator on Incoming Payments Assisting transactional banking coordinator on outgoing payments Sending Daily Staff Tracker Sheet to HR Department (confidential) Assisting transactional banking coordinator on assisting clients having issue on the internet Banking Platform
YOUTH EMPLOYMENT PROGRAM
Ministry Of Business, Enterprise And Cooperatives
06.2021 - 08.2021
- Tracking of project files, a record of the board of resolution, minutes of meeting on system
Unemployed - Lockdown
Unemployed
02.2021 - 05.2021
08.2020 - 01.2021
- Developing Facebook page marketing for the company Face Client Communication Sales of products and advise client which product according to their budget is best for them and ensuring quality services is being delivered to client
- Bookkeeping, Stock Controller
Absa Bank Mauritius
08.2019 - 07.2020
- Records Management under Documentation Security Centre project, Business banking Project, Corporate and Investment Banking project, Archiving)
Education
Higher School Certificate -
Cambridge - Friendship College, Goodlands
School Certificate -
Cambridge - Friendship College, Goodlands
Sri Sathya Sai International Leadership Programme -
Sri Sathya Sai Institute of Higher Learning
BSc Banking & Finance -
Université Des Mascareignes
01.2018
Skills
- Sales Growth
- Customer Service
- Financial Services
- Technical training
- Business Development
- Negotiation expertise
- Revenue Generation
- Opportunity Identification
- Attention to Detail
- Professional Appearance
- Transaction Processing
- Relationship building and management
Languages
English
Advanced
C1
French
Upper intermediate
B2
Hindi
Elementary
A2
Attributes
- Motivated
- Committed to work
- Adapt to different situations
- Open to questions
- Innovative
- Teamwork
- Continuous learner
- Creative mind
- Experience dealing with clients
References
Absa Bank
- Jairaj Jhurry, Information security manager, 4041152,
- Rishi Boodhoo, IRM specialist, 4041163,
Bank One
- Peter Githaka, Head Transactional Banking, 2029200,
- Didier Brunel, Relationship Manager, 2029200,
Silver Bank
- Farhana Kathrada, Relationship Manager, 4681101/52504982,
- Taras Kushnirenko, Head Of East European Desk, 4681101/58031502,
Timeline
Personal Banker/Client Service Coordinator
Silver Bank Ltd
07.2022 - Current
Clerk
Bank One Limited
08.2021 - 07.2022
YOUTH EMPLOYMENT PROGRAM
Ministry Of Business, Enterprise And Cooperatives
06.2021 - 08.2021
Unemployed - Lockdown
Unemployed
02.2021 - 05.2021
08.2020 - 01.2021
Absa Bank Mauritius
08.2019 - 07.2020
Higher School Certificate -
Cambridge - Friendship College, Goodlands
School Certificate -
Cambridge - Friendship College, Goodlands
Sri Sathya Sai International Leadership Programme -
Sri Sathya Sai Institute of Higher Learning
BSc Banking & Finance -
Université Des Mascareignes
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