Greedharry Prayaksha
104,Avenue Rughooputh,Palma
Summary
Experienced finance and investment professional with a focus on risk management, compliance, and client relationship management. Dedicated to leveraging academic knowledge and professional experience to implement innovative strategies that improve operational efficiency, optimize risk management processes, and deliver exceptional client outcomes. Committed to driving value and fostering strong partnerships to contribute to the strategic growth of financial institutions. Strong analytical and interpersonal skills make me a valuable asset in the asset management, investment, or financial services industry.
Overview
8
8
years of professional experience
Work History
Senior Administrator
Geneva Services (Mauritius) Ltd
04.2024 - Current
- Preparing and finalizing onboarding documents for prospective clients
- Reviewing of Customer Due Diligence Documents
- Preparing and reviewing agreements related to Insurance Dedicated Funds
- Prepare materials to include in Board Pack for operation team
- Account opening for corporate and policy accounts
- Provide administrative assistance to companies within the group
- Liaise with service providers such as asset managers, banks and other related parties
- Liaise with introducers and clients for policy creation
- Filing of documents on our portal
- Maintenance of files saved on server and company system
- Update corporate registers
- Assist the reporting line with all operation tasks and projects
- Training new team members and reviewing tasks allocated to them
- Handling continuous accounting, FATCA-CRS and commission sharing projects
- Preparation of manuals explaining the work process
Investment Coordinator
Swan Capital Solutions Ltd
12.2023 - 04.2024
- Computing NAV and Pricing of Collective Investment Schemes (“CIS”)
- Processing investor transactions, maintaining investor files, maintaining shareholder’s register, preparing and providing contract notes, investor statements, factsheets, and investment reports
- Processing dividend payments of CIS and reconciling cash accounts
- Preparing and discussing investment reports
- Coordinating and reconciling portfolio transactions
- Processing of account openings and liaising with the sales teams for redemptions and additional premiums
- Assist in the administration and assisting internal and external audits for CIS and other clients
- Liaising with service providers such as investment platform operators, and Custodians
- Ensuring compliance with anti-money laundering procedures, and other regulations
- Providing support to Investment Teams
Administrative Officer
SBM Capital Markets Ltd
06.2022 - 11.2023
- Efficiently handling the paperwork for onboarding of clients, counterparties and introducers
- Efficiently handling the creation of account opening for local and international brokerage accounts
- Efficiently handling the placing/removing pledge on shares and/or transferring of portfolios on system and Off-market
- Maintaining record-keeping systems for recording, filing, and monitoring of application forms and documentation
- Replying to phone inquiries and handle complaints in a courteous and professional manner
- Liaising with Compliance and Legal Teams for Due Diligence when onboarding clients (local and international) and agreements with counterparties
- Ensuring the KYC process in place for the clients, the entity and including the filing and scanning of KYC documents
- Ensuring the proper filing and scanning of application forms after on-boarded and account creations
- Assisted trainees for the scanning and cleansing process of application forms in a timely manner
- Assisting internal and external Auditors, Stock Exchange of Mauritius and the Regulator for KYC reviews and agreements
- Liaising with Finance for requisitioning of new equipment and supplies as needed
- Providing regular summary reports to the Head of Department to ensure that relevant updates and reviews take place in a timely manner
- Creating reports, invoices and memos for managers and senior-level officers as and when required
- Ensure the confidentiality and security of files
- Conducting Follow up on updated KYC to request clients and counterparties
- Handling the call backs with clients for amendments in trading accounts or banking details
- Handling the reconciliation and settlement of trades of clients and counterparties
- Extraction of Reports and statements from Custodians on a daily basis
- Prepared settlement instructions to proceed with payments by working with the Trade Finance department
- Liaised with international counterparties like Morgan Stanley and Nomura
- Performed Operational processing for Dividend and coupon allocation and payments
- Informed clients regarding dividend and coupon payment details
Trainee
SBM Capital Markets Ltd
10.2021 - 05.2022
- Maintaining records, filing and monitoring of documents and application forms
- Scanning documents accordingly and scrutinizing documents to assist traders and auditors (internal and external)
- Liaising with the IT department to bring forward efficient method for scanning and verifications of records
- Liaising with Auditors for review of KYC and application packs
- Liaising with clients for the onboarding procedures and handling all the paperwork by ensuring all KYCs are in place, helping with compliance review for agreements of counterparties and introducers
- Liaising with the compliance team and assisting in all their requirements by reverting back to clients
- Assisting in the Air Mauritius Project; supervised trainees, dealt with clients directly and on a daily basis for the sale of shares, assisted in filling application forms and advised them with their queries like payment details and to deposit share certificate, assisted in account creations for new clients and assisting in the settlement process by preparing significant cheques
- Liaising with the store department to order supplies and stationaries for the SCML department
Supply Teacher – Business Studies
02.2018 - 10.2020
- Lesson planning and delivery in line with national curriculum
- Classroom and behaviour management to ensure discipline
- Participating in workshops to devise strategies for teaching techniques
- Monitoring student progress work term by term and marking work
- Complete performance audit of students in a timely manner
- Report to head of department for scheme of work and weekly plan as per curriculum
- To comply with requirements and maintain safe, orderly environment conducive to learning
- To work collaboration with other teachers and staff
- To plan and implement classroom management practices
- To use student assessment data to guide changes in instruction and practice, and to improve student learning
Production Supervisor
Software Activities and Management Limited
08.2017 - 11.2017
- Supervision of bulk scanning, archiving and document management system
- Daily prioritisation of tasks and briefing to staffs
- To allot duties of staff and motivate them to perform more efficiently
- To evaluate the performance of staff and report to General Manager
- To develop and maintain documentation for quality system
- In charge of employee attendance sheet and prepare database of the same
Trainee under Youth Employment Programme
Ministry for Foreign Affairs, Regional Integration and International Trade
02.2017 - 08.2017
- Responsible for performing registry, finance, administrative and stores duties under supervision
- Perform filing duties and draft replies to simple correspondence
- Input and maintain data on the computer system
- To keep records regarding documents, books and magazines of the Ministry/Department, and to assist users by providing relevant information, whenever required
- To assist in administrative duties within the division unit and to provide general support to operational services
- To prepare, scrutinise and process documents
- To assist in duties relating to conferences, committees, organisation of official functions, training programmes and other activities
- To use ICT in the performance and operate email services
Education
MSc Finance and Investment -
Open University of Mauritius
12.2024
Bachelor's Degree - Bsc (Hons) Management
University of Mauritius
01.2016
Higher School Certificate -
Belle Rose State Secondary School
01.2012
School Certificate -
Belle Rose State Secondary School
01.2010
Skills
Good Interpersonal /Communication Skills
Office Administration
Staff Management
Team Building and Leadership
Work Planning and Prioritization
Strategic Planning Ability
Documentation And Reporting
Project Coordination
Financial Leadership
Problem-solving abilities
Organizational Skills
Linguistic
- English
- French
- Hindi
- Creole
COMPUTING AND TRAINING
- Microsoft Office- Excel, PowerPoint, Word
- Computer Proficiency -IC3
- Web and Social Skills
- Advanced Excel Formation
- AML/CFT: Refresher and Updates by Financial Services Institute Mauritius
- Cyber Security Awareness by Business Process Engineer Team by SBM
- IT Cyber Security Awareness Final Catch Up by Business Process Engineer Team by SBM
- NBFC AML CFT JAN 2023 by Business Process Engineer Team by SBM
Phonenumbers
- +230 5750 7862
- +230 424 0871
PERSONAL INFORMATION
- Date of Birth: 06/15/94
- Gender: Female
- Marital Status: Single
References
- Mr Mohadewo Dharmeshsingh, Head of Trading and Structuring at SBM Capital Markets Ltd, dharmeshsingh.mohadewo@gmail.com, +230 5791 1519, Edison Street, Rose Hill
- Ms Tapsee Sunaina, Barrister, sunaina.tapsee@gmail.com, +230 211 05592, +230 5813 4002, Shiv Prakash Mandir Road, 7th Mille Triolet
HOBBIES AND INTERESTS
- Reading
- Gardening
- Yoga and meditation
- Exercising and Health Care
- Outdoor Activities
LANGUAGES
French, English, Creole, Hindi
Native language
Timeline
Senior Administrator
Geneva Services (Mauritius) Ltd
04.2024 - Current
Investment Coordinator
Swan Capital Solutions Ltd
12.2023 - 04.2024
Administrative Officer
SBM Capital Markets Ltd
06.2022 - 11.2023
Trainee
SBM Capital Markets Ltd
10.2021 - 05.2022
Supply Teacher – Business Studies
02.2018 - 10.2020
Production Supervisor
Software Activities and Management Limited
08.2017 - 11.2017
Trainee under Youth Employment Programme
Ministry for Foreign Affairs, Regional Integration and International Trade
02.2017 - 08.2017
MSc Finance and Investment -
Open University of Mauritius
Bachelor's Degree - Bsc (Hons) Management
University of Mauritius
Higher School Certificate -
Belle Rose State Secondary School
School Certificate -
Belle Rose State Secondary School
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