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Jeshina Sungkur
Relationship Manager
Summary
Creative Relationship Manager with impressive track record of improving sales and growing company customer base. Innovative program management, strategic planning and team leadership skills. Successful team builder with exceptional communication abilities. Focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management. Enterprising Personal Financial Advisor driving client satisfaction through in-depth portfolio analysis and comprehensive investment tracking. Eagerly collaborates with like-minded colleagues to deliver detailed financial planning presentations and webinars for maximum client reach and service promotion. Proponent of continuing education to update staff knowledge of regulatory changes and industry best practices. Dedicated Banking professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
15
15
years of professional experience
7
7
years of post-secondary education
4
4
Languages
Work History
Relationship Manager, Private Wealth
SBM Bank Mauritius
Port Louis
03.2021 - Current
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Work with Top Management Companies (like IQEQ , Vistra Mauri8us Limited, Ocra, Ocorian, Apex, AAA, and more ), International Organizations and State-owned entities to develop business partnerships and drive new customer acquisition
- Support and manage over 320 accounts of Ultra-high-net worth (UHNW) international clients whose combined assets exceed $15.8 billion
- Worked with Customer Service and Project Management Teams to facilitate communication and deliver personalized solutions to UHNW customers.
- Monitor issues carefully and reach out to UHNW customers to provide immediate resolution and maintain satisfaction.
- Developed and cultivated lucrative relationships with both new and existing sophisticated clients through effective communication and exemplary interpersonal skills.
- Collaborated with upper management to improve customer service processes and support structures company-wide.
- Researched and observed emerging markets and market shifts to take advantage of potential leads and new markets.
- Collaborated with marketing department to launch and manage promotional activities and campaigns.
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
- Expanded customer base through community outreach and strategic business partnerships.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Customer Service Assistant
Absa/ Barclays Bank Mauritius Ltd - International Corporate Banking
Ebene
03.2018 - 03.2021
- Collected customer feedback and made process changes to exceed customer satisfaction goals.
- Reviewed repeated issues within operations and business management to solve problems and improve company outcomes.
- Collaborated with marketing department to launch and manage promotional activities and campaigns.
- Exceeded team goals and collaborated with staff members to implement customer service initiatives.
- Researched and corrected customer concerns to promote company loyalty.
- Completed special projects by using effective decision making, critical thinking and time management skills.
Customer Service Advisor
Barclays Bank MauriNus Ltd - Retail
09.2007 - 03.2018
- Monitored metrics and developed actionable insights to improve efficiency and performance.
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Responded to customer needs through competent customer service and prompt problem-solving.
- Wrote and proofed orders to reflect proper pricing and discounts.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Created customer profiles by answering questions and providing tailored experiences based on interests and agendas.
- Promoted strong customer satisfaction by diagnosing and troubleshooting product issues without need for escalated support.
- Created customer support strategies to increase customer retention.
Education
MBA - Financial Services Management
Edinburgh Business School, Heriot-Watt University
United Kingdom 07.2013 - 11.2017
Professional Diploma - Financial Services Management
IFS School of Finance
United Kingdom 06.2009 - 02.2012
Skills
Investment and Wealth Planning
Software
Spreadsheets
Presentations
Hobbies
Reading, travelling and sports.
Timeline
Relationship Manager, Private Wealth
SBM Bank Mauritius
03.2021 - Current
Customer Service Assistant
Absa/ Barclays Bank Mauritius Ltd - International Corporate Banking
03.2018 - 03.2021
MBA - Financial Services Management
Edinburgh Business School, Heriot-Watt University
07.2013 - 11.2017
Professional Diploma - Financial Services Management
IFS School of Finance
06.2009 - 02.2012
Customer Service Advisor
Barclays Bank MauriNus Ltd - Retail
09.2007 - 03.2018
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