Navina Cowalparsad
Grand Bay,Rivière Du Rempart
Summary
A goal-driven professional seeking to obtain a challenging position in the corporate world which leverages my experience, technical training, leadership, organisational and communication skills to gain rewarding and enlightening experience that would support and advance my functional as well as my academic endeavours. Also, making a significant contribution to a company that offers genuine opportunities for progression.
Overview
24
24
years of professional experience
Work History
New Business Manager
Trident Trust Company (Mauritius) Limited
Ebene, Mauritius
01.2011 - Current
- Currently heading Client Onboarding team
- Business Relationship Management - liaised with legal advisors, tax advisors, banks, and intermediaries
- Interacted with clients and vendors with utmost professionalism to solve various problems
- Met expectations by fostering collaboration and trust within the organization and with customers
- Provided support in all areas within the New Business team
- Ensured active engagement with clients being onboarded assuring an excellent first-time client experience
- Promoted clear channels of communication and working relationships with internal departments
- Engaged in client meetings for comprehension of their requirements for processing requests
- Worked towards a pre-set timeframe for onboarding of clients
- Engaged in New Business Committee meetings
- Attended to general changes to client service processes and procedures
- Dealt with Regulators during the incorporation or re-domiciliation processes
- Provided guidance on client onboarding forms and KYC requirements to both the administration teams and clients
- Ensured timely submission of documents in conformity with the AML/CFT requirements
- Liaised and collaborated with the Compliance Team to conduct a due diligence review on clients and other stakeholders involved in a proposed structure
- Review relevant forms and filing of applications prepared by the team with the Registrar of Companies and the Financial Services Commission
- Verified that internal data platforms were updated with client entity and contact particulars and ensured initial risk assessment and sign off was performed on the system in line with prevailing guidelines
- Reviewed and ensured client files were organised and completed by the team
- Ensured prompt and effective handover between client services teams and clients
- Reviewed sign-off checklists and handover notes once the client entity was set up and licensed
- Assisted and reviewed other team members work where appropriate
- Ensured that all assigned administrative tasks were carried out in a timely basis
- Responsible for providing training and orientation to new employees
- Liaised with the group marketing office for required marketing collateral
- Participated in strategy meetings with Management for marketing trips and events
- Carried out research as part of business development strategy
- Headed the South Africa desk
- Managed team of two staff, driving performance to meet deadlines
- Developed marketing plans to support department strategies
- Participated in projects assigned by the Project Director
- Supported front-line sales teams with well-coordinated administrative operations
- Maintained ownership of Dynamics sales pipeline and developing new business opportunities to drive sales
- Responsible for preparation of weekly report updates
- Displayed energy and enthusiasm in fast-paced environment
New Business Officer
Trident Trust Company (Mauritius) Limited
Port Louis, Mauritius
02.2009 - 01.2011
- Supported the Head of New Business and focused on high priority strategic issues by taking responsibility for the day-to-day administrative affairs of the office and responding to all requests for information
- Ensured that brand messages, standards and communications are understood and implemented effectively and managed a high-volume workload within a deadline-driven environment
- Developed and maintained client-business and intermediary-business relationships
- Dealt with group marketing office for marketing collateral
- Prepared fee proposals for incorporation and on-going services
- Dealt with onboarding of clients
- Engaged in New Business committees and client meetings
- Liaised with the administration teams and clients and in relation to client onboarding forms and KYC requirements
- Liaised with the Compliance Team for due diligence reviews
- Carried out data entry and filing of applications with the Registrar of Companies and the Financial Services Commission
- Ensured that client files were organised and completed
- Ensured prompt and effective handover between client services teams and clients
- Prepared sign-off checklists and handover notes once the client entity was set up and licensed
- Attended events where required
Assistant Compliance Officer
India Management Services Limited
Port Louis, Mauritius
01.2008 - 01.2009
- Served as assistant Compliance Officer and provided support as needed to the Head of Corporate department
- Carried out due diligence checks and monitoring
- Maintained, reviewed policies and procedures and assisted with conducting monitoring activities of regulatory requirements
- Managed files and documentation
- Reviewed department documentation and observed procedures to ensure that transactions and practices/procedures are compliant with the firm's Compliance Program and regulatory requirements.
Assistant Legal & Compliance Officer
Investment Professionals Ltd
Port Louis, Mauritius
01.2007 - 01.2008
- Served as assistant to the Head of Legal and Compliance department
- Administered workflow processes and procedures proficiently
- Assisted in conducting monitoring activities of regulatory requirements
- Reviewed department documentation and observed procedures to ensure that transactions and practices/procedures are compliant with the firm's Compliance Program and regulatory requirements
- Managed office schedules and kept accurate notes on deadlines, motions, and other dates
- Provided administrative support and conducted research where required.
Accounts Officer & Fund Administrator
Investment Professionals Ltd
Port Louis, Mauritius
01.2006 - 01.2007
- Efficiently managed every accounting and fund administration task handed over by team supervisors and completed tasks to satisfaction
- Administered workflow processes and procedures proficiently
- Assisted in conducting monitoring activities of regulatory requirements
- Processed and reconciled data for calculation of weekly and monthly NAVs.
Sales Executive
Petro-Logic (Pty) Ltd
Johannesburg
07.2004 - 06.2005
- Contacted current and potential clients to promote products and services
- Negotiated terms of sales agreements and developed contracts to successfully close sales
- Conducted market research to identify selling possibilities and evaluate customer needs
- Greeted and assisted customers to foster positive experiences
- Provided customers with comprehensive assistance upon entering store through merchandise selection and completion of purchases
- Assisted with carrying out audits of damaged petrol pumps and prepared reports
- Assisted with preparation of tenders
- Assisted with managing the network in oil and petroleum industry
- Provided timely communication on significant issues or developments and provided support to the team.
Customer Service Executive
Boden
London
12.2000 - 12.2001
- Liaised with customers by phone and email, offering company and product details
- Researching required information using available resources
- Handled and resolved customer complaints regarding product sales to customer service problems
- Processed forms, orders, and applications requested by the customers
- Identified, escalated priority issues, and reported to the high-level management
- Routed inbound calls to the appropriate resources
- Followed up complicated customer calls where required
- Completed call notes and call reports as necessary and updating them in the CRM
- Obtaining and evaluating all relevant data to handle complaints and inquiries
- Recording details of comments, inquiries, complaints, and actions taken
- Managing administration, communicating, and coordinating with internal departments.
Sales Officer
British Gas
London
02.2000 - 12.2000
- Identified/nurtured Clients/Partners via cold calling, B2B
- Acted as a contact between the Company and its existing and potential clients
- Liaised with potential customers to understand requirements, negotiated terms of an agreement and close sales
- Arranged meetings with potential customers to prospect for new business.
Education
Certificate in Business Practice -
Institute of Chartered Secretaries and Administrators (ICSA)
United Kingdom 01/2007 - 12/2007
Diploma, Advanced Executive Secretarial & Computer Studies -
Careers, Business College
Johannesburg, South AfricaMatriculation (HSC Level Equivalent) - undefined
Nirvana Secondary School
Johannesburg, South AfricaSkills
- Microsoft Office
- Time Management
- Attention to Detail
- Records Management
- Team Management & Supervision
- Customer Due Diligence
- Relationship management
- Proposals
- Organization
- Skilled Multi-tasker
- Administration
- Documentation Proficiency
- Customer Service Operations
- Problem Solving
- Communication skills
- Marketing
Personal Information
Date of birth: 05/04/82
Custom
- Security Awareness (2016/2021/2022)
- Bringing Out Service Champion in You (2019)
- AML and CFT (2007/2020/2021/2022)
- Data Privacy (2020)
- Code of Conduct (2021)
- Corporate Governance (2023)
Languages
English
Fluent
Afrikaans
Intermediate
Hindi
Elementary
Affiliations
Currently a Member of Mauritius Institute of Directors
Timeline
New Business Manager
Trident Trust Company (Mauritius) Limited
01.2011 - Current
New Business Officer
Trident Trust Company (Mauritius) Limited
02.2009 - 01.2011
Assistant Compliance Officer
India Management Services Limited
01.2008 - 01.2009
Assistant Legal & Compliance Officer
Investment Professionals Ltd
01.2007 - 01.2008
Accounts Officer & Fund Administrator
Investment Professionals Ltd
01.2006 - 01.2007
Sales Executive
Petro-Logic (Pty) Ltd
07.2004 - 06.2005
Customer Service Executive
Boden
12.2000 - 12.2001
Sales Officer
British Gas
02.2000 - 12.2000
Certificate in Business Practice -
Institute of Chartered Secretaries and Administrators (ICSA)
01/2007 - 12/2007
Diploma, Advanced Executive Secretarial & Computer Studies -
Careers, Business College
Matriculation (HSC Level Equivalent) - undefined
Nirvana Secondary School
Similar Profiles
Prakash Lukhoo, ACCAPrakash Lukhoo, ACCA
Associate Manager - Fund Accounting at Trident Trust Company (Mauritius) LimitedAssociate Manager - Fund Accounting at Trident Trust Company (Mauritius) Limited
Ratnah TanakoorRatnah Tanakoor
Business Development Manager at Sovereign Trust (Mauritius) LimitedBusiness Development Manager at Sovereign Trust (Mauritius) Limited
Tatiana GauciTatiana Gauci
Accounts Assistant at Trident Trust Company (Malta) LtdAccounts Assistant at Trident Trust Company (Malta) Ltd