Prisha Borai-Permall
Pointe aux Sables,Mauritius
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the Investment and Financial Services industry. Enthusiastic, detailed orientated with analytical skills to identify issues and provide appropriate remedial solutions. Personable and comfortably interacts with people to support and challenge at all levels. Strong team player and good leadership skills to motivate and empower a team.
Overview
20
20
years of professional experience
Work History
Events Specialist
The MCB Ltd-Sustainability, Reputation& Engagement
Port Louis, Mauritius
08.2023 - Current
- Provide excellent customer service to participants, sponsors, and other stakeholders.
- Address inquiries, concerns, and feedback in a professional and timely manner.
- Manage relationships with clients, sponsors and partners, ensuring their needs are met.
- Determine client budget, vision and requirements through consultations.
- Obtain best prices for external services through research, building relationships and negotiation.
- Update the guest list and keep a daily record on the RSVPs of customers;
- Liaise with MCB PAs to coordinate airport transfers, hotels reservation and business meetings/dinners of VVIPs guests and/ or Management Team
- Ensure all necessary permits and approvals are secured.
- Oversee the setup of event spaces, including staging, signage, and decorations.
- Supervise the registration process and check-in of participants, sponsors, and VIP guests during events.
- Ensure that registration materials, badges, and event materials are distributed efficiently.
- Provide assistance to participants with inquiries, directions, and other on-site needs.
- Keep all stakeholders informed about any changes, updates, or important announcements.
- Be prepared to handle any unforeseen issues or emergencies.
- Have a contingency plan in place and be ready to implement it if necessary.
- Conduct a post-event debriefing with the team to discuss what went well and areas for improvement.
- Collect feedback from participants, clients and sponsors for future event planning.
- Determine a forecast budget on every aspect for the event.
- Ensure accurate accounting and reconciliation of financial matters post-event.
Portfolio & Onboarding Services Specialist
The MCB Ltd - Securities Services BU
Port Louis, Mauritius
11.2018 - 03.2023
- Responsible for the portfolio maintenance of MCB client's within all segments.
- Working closely with Relationship Managers, Private Bankers and External Asset Managers in assisting them to achieve customer goals, portfolio related needs and queries.
- Played a major part in the day-to-day operational business related to setting up, maintenance and closure of portfolios. Working with the Services Manager to devise and set processes and ensure that they are followed.
- Develop procedures and controls that should be followed in the daily workflow.
- Validate portfolio records and investment settlement accounts in the system to ensure completeness and accuracy.
- Participate actively in the design, review and implementation of client-related processes to ensure consistency in customer service and promote efficiency.
- Prepare, review and organise for all relevant forms and agreements to be submitted by the client and other related parties, in line with the service(s) agreed upon.
- Coordinate the job between the front line and my team members and ensure that efficiency is met at all times.
- Act as a liaison between the front and the back office to ensure that objectives are met. •
- Provide assistance to Internal & External auditors during their audit and help in clarifications and their audit findings/assumptions.
Middle Office Supervisor
The MCB Ltd-Private Banking & Wealth Management BU
Port Louis, Mauritius
04.2017 - 11.2018
- Tracked employee performance, assessed daily output and implemented corrective actions to close gaps.
- Maintained team-oriented atmosphere with open communication and quick conflict resolution of a team of 8 staffs (Operations Clerks and Operations Support).
- Worked closely with management to manage staff levels and allocate resources for production plans.
- Maintained documents and records to comply with internal policies and external regulation
- Responsible for the execution of client's requests in terms of all transfers, swifts, account maintenance, among others.
- Performing callbacks for transactions with HNW and EAM clients, thus building great rapport.
- Coordinate the job between the front line and my team members and ensure that efficiency was met at all times.
- Acted as a liaison between the front and the back office to ensure that objectives are met.
- Oversee the day to day operational business of the middle office at the Banking and Investment sides.
- Working with the Operations Manager to devise and set processes and ensure that they are followed.
- Develop procedures and controls that should be followed in the daily workflow.
- Act as authorizer/validator for job performed by the team as per requirement of the core system.
- Provide assistance to Internal & External auditors during their audit and help in clarifications and their audit findings/assumptions.
Middle Office Investment Supervisor
The MCB Ltd- Private Banking &Wealth Management BU
Port Louis, Mauritius
05.2015 - 03.2017
- Responsible for the day to day operational running of the middle office investment.
- Responsible for daily maintenance and update of the system and processes within the section for the daily business.
- Acting as a key element in the trades execution and settlement process of the company's system.
- Working with the Operations Manager to devise and set processes and ensure that they are followed.
- Develop procedures and controls that should be followed in the daily workflow.
- Guided and led the middle office team, providing effective leadership and support.
- Served as an authorizer and validator for tasks executed by staffs and inputters, ensuring accuracy and adherence to established standards.
Fund Administration Officer
The MCB Capital Markets Ltd - MCBIM
Port Louis, Mauritius
07.2012 - 04.2015
- Responsible to compute the daily NAV of the MCB Funds.
- Responsible to maintain the company's system for the daily business flow
- Provided assistance to the Fund Accountants and Fund Administration Manager in setting up the Funds Accounts and reconciliations.
- Provided assistance to the Chief Finance Officer for any ancillary duties.
- Provided assistance to Fund Managers in their research and analysis works
- Responsible to constantly update the company's system for effective day to day running.
- Acted as a liaison with other colleagues at branch level for all queries regarding investment products.
- Responsible for executing all creation and redemption of units in the funds' portfolios and ensuring that all related entries are correctly recorded in the system/books/client's portfolios etc.
Accounting & Administration Officer
The MCB Capital Markets Ltd, MCB Fund Managers Ltd
Port Louis, Mauritius
05.2005 - 06.2012
- Responsible for assisting clients for a huge KYC cleansing exercise and doing the KYC related data updates.
- Responsible for maintaining the client database.
- Responsible for the daily computation of the NAVs of the MCB Funds.
- Responsible to maintain the company's system for the daily business flow.
- Assisted the manager in his daily accounting duties by performing reconciliations and analysis.
- Responsible of the cash till and ensuring that all stationery needs were fulfilled of the section.
- Acted as advisor during client meetings in selling the MCB funds and investment products.
- Provided training through presentations to the bank within several branches at large for targeted investment products.
- Acted as a liaison with other colleagues at branch level for all queries regarding investment products.
- Responsible for executing all creation and redemption of units in the funds' portfolios and ensuring that all related entries are correctly recorded in the system/books/client's portfolios etc.
- Appointed as the Company's Deputy MLRO.
Accounts Clerk
AAPCA Mauritius Ltd
Port Louis, Mauritius
08.2004 - 04.2005
- Responsible for accounts reconciliation and reports preparation for all vouchers and invoices
- Responsible to input and validate all accounting entries related to invoices in the company's system.
- Reconciliation of client accounts and preparation of collection sheets.
- Any other ancillary duties
Trainee Auditor Internship
DGM Consultants
Port Louis, Mauritius
04.2004 - 08.2004
- Assisting auditors in their daily audit work.
- Performing junior audit works at client's office
- Update listings of systems codes
- Reformat data entry forms and update the data accordingly
- Maintaining and updating financial and economic databases
Education
Association of Chartered Certified Accountants
UKDiploma in Business Administration - Specialisation in Accounting & Finance
Universite Des Mascareignes
Mauritius 2002 - 2004
Skills
- Customer orientated
- Critical thinker
- Good leadership
- Reliable and dedicated
- Good liaison
- Ability to sustain and work under pressure
- Operational effectiveness
- Proficiency in MS office
- High level of integrity
- Dynamic personality
- Quick learner
- Self-motivator
TRAINING
24 June 2005 - Anti-Money Laundering Refresher Training Landmark Management & Technology Consultants Ltd
10 July 2007 - Anti-Money Laundering Refresher Training Landmark Management & Technology Consultants Ltd
09 & 10 November 2017 - Leadership and Human Dynamics White & White Associates
January – May 2020 – CISI Level 3 Securities (Introduction to Securities and Investment)
05 November 2020 – Workplace Violence: Awareness from a Legal & Practical Perspective
2021 - 2023 - Percipio Learning
• English Grammar for Dummies – 3rd edition
• Professional Writing Skills – A Write It Well Guide
• Work Simply: Embracing the Power of your Personal Productivity Style
• The AMA Handbook of Business Writing: The Ultimate Guide to Style, Grammar, Punctuation, Usage, Construction and Formatting
• 10 Steps to Successful Business Writing
• Effective Email: Concise, Clear Writing to Advance Your Business Needs
• Communication: How to Connect with Anyone
- The Art and Science of Communication
- The Truth Doesn’t have to Hurt: How to Use Criticism to Strengthen Relationships, Improve Performance, and Promote Change
- Polishing Your Feedback Skills
- Speak Up, Show Up and Stand Out: The 9 Communication Rules
- Keeping Business Calls Professional
- Confidentiality Training
- Getting the Details Right: Spelling Basics
- Improving Your Technical Writing Skills
2022 – 2023 – Knowbe4 Training
• Basics of Credit Card Security
• Credit Card Security Part 1 & part 2 • AML – CFT
• Data Protection Essentials
• Phish or Treat • Social Engineering Red Flags
• 2023 Kevin Mitnick Security Awareness Training
Timeline
Events Specialist
The MCB Ltd-Sustainability, Reputation& Engagement
08.2023 - Current
Portfolio & Onboarding Services Specialist
The MCB Ltd - Securities Services BU
11.2018 - 03.2023
Middle Office Supervisor
The MCB Ltd-Private Banking & Wealth Management BU
04.2017 - 11.2018
Middle Office Investment Supervisor
The MCB Ltd- Private Banking &Wealth Management BU
05.2015 - 03.2017
Fund Administration Officer
The MCB Capital Markets Ltd - MCBIM
07.2012 - 04.2015
Accounting & Administration Officer
The MCB Capital Markets Ltd, MCB Fund Managers Ltd
05.2005 - 06.2012
Accounts Clerk
AAPCA Mauritius Ltd
08.2004 - 04.2005
Trainee Auditor Internship
DGM Consultants
04.2004 - 08.2004
Association of Chartered Certified Accountants
Diploma in Business Administration - Specialisation in Accounting & Finance
Universite Des Mascareignes
2002 - 2004
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