Souweta Appadoo
Summary
Results-driven professional with extensive experience in cultivating and maintaining client relationships. Proven track record of enhancing client satisfaction and driving team success through collaboration and flexibility. Known for strong interpersonal skills and adaptability in dynamic environments.
Overview
20
20
years of professional experience
Work History
Relationship Executive
MCB LTD- PWM External Asset Managers (EAM & FI)
01.2023 - Current
- Acted as liaison between the bank and external asset managers, ensuring smooth communication and collaboration.
- Supported onboarding, due diligence, and compliance monitoring of external asset managers.
- Monitored portfolio activities to ensure compliance with client mandates and bank policies.
- Prepared client reports, documentation, and regulatory filings related to external asset management.
- Coordinated with internal teams (compliance, risk, operations) to resolve issues and maintain accurate records.
- Delivered high-quality service to external asset managers and clients, facilitating efficient account management.
- Assisted our investment team and clients with the execution of their trades, ensuring accuracy and timely processing.
Relationship Associate
MCB LTD- MCB Private Wealth Management
08.2013 - 12.2022
- Role of a Junior Private Banker.
- Supported Senior Private Bankers in managing relationships with Ultra-High-Net-Worth (UHNW) clients, while progressively developing a personal client portfolio.
- Assisted with clients’ day-to-day banking and investment needs, ensuring timely and high-quality service delivery.
- Prepared meeting materials, investment proposals, and client reports; accompanied Senior Private Bankers to client meetings to provide support and gain exposure to relationship management.
- Ensured prompt and effective handling of client complaints in accordance with internal policies to mitigate reputational risk and enhance customer satisfaction.
- Maintained and regularly updated client files in line with Know Your Customer (KYC) and compliance requirements.
Customer Service Support
MCB LTD- MCB Private Wealth Management
08.2013 - 12.2019
- Managed clients’ transactional needs, ensuring accurate and efficient processing of banking operations, including transfers, payments, and account-related services.
- Provided remote assistance to clients via phone and digital platforms, resolving queries promptly and maintaining a high level of client satisfaction.
- Actively promoted MCB’s financial products and services, identifying customer needs and supporting business development efforts.
- Delivered high-quality, timely service in line with internal service level agreements, contributing to improved Net Promoter Scores (NPS) and enhanced customer experience.
Customer Service Representative
MCB LTD- Retail Business Unit
11.2008 - 07.2013
- Provided exceptional service to walk-in clients by identifying needs and resolving queries.
- Promoted bank products and services to support client financial goals.
- Assisted with account openings, transfers, and day-to-day transactions.
- Handled sensitive items such as cards, cheque books, and PIN codes securely.
Back Office Operator
MCB LTD- Retail Business Unit
03.2005 - 10.2008
- Assisted with cash handling and daily transaction verifications.
- Supported loan document preparation and signing.
- Processed discounted loans for immediate disbursement.
- Managed ATM replenishment and operations.
Teller
MCB LTD- RETAIL BUSINESS UNIT
02.2005 - 03.2005
- Offer cashiering services to customers.
- Replenishment and management of ATMs
- Filing of documents
Education
Bachelor - Business Management and Leadership (Hons)
Curtin Mauritius —Charles Telfair Institute
Moka12.2020
Higher School Certificate - Cambridge
Professor Basdeo Bissondoyal Secondary School
11.2002
Skills
- Dedicated and committed to going the extra mile to achieve excellence
- Highly motivated with strong enthusiasm and a quick learning ability
- Adaptable and flexible in dynamic work environments
- Excellent time management skills to prioritize tasks effectively
- Proven team player with strong collaboration skills
Timeline
Relationship Executive
MCB LTD- PWM External Asset Managers (EAM & FI)
01.2023 - Current
Relationship Associate
MCB LTD- MCB Private Wealth Management
08.2013 - 12.2022
Customer Service Support
MCB LTD- MCB Private Wealth Management
08.2013 - 12.2019
Customer Service Representative
MCB LTD- Retail Business Unit
11.2008 - 07.2013
Back Office Operator
MCB LTD- Retail Business Unit
03.2005 - 10.2008
Teller
MCB LTD- RETAIL BUSINESS UNIT
02.2005 - 03.2005
Higher School Certificate - Cambridge
Professor Basdeo Bissondoyal Secondary School
Bachelor - Business Management and Leadership (Hons)
Curtin Mauritius —Charles Telfair Institute
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