Bhavna Agarwal
BOULDER
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
12
12
years of professional experience
Work History
Private Banker
SBM Bank Mauritius Ltd
05.2020 - 11.2024
- Grow the number of new account relationships via collaboration with other subordinate entities of SBM Holdings Ltd, customer referrals and networking portfolio of approximately of 800 clients
- Client base: Mauritius, India, Madagascar, United States, United Kingdom, France, Reunion Island, Kenya, Canada, South Africa & Dubai
- Develop and manage a portfolio of high-net-worth clients, handling deposits needs, consumer lending needs, comprehensive financial profiling and acting as a liaison to other internal product partners - commercial lenders, retail banking partners and investment counselors
- Take ownership for resolving client's banking issues, identifying needs, and thinking 'beyond the products'
- Frequently appreciated for good customer service by clients
- Adhering to all compliance and regulatory standards
- Take constant trainings and tests to keep up with the standards
- Well versed in MS office tools, Finacle, CRM, Oracle, Siebel and Smart vista
NRI officer & Business Development Officer
SBM Bank Mauritius Ltd
10.2019 - 08.2020
- Identified and pursued new business opportunities, built new client relationships mainly for our counterparts in India and developed strategic plans to drive SBM Mauritius and India's growth by generating new sales leads and expanding market reach.
- Mentored junior staff members, helping them develop their skills and advance in their careers.
- Enhanced communication between team members within SBM group by organizing regular meetings.
- Delivered high-quality training programs, enhancing employee skill sets and contributing to professional development efforts.
- Implemented process improvements that streamlined workflows, reducing redundancies and increasing operational efficiency.
NRI officer & Treasury Corporate Dealer
SBM Bank Mauritius Ltd
10.2018 - 08.2019
- Book trades with internal departments and corporate clients.
- Effectively manage client expectations regarding what can and cannot be executed on their behalf.
- Develop and maintain highly effective working relationships with all business partners.
- Prepare and send day-end FX Market Update.
Personal Banker Support Officer
SBM Bank Mauritius Ltd
05.2017 - 10.2018
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Provided advice to customers to manage their finances and offered low-risk investment options.
- Ensured customer satisfaction, by resolving customer queries and complaints, and helped customers understand financial terminology and products.
- Completed data entry and filing. Discussed bank policies and procedures with clients, and performed other administrative duties as needed.
Customer Service Officer
SBM Bank Mauritius Ltd
10.2014 - 05.2017
- Enhanced customer satisfaction by efficiently addressing and resolving their inquiries and concerns.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Completed data entry to record call notes, suggestions and questions.
- Streamlined communication between customers and internal departments for timely issue resolution.
Insurance Agent
Milvik Holdings Ltd
02.2013 - 03.2014
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Expanded client base by actively prospecting for new business opportunities and generating referrals. Focused a lot in outdoor sales.
- Worked closely with other team members and resellers to optimize sales strategies and achieve regional goals.
Education
MBA - Financial services
Open University of Mauritius
08.2019
BSC - Finance and Taxation
Open University of Mauritius
08.2017
ACCA Level 1 -
06.2013
Cambridge Higher School Certificate - A Level -
M. P. S J. State Secondary School
11.2012
Skills
- Relationship building
- Work coordination
- Branch operations
- Customer support
- Customer due diligence
- Dependability
- Customer satisfaction
- Complaint handling
- Professionalism and ethics
- Know your customer
- Strategic planning
- Client relationship management
- Cross-selling expertise
- Innovation and creativity
- Quick thinking
- Positive attitude
EAD & VISA
VISA: J2 Dependent
EAD: Approved
Personal Information
- Nationality: Mauritian
- Marital Status: married
Languages
French
Full Professional
English
Full Professional
Hindi
Limited Working
Timeline
Private Banker
SBM Bank Mauritius Ltd
05.2020 - 11.2024
NRI officer & Business Development Officer
SBM Bank Mauritius Ltd
10.2019 - 08.2020
NRI officer & Treasury Corporate Dealer
SBM Bank Mauritius Ltd
10.2018 - 08.2019
Personal Banker Support Officer
SBM Bank Mauritius Ltd
05.2017 - 10.2018
Customer Service Officer
SBM Bank Mauritius Ltd
10.2014 - 05.2017
Insurance Agent
Milvik Holdings Ltd
02.2013 - 03.2014
BSC - Finance and Taxation
Open University of Mauritius
ACCA Level 1 -
MBA - Financial services
Open University of Mauritius
Cambridge Higher School Certificate - A Level -
M. P. S J. State Secondary School
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