Senior Consultant
National Mutual Fund Ltd
Total years of experience :19 years, 10 Months
National Mutual Fund Ltd is a subsidiary of the Mauritius Union Assurance -the second largest insurance company in Mauritius. I am in charge of the sales, marketing of National Mutual Fund . I ensure that procedures are abided and advised clients on their investment needs. I also prepare marketing campaign to attract more clients. I am part of the management team of National Mutual Fund www.nmf.mu
I started with no client but gradually build my portfolio and reached around 500 high networth clients in 1 year with net sales of around Rs 50 Million rupees.
I was looking after the sales and advising my clients for investment products as well as tailor made their investment to suit their needs.
Banque des Mascareignes is a french bank which forms part of the BPCE group in France.
I was in charge of a team of 9 staffs in a retail branch at Grand Bay -one of the famous tourist village in Mauritius.
I had a clientele of expatriates and high net worth Mauritian.
I was in charge of the day to day operations, cash management, coaching of staff, ensuring that procedures are respected and also meeting sales target monthly.
I started as a teller in yr 2004 and has acquired experience in various retail branches and departments through my stay with State bank of Mauritius Ltd.
I was loan officer, Customer Service Officer in retail, Support Officer in Corporate, Relationship officer in Private banking & Wealth Management and Relationship officer in SME-Small and Medium Enterprise.
I have dealt with clients from various background, advised and helped them to grow their business.
I have achieved my target sales in timeline given .
My MBA increased my knowledge and effectiveness of professionals conducting international and multinational businesses. It has also helped me develop a framework for understanding international competition through the study of globalization and economic interdependence. I obtained a fresh perspective on the global economy, excellent technical skills, international experience, and contacts needed to launch an excitingcareer I covered the following modules: Global Marketing, International Accounting and Finance, International Logistics, International Business Law Competitive Strategy and the Wealth of Nation, Research Methodology for Managers, Global Business Strategy, Inter Cultural Management. Project Title: “Emergence of SME in the African and Regional Markets with liberalization of Trade”
I covered the following modules :Quantitative Techniques, Monetary & Financial Systems, Principle of Finance, Business Management, Domestic & International Banking, Financial Accounting, Introduction to Law& Legal Methods, Managing people, Monetary Economics, Statistics, Financial Service & Corporate Law , Offshore Practice & Administration Ebanking & Etrading, Financial Econometrics ,Administration of Trust, Strategic Management, Regulation Supervision of Financial Service, Financial Markets, Management Information Systems ,Accounting, Planning &Control . Project Title: “Implementation of Basel I & Basel II in Mauritius”
