Suvarna Adharika Soni
Broker Consultant
Umhlanga,KZN
Summary
I am enthusiastic about work and look forward to new challenges. I am always willing to learn and carry out my daily duties to the best of my ability. I work well independently and function equally well as part of any team.
Overview
17
17
years of professional experience
Work History
Broker Consultant
Capital Legacy
Durban
03.2024 - Current
- Relationship management - Handling a panel of over 65 advisors.
- Business development
- Sales and marketing support
- Performance monitoring - Sending out daily, monthly and yearly stats to the different teams.
- Training and support - Offered to tied advisors in the Sanlam MO Entity space. Training sessions done in teams and one on one.
Internal Private Banker
Bidvest Bank
02.2016 - 10.2020
- Performing various administrative duties to support Sales, and meet the needs of the client.
- Follow up with relevant parties to ensure that queries are resolved on time.
- Pulling a daily report and sending it to the necessary parties to track the progress of the team.
- Applying for tax clearances at SARS.
- Booking rates for various deals.
- Opening up of Blocked Accounts for Emigrations. Liaising with various institutions to ensure that funds are paid out to the client.
- Assisting with opening investments such as Fixed Deposits, Call Deposits and Notice Deposits.
Assistant
Mr. S Singh
Durban
01.2013 - 01.2016
- Performing various secretarial duties.
- Answering telephones and transferring calls to appropriate staff members.
- Attending and assisting with presentations to students at UKZN Law and Health Sciences faculties.
- Assisting at young professionals networking group sessions with events coordination.
Receptionist/ Sales assistant
Specsavers Westwood Mall
12.2008 - 03.2010
Education
BCOM - Marketing Management
University of South Africa (UNISA)
Durban, South Africa01.2017
TEFL Course
I To I
Durban, South Africa08.2022
Secondary Education - English, Afrikaans, Mathematics, Biology, Economics, Accounting
Westville Girls High School
Durban, South Africa01.2007
Skills
Computer literate
Honest and hard working
Attention to detail
Professionalism
Ability to maintain confidentiality
Ability to cope under pressure
Ability to be creative
Enthusiastic
Self-motivated
Time management
Prioritization
Personal Information
- ID Number: 9006250309083
- ID Number: 9006250309083
- Date of Birth: 25 June 1990
- Gender: Female
- Nationality: South African
- Driving License: Code B
- Marital Status: Widowed
General Interests Hobbies
- Gym
- Cycling
- Baking
Motivation
I am enthusiastic about work and look forward to new challenges. I am always willing to learn and carry out my daily duties to the best of my ability. I work well independently and function equally well as part of any team.
References
- Neerasha Singh, Specsavers Westwood Mall, 084 209 7842
- Mr. Jiten Singh, Sanlam, 073 612 7983
- Pratima Naidoo, Bidvest Bank, 082 496 4686
Hobbies
Baking
Gyming
Reading
Timeline
Broker Consultant
Capital Legacy
03.2024 - Current
Internal Private Banker
Bidvest Bank
02.2016 - 10.2020
Assistant
Mr. S Singh
01.2013 - 01.2016
Receptionist/ Sales assistant
Specsavers Westwood Mall
12.2008 - 03.2010
TEFL Course
I To I
BCOM - Marketing Management
University of South Africa (UNISA)
Secondary Education - English, Afrikaans, Mathematics, Biology, Economics, Accounting
Westville Girls High School