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
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