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Work Background
FNB South AfricaFnb Private Wealth Advisor
Jan. 2018UmhlangaMain Responsibilities: ● Identify and capitalize on local and offshore fiduciary
opportunities.
● Drive revenue growth by identifying and leveraging
opportunities to meet sales targets.
● Provide tailored banking and financial solutions to clients
within assigned portfolio.
● Cultivate collaborative relationships with clients, fostering
development and growth.
● Ensure compliance with legislative and audit
requirements, adhering to relevant processes.
● Conduct client reviews and promote all financial services
solutions within the business offering.
● Deliver exceptional customer experience, aligning service
delivery with organizational values and standards.
● Achieve revenue and profit targets by expanding portfolio
base and offering independent holistic advice and solutions.
● Foster cross-functional relationships to enhance work
delivery, collaboration, and innovation.
● Acquisition banker Achievements:
● All-Star winner for 3 years at FNB.
● Recognized as the highest performing banker nationally for 3 consecutive years.
Absa GroupCommercial Property Finance Consultant
Jun. 2014 - Dec. 2017Main Responsibilities:
Commercial Property Finance Consultant ● Structured commercial and residential financial solutions
to enable quality and sustainable transactions in the
selected property market.
● Optimized profitability and maintained existing client
relationships, maximizing potential in a competitive
marketplace.
● Led sales, new business development, and client service
for a portfolio in Business Banking.
● Designed and implemented profitability initiatives
exceeding sales and client targets.
● Delivered solution-based approaches achieving set
targets for new business and ROI.
● Resolved client complaints in line with Business Banking
ethos, values, and credit/business risk.
● Structured deals and provided client requirements,
including adherence to Financial Advisory and
Intermediary Services Act (FICA) and Customer
Acceptance Screening Application (CASA).
● Analyzed finance applications within the property market,
preparing fully motivated applications based on client
information and valuation reports.
● Negotiated new pricing structures in compliance with
ABSA pricing policy.
● Managed the drawdown of development loans, certified
pre-sales and pre-lets, and authorized conditions and
progress payment requests.
● Collaborated with Business Banking Credit, CPF Motoring,
and Control teams to manage high-risk client accounts.
● Ensured transactional compliance with organizational risk,
policies and procedures, and legal requirements.
Absa GroupSenior Document Specialist, Legal Docman Specialist
Jul. 2013 - May. 2014Main Responsibilities:
Senior Document Specialist, Legal Docman Specialist ● Managed and mitigated risk, ensuring adherence to ABSA
policies, processes, procedures, regulatory requirements,
and legal framework.
● Oversaw compliance with security and documentation
authorizations for transactions in the Deeds office.
● Identified legal risks and ensured legal and credit
compliance of credit approvals and loans.
● Collaborated with consultants, banks, and credit teams to
find solutions and resolve issues while mitigating bank risk.
● Liaised between bankers and consultants, providing
training on completing CPF credit applications using risk
models.
● Developed complex legal agreements and provided risk
advisement.
● Provided legal advice on various acts and regulations
pertaining to corporate, commercial, contractual, and
property-related matters.
● Initiated quality analysis reporting and trained staff on new
legislation and statutory requirements.
● Ensured business achieved good audit ratings and
complied with FICA, Code of Banking Practice, NCA,
Money Laundering, and Sanctions.
● Led testing of business processes, identified legal and
credit risks, and developed recommendations for risk
mitigation.
● Acquisition banker
InvestecLegal Risk Consultant
Mar. 2012 - May. 2013Main Responsibilities: ● Ensured compliance with legal risks on transactional
accounts.
● Drafted and issued standard and non-standard
guarantees for client investments or loan facilities to third
parties.
● Oversaw deal compliance regarding security and
authorization of security documentation.
● Adhered to company policies, processes, procedures,
regulatory requirements, and legal framework
Absa GroupLegal Credit Validation Officer/Senior Compliance Officer
Feb. 2007 - Feb. 2012
Shivani Rajcomar Rooplal Attorneys and ConveyancersSole Proprietor
Jan. 2005 - Dec. 2006
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