client executive
- Maintain risk profiling and AML checklist on a regular basis;
- Carry out due diligence on Clients as well as conducting world checks;
- Liaising with the Mauritius Revenue Authority for the allocation of Tax Account Number for new entities;
- Applying for Tax Residence Certificate and renewal of same; and
- Ensure that statutory and client deadlines are met;
- FATCA and CRS reporting; and
- Preparation/reviewing of invoices, monitoring of debtors and identifying additional billing opportunities
client executive
- Preparation/reviewing of invoices, monitoring of debtors and identifying additional billing opportunities;
- Preparation of financial summary for GBC1 and GBC2;
- Attending to clients queries relating to accounting;
- Liaise with auditors for accounts; and
- Filing of accounts with the FSC
client executive
- Ledger creating on excel sheet on daily basis of clients daily trading history
- Delivery of Jobs.
- Liaising with clients such as attending queries, draft resolutions and preparation of board minutes;
- Liaising with the FSC and ROC for transfer of shares , filing of accounts, filing issue of shares and filing of statement of particular charges;
client executive
- Identify prospective personal lines clients through referrals and other prospecting techniques.
- Build a quality pipeline of leads.
- Develop submissions of insurance for engaged clients.
- Quote between 80-120 prospects per month; or as needed to meet production plan.
- Follow all quality control and underwriting procedures established by the Company.
client executive
- Develop and translate a series of communication materials, such as crisis manual, master Q&A content bank and workshop proposal to align client’s messaging with its strategy and ensure messaging consistency across channels and high-stake events.
- Regularly liaise with key local and worldwide technology media for exposure opportunities , including article pitching and industry award submission.
- Key coordinator and on-site supporter in local and overseas events, including Huawei Ultra-broadband Forum, media luncheons, spokesperson media trainings and key message development workshops targeting senior-level executives.
- Supervise, motivate and monitor team performance
client executive
- Incorporation of GBCs (Authorized companies and GBL);
- Migration of GBC to IBC;
- Bank account opening including liaison and follow up. Monitoring operations of the account;
- Liaise with the authorities such as ROC, FSC and MRA;
- Filing of appointment and resignation of director with ROC and FSC;
- Resignation and appointment of Management Company/ Registered Agent;
- General administration relating to existing and new companies;
client executive
- Answer telephones and take buying selling orders and executions of clients orders
- Ledger creating on excel sheet on daily basis of clients daily trading history
- Provide services to customers, such as order placement or account information
- Liaise with clients for assistance
client executive
- Clients dealing,
- Proof Reading,
- Compilation of Jobs,
- Banks dealing,
- Invoice Preparation,
- Purchases,
- Daily Accounts
client executive
- Shadows Vice President (VP) on client /prospect appointments
- Analyze client/prospect research and industry issues and identify opportunities for delivering solutions
- Assists with preparing and presenting client presentations such as stewardship reports, Strategy Meetings , Compensation negotiations etc.
- Assists in the development and finalization of Client Service Agreement.