Bivash Maharaj

Responsible for the servicing all of the existing private clients of Warwick that forms part of the Wealth Teams’ allocated client book, My team currently looks after about 350 clients with a book value of about +/- R500 Million I Provide first class service to all clients and increase the company’s market share in the areas of funds under management Building solid trusting relationships with all private wealth clients, fostering confidence and goodwill with these clients thereby understanding them and meeting their needs with the products and services that are offered Assist in identifying new business to the existing assets under management by facilitating the lifestyle networks with information necessary for writing up new business Ensure that the wealth specialist is at all times, fully acquainted with all documentation necessary on clients’ portfolios so that clients are moved timeously based on their changing risk profiles Complete specific submissions made on a monthly basis so that the regional teams can achieve their targets set out by the operational team Educated staff members with regards to public speaking and building up their confidence and knowledge on interpersonal development skills Achievements: Successfully contact 60 -80 clients per month Depending on strain on the market, achieve R5 million per month with new clients having signed on Train staff members on soft skills: how to engage clients with positivity in a depressed market environment. Train staff on phone etiquette and selling and closing skills to persuade clients to sign