Devashnee Naicker Email & Phone Number

Dubai, AE

Dubai, United Arab Emirates

• Identify and target potential clients through various channels
• Consulting with clients to offer tailored immigration solutions
• Develop and implement strategies to achieve sale targets and expand the client base
• Build and maintain strong relationships with clients providing exception customer service throughout the immigration process.
• Address client inquiries and concerns promptly
• Follow up with clients to ensure satisfaction and identify opportunities for additional services.

South Africa

• Verified client applications, liaised with clients and the sales team, submitted documents to Compliance for approval, and communicated approved client fund allocations.
• Assisted in the processing of applications, ensuring accurate and timely payment processing to facilitate month-end closing.
• Conducted reconciliation of accounts to ensure correctness and validity of transactions, minimizing discrepancies.
• Reviewed processes, handled quality checks, and ensured adequate maintenance of prevention and detection controls to guarantee completeness, timeliness of processing, billing, and accuracy of data
• Resolved disputes and customer queries by effectively communicating with relevant stakeholders
• Provided data analytical support for line managers by preparing and submitting periodic reports as instructed.

Durban, KwaZulu-Natal, South Africa

• Managed and accurately processed new business applications, ensuring completeness, compliance with regulations, and timely acceptance.
• Served as the main point of contact between brokers and underwriters, facilitating effective communication and resolution of queries.
• Conducted meticulous checks for client prerequisites and compliance (KYC) to minimize risks of fraud and ensure adherence to regulatory requirements.
• Assisted brokers with policy reinstatements and coordinated pension, provident fund, and retirement annuity transfers according to guidelines.
• Maintained confidentiality and data privacy protocols while handling sensitive client information, upholding company standards.

Port Shepstone, KwaZulu-Natal, South Africa

• Managed day-to-day brokerage operations, focusing on accounting and administrative control of client transactions, debt collection, and compliance with FICA regulations.
• Prepared life and investment quotations, handled new business applications, and coordinated underwriting processes, including booking medical appointments and submitting required documentation.
• Processed claims, surrenders, maturities, cancellations, and managed client retention efforts by addressing concerns and providing tailored insurance solutions.
• Conducted financial needs analyses to recommend suitable insurance products and maintained organized document management systems for easy access and retrieval.
• Compiled monthly and annual statistics for performance assessment, managed broker diaries, and performed general office administration to ensure smooth operations.
• Reconciled funding account statements with bank accounts and counterparties, promptly reporting discrepancies to supervisors and coordinating with counterparties for rectification.

Port Shepstone, KwaZulu-Natal, South Africa

• Accurately recorded and processed financial transactions, invoices, and payments into relevant systems, ensuring data integrity and timely month-end closing.
• Monitored and reconciled payments, ensuring outstanding invoices and dues were settled promptly, and prepared reconciliations for PAYE, VAT, and other tax returns (EMP201 and IRP5) – South African Tax
• Assisted clients with company registrations and served as a point of contact, addressing inquiries, providing information, and maintaining positive relationships.
• Managed and coordinated financial transactions, including deposits, withdrawals, and other banking activities, ensuring compliance with company policies and procedures.
• General Administration: Performed general administrative tasks, including managing the switchboard, filing documents, and supporting the accounting team with various duties to ensure smooth operations.

Bachelor’S Degree, Accounting And Finance

Education record

Digital Accelerations and Operations Personal Branding Financial Literacy Design Thinking

Financial Planning, Financial Planning And Services

NQF 5 Financial Planning

High School, Matric, 12

Activities and Societies: Prefect Participated in the Geography Olympiad