Diana Badal
Port Louis
Summary
Dynamic Team Lead at Omnia Wealth with a proven track record in client relationship management and risk assessment. Expert in developing tailored wealth management strategies for HNWIs, enhancing client satisfaction, and driving operational efficiency. Adept at mentoring teams to achieve growth targets while ensuring regulatory compliance and robust financial performance.
Overview
19
19
years of professional experience
Work History
Team Lead
Omnia Wealth
04.2025 - Current
- Lead, mentor, and manage a team of professionals to deliver high-quality family office services, by overseeing day-to-day operations in full compliance with legal and regulatory requirements, monitoring financial performance and advising on strategic investment opportunities, while continuously implementing best practices to enhance processes and client satisfaction.
- Develop and implement customized wealth management strategies for HNWIs and families, provide expert advice on tax, estate, and succession planning to optimize clients’ financial positions, while conducting in-depth financial analysis and risk assessments to ensure alignment with their long-term goals.
- Collaborate with internal and external investment experts to deliver innovative offerings and keep abreast of the universe of investment solutions forming part of the company’s offering.
- Liaise with the partnering banking institutions to ensure swift and efficient processing of financing applications, collaborate with insurance providers to deliver tailored coverage aligned with client needs, source optimal FX solutions for HNW clients, and ensure full compliance with regulatory requirements and internal policies.
- Collaborate with internal stakeholders to provide the best financial concierge solutions, including swift incorporation of local structures, setup of accounting services, and establishment of banking relationships; liaise with local authorities to expedite requests such as permit applications; oversee premium lifestyle services including travel arrangements and bespoke client experiences and act as the primary point of contact to ensure prompt and efficient client support.
- Build and maintain long-term relationships with clients, fostering trust and loyalty through regular reviews and updates on their financial plans and portfolios, while proactively identifying opportunities to enhance satisfaction and expand service offerings.
- Ensure all activities comply with local and international regulations, including anti-money laundering (AML) and know-your-customer (KYC) requirements, while mitigating risks through strict adherence to best practices and robust internal controls.
Team Lead Private Banking
ABC Banking Corporation
08.2022 - 04.2025
- Oversee high-profile client portfolios with tailored solutions.
- Market the full range of Private Banking services.
- Pursue opportunities to meet targets and ensure smooth client-bank interaction.
- Build and maintain introducer relationships for sustained business.
- Evaluate complex credit files aligned with risk appetite.
- Guide team in identifying opportunities and acquiring new clients.
- Monitor leads and support business development to achieve growth.
- Ensure high-quality, timely service to maintain satisfaction.
- Manage P&L and align with business objectives.
- Review and recommend credit notes.
- Collaborate on strategic planning to enhance efficiency.
- Review metrics, address issues, and implement corrective actions.
- Oversee performance management and goal setting for the team.
- Ensure adherence to guidelines and maintain quality standards.
- Implement policies meeting regulatory and internal standards.
- Monitor arrears, minimize non-performing loans, and prepare reports.
- Direct HNW/UHNW clients to appropriate Wealth Managers.
- Ensure smooth transaction processing with other business units.
- Implement and monitor controls, and address audit findings.
- Guide and develop team members for goal achievement.
- Promote a high-performance culture through information sharing.
- Manage operations and represent the Head of Private Banking when absent.
Private Banker
ABC Banking Corporation
08.2018 - 07.2022
- Handle 150 VHNWI and 25-30 UHNWI clients, offering tailored services and expert advice.
- Acquire and retain high-value clients through exceptional service.
- Maintain close, proactive relationships with VHNWI and UHNWI clients.
- Build a pipeline for credit facilities with ongoing loan disbursements.
- Identify clients for investment opportunities and refer to Investment Manager.
- Oversee clients' financial activities and provide solutions based on their needs.
- Offer personalized products and services to meet client requirements.
- Engage in opportunities to achieve growth targets.
- Generate and convert quality leads into sales with hands-on support.
- Ensure dedicated service through follow-ups and coordination with Support Officer.
- Meet sales targets through needs identification and cross-selling bank products.
- Train and develop the Support Officer.
Private Banker
SBM Bank (Mauritius) Ltd
01.2016 - 06.2018
- Same tasks as Private Banker at ABC Banking Corporation with a portfolio of 250 – 300 of mixed High Net Worth Individuals (HNWI) and Very High Net Worth Individuals (VHNWI).
Customer Service Representative
Mauritius Commercial Bank Ltd
09.2015 - 12.2015
- Attend to clients' requests and satisfy their needs accordingly.
- Advise clients about banking products tailored to their needs and demand.
- Act proactively upon clients' queries and find solutions/alternatives promptly.
- Cross-selling of banking products.
- Ensure KYC and compliance.
- Process transactions and perform day-to-day requests as follows: opening/closure of account, transfers, etc.
- Act as a front liner and interact with other departments like cards, trade finance and others depending on the requests of clients.
Administrative Clerk / Assistant
Mauritius Commercial Bank Ltd
01.2012 - 09.2015
- Supervise a team of 10 non-clerical in managing the banking hall and the bank set up and concept and guiding them how to channel clients to the proper segment.
- Assist Regional Manager (RM) in coordinating and preparing meetings for Personal Bankers and other staffs.
- Assist RM in consolidating figures in respect of target for Personal Bankers and loan achievements and other products.
- Assist RM in managing the delinquent and impaired credit facilities and in recovering debts.
- Assist Personal Bankers by filtering and channeling clients in appropriate segment as per their profile.
- Advise clients about credit facilities.
Teller (Cashier)
Mauritius Commercial Bank Ltd
08.2008 - 12.2011
- Cash/cheque deposit, cash withdrawal, Balances and transactions inquiry, cross selling of bank products.
Payroll Officer
Ceridian Mauritius Ltd
10.2006 - 07.2008
- Processing of UK payroll.
- Liaising with Tax Authorities in UK for tax filing.
- Handling issues reported by clients.
Education
Master in Finance -
Universite Paris1 Pantheon Sorbone – IAE Paris Sorbonne
Paris, France05.2025
CISI Level 3 Certificate - Wealth & Investment Management
CISI – Chartered Institution For Securities & Investment
London, United Kingdom07.2021
Advanced Diploma - Accounting and Business
ACCA - Association of Chartered Certified Accountants
London, United Kingdom07.2015
SC and HSC -
Mahatma Gandhi Institute
Mauritius11.2004
CPE Pass -
Raoul Rivet Govt School
Mauritius11.1997
Skills
- Client relationship management
- Risk assessment
- Data analysis
- Team leadership
- Regulatory compliance
- Portfolio management
- Financial acumen
- Risk management
- Coaching and mentoring
- Operations management
- Analytical thinking
Accomplishments
- Winner – Internal Innovation Challenge (2022)Led a team of 10+ participants in a bank-wide competition focused on process innovation and service enhancement. Awarded first place among 18 teams.
- Project Lead – Employee Recognition Programme (2023)Spearheaded the design and implementation of a new Recognition Programme as part of the company’s Employee Value Proposition initiatives.
- Client Service Excellence InitiativesFrequently acknowledged for outstanding client relationship management and personalized service delivery in HNW client segments.
- Team Engagement & TrainingActively involved in mentoring staff and promoting knowledge-sharing culture to build high-performing teams.
Timeline
Team Lead
Omnia Wealth
04.2025 - Current
Team Lead Private Banking
ABC Banking Corporation
08.2022 - 04.2025
Private Banker
ABC Banking Corporation
08.2018 - 07.2022
Private Banker
SBM Bank (Mauritius) Ltd
01.2016 - 06.2018
Customer Service Representative
Mauritius Commercial Bank Ltd
09.2015 - 12.2015
Administrative Clerk / Assistant
Mauritius Commercial Bank Ltd
01.2012 - 09.2015
Teller (Cashier)
Mauritius Commercial Bank Ltd
08.2008 - 12.2011
Payroll Officer
Ceridian Mauritius Ltd
10.2006 - 07.2008
Master in Finance -
Universite Paris1 Pantheon Sorbone – IAE Paris Sorbonne
CISI Level 3 Certificate - Wealth & Investment Management
CISI – Chartered Institution For Securities & Investment
Advanced Diploma - Accounting and Business
ACCA - Association of Chartered Certified Accountants
SC and HSC -
Mahatma Gandhi Institute
CPE Pass -
Raoul Rivet Govt School