PAYAL SAHADEO
Cape Town,WC
Summary
As a child I knew I had a passion for numbers; as an adult, that notion prevails. I am a highly ambitious individual and most recently held positions of Associate Director and Senior Financial Coordinator, with a background in finance, sales, offshore investments and UK pensions. My experience has allowed me to acquire expertise in both on and offshore market analysis, forecasting and client financial needs assessments. I have also gained experience in marketing, management, operations, sales and distribution. My goal-oriented nature and tenacity knows no restrictions. I am a dedicated individual with a keen working attitude and desire to do and be the very best, which is what drives me to always succeed.
Overview
8
8
years of post-secondary education
3
3
years of professional experience
Work History
Associate Director
KV Global
Durban, KZN
03.2020 - Current
- Development of business plan and strategy
- Overseeing procurement and sales cycle
- Processing orders and invoicing
- Monitoring and maintaining stock levels
- Financial recordkeeping
- Business development - sourcing new clients and distributors
- Development and implementation of marketing strategies
Senior Financial Coordinator
deVere Acuma
Durban, KZN
01.2018 - 12.2018
- Supervised and managed a team of financial coordinators
- Interview and train new employees
- Present at weekly meetings
- Research and analyze data to identify potential high net worth investors
- Create periodic reports comparing budgeted costs to actual costs
- Implemented strategies which resulted in 30% growth of client base
- Research and update all required materials needed for firm and managers
- Verify data integrity and accuracy
- Observed regulatory, compliance and security policies and procedures to safeguard client information
- Setting up of offshore investment structures with multi-currency access
- Performance analysis and review of client portfolios
- Achieved my yearly target by the end of Q3
- Work directly with international trustees, bond providers and investment houses to set up and maximize client investments
Financial Coordinator
deVere Acuma
Durban, KZN
01.2017 - 12.2017
- Research data to identify potential high net worth investors / ex UK pats
- Call prospects and book meetings
- Process client documents UK property proposals to clientele as well as financial analysis and costing estimates
- Researched topics and completed due diligence to resolve issues in a timely manner
- Prepared documents, reports and presentations
- Collected and arranged information and entered details into computer database
- Generated and mailed updated statements
- Performed administrative tasks such as recordkeeping, writing correspondence and gathering materials
- Set up and updated client accounts with interactions, payments and personal information.
Education
Bachelor Of Commerce, Honours - Economics
University of KwaZulu-Natal
Durban, Westville 01.2015 - 12.2015
Bachelor of Commerce - Finance & Economics
University of KwaZulu-Natal
Durban, Westville 02.2013 - 12.2014
National Senior Certificate -
Westville Girls' High School
Durban, Westville 01.2006 - 12.2010
Skills
Client assessment and analysis
undefinedAccomplishments
- £7,850,000 of Assets Under Management over 2 years.
- STM QROPS & UK Pensions CPD Certificate
Certifications
- Being an Effective Team Member
- Blockchain Basics
- Business Analysis Foundations
- Persuading Others
- Managing Stress for Positive Change
- Strategic Thinking
Software Experience
- Microsoft Office (Excel, Word, PowerPoint, Outlook, Publisher)
- Stata13
- Sage Pastel Accounting
Volunteer Experience
- Visits to William Clark Gardens Children's Home
- King Edward Hospital group visits
- Regular visits and feedings at St Thomas Children's Home
- Regular visits and donations at the Durban & Coastal SPCA
- Empolweni Programme
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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References
- Area Manager
Andrew Michael, deVere Acuma
- Director
Kavir Maharaj, KV Global
*Contact numbers available upon request*
Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Associate Director
KV Global
03.2020 - Current
Senior Financial Coordinator
deVere Acuma
01.2018 - 12.2018
Financial Coordinator
deVere Acuma
01.2017 - 12.2017
Bachelor Of Commerce, Honours - Economics
University of KwaZulu-Natal
01.2015 - 12.2015
Bachelor of Commerce - Finance & Economics
University of KwaZulu-Natal
02.2013 - 12.2014
National Senior Certificate -
Westville Girls' High School
01.2006 - 12.2010
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