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
Market research and data analysis
Strategic and financial planning
Business analysis
UK pensions and offshore investment structures
Portfolio management
Sales and marketing
Business development
Client relations and services
Logical and analytical thinker
Team leadership and management
Self-motivated
Verbal and written communication
Innovative
Negotiation and conflict resolution
Organisation and time management
Accomplishments
- £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