Summary
Overview
Work history
Education
Skills
Hobbies and Interests
Languages
Affiliations
Accomplishments
Timeline
Generic
Sayed Zahir Fakroodeen

Sayed Zahir Fakroodeen

Cape Town,South Africa

Summary

Strategic leader with expertise in sales and distribution leadership, channel management, and external partner engagement. Proven ability to drive growth in retail and affluent segments while leading high-performing teams. Skilled in business planning, wealth planning, and operational excellence, committed to delivering sustainable growth and superior customer experiences

Overview

17
17
years of professional experience

Work history

Franchise Principal

LIFE SQ (Old Mutual Franchise)
Cape Town
07.2024 - 08.2025
  • Managed operations of Life SQ franchise with significant assets under management.
  • Led initiatives to improve sales and operational efficiencies.
  • Engaged with strategic partners to ensure compliance and growth.
  • Responsible for recruitment, development, and performance management across AFD and MFC units.
  • Driving operational efficiencies, sales enablement initiatives, and regional sales growth strategies.
  • Franchise AFD ranked in the Top 5 nationally since inception.
  • Implemented robust sales strategies, ensuring consistent growth in the numbers.
  • Developed and executed marketing plans, enhancing brand visibility.
  • Managed franchise sales operations, resulting in streamlined processes.

Financial Relationship Executive / Sales Manager

LIFE SQ (Old Mutual Franchise)
Cape Town
07.2022 - 07.2024
  • Developed and executed channel strategies to build high-impact strategic partnerships.
  • Delivered new business development initiatives across risk, retirement, and investment segments.
  • Successfully coached team of advisors to scale production, improve customer engagement, and maintain compliance.
  • Assisted in transformation of advisor teams to align with Life Sq's holistic planning framework.
  • Ranked Top 10 Advisors for both 2023 and 2024.

Financial Planner

OLD MUTUAL PERSONAL FINANCIAL ADVICE
Cape Town, Western Cape
11.2019 - 07.2022
  • Managed R47M client book focused on risk, retirement, and investment portfolios.
  • Delivered personalized financial advice and built long-term client relationships.
  • Mentored junior financial advisors; consistent Club 51 achiever.

Financial Adviser

OLD MUTUAL RETAIL MASS MARKET
Cape Town, Western Cape
06.2017 - 10.2019
  • Recruited, trained, and mentored new advisors; co-led high-performing branch.
  • Consistently achieved Club 51 Gold/Silver status.
  • Championed business development strategies and client growth initiatives.

Buyer

CORE GLOBAL IMPORTS
Durban, KwaZulu-Natal
03.2012 - 12.2016
  • Oversaw product sourcing, supplier relations, and international procurement.
  • Managed R3.5M annual buying budget for 3 retail chains.

Production Manager

SASH CREATIONS
Durban
01.2009 - 12.2012
  • Led operations and production planning, increasing productivity and operational control.
  • Overseeing Import and Export Operations
  • Developed strong vendor relationships for better negotiation power.
  • Fostered positive work environment through effective leadership.
  • Met market demands by scaling up production capacity.
  • Streamlined production processes to enhance efficiency.
  • Delegated tasks efficiently to promote team productivity.
  • Innovated production techniques, resulting in cost-saving measures.
  • Reduced waste generation by promoting recycling initiatives.
  • Oversaw budget allocation for optimal resource utilisation.

Education

NQF6 - Wealth Management - Wealth Management

Alcari – Wealth Management
South Africa
07.2023 -

NQF 5 - Financial Planning

Millpark Education
Cape Town, Western Cape
04.2021 - 07.2024

FP Leadership Development Programme - Leadership Development

Old Mutual Limited
South Africa
05.2025 - 02.2025

RE 5 - Regulatory Exam

Moonstone Education
Cape Town, Western Cape
06.2024 - 02.2025

Matric Exemption - Matric Exemption

Durban High School
Durban, KwaZulu-Natal

Skills

  • Performance Leadership
  • Team Development
  • Tax & Wealth Planning Expertise
  • Relationship Building & Stakeholder Engagement
  • Regulatory understanding
  • Decision-Making aptitude
  • Business development
  • Strategic business planning
  • Sales and up selling expertise
  • Financial Forecasting
  • Coaching and mentoring
  • Client engagement

Hobbies and Interests

Hobbies: Trail running, mountain biking, and padel., I am family-oriented and enjoy spending quality downtime with my wife and kids.

Languages

English
Native
Afrikaans
Upper intermediate
Xhosa
Intermediate

Affiliations

Trail running

Mountain biking

Soccer

Padel

Kruger National Park

Camping

Accomplishments

AFD Aviator 2023 & 2024 (TOP 10)

Club 51 Special Membership

Club 51 Bronze

Club 51 Silver

Club 51 Gold

Timeline

FP Leadership Development Programme - Leadership Development

Old Mutual Limited
05.2025 - 02.2025

Franchise Principal

LIFE SQ (Old Mutual Franchise)
07.2024 - 08.2025

RE 5 - Regulatory Exam

Moonstone Education
06.2024 - 02.2025

NQF6 - Wealth Management - Wealth Management

Alcari – Wealth Management
07.2023 -

Financial Relationship Executive / Sales Manager

LIFE SQ (Old Mutual Franchise)
07.2022 - 07.2024

NQF 5 - Financial Planning

Millpark Education
04.2021 - 07.2024

Financial Planner

OLD MUTUAL PERSONAL FINANCIAL ADVICE
11.2019 - 07.2022

Financial Adviser

OLD MUTUAL RETAIL MASS MARKET
06.2017 - 10.2019

Buyer

CORE GLOBAL IMPORTS
03.2012 - 12.2016

Production Manager

SASH CREATIONS
01.2009 - 12.2012

Matric Exemption - Matric Exemption

Durban High School

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Sayed Zahir Fakroodeen