SAYURI DAYAL

• Provided strategic and specialist advice to clients on diverse financial products and services. Formulated long-range goals and initiated short-term projects while evaluating their performance and progress to ensure adherence to external rules and internal controls, meeting regulatory objectives to protect investors and maintaining legal and ethical integrity for fairness, efficiency, and transparency.
• Developed internal risk policies and conducted assessments to guide clients towards profitable and secure financial decisions.
• Conducting market research on local and international product offerings
• Maintaining good relations with CMS and FSCA on licensing requirements
• Interpreting and communicating of the FSCA Board Notices for advisors
• Ensuring regular compliance audits with an external independent compliance officer
• Oversaw marketing strategy for new business, client retention, and enhancement of client experience.
• Contributed to FPI's My Money 123 volunteer programme aimed at enhancing community financial education.
• Delivered voluntary financial guidance during Financial Planning Week and other FPI initiatives to assist those in need.
• Invited to speak at the Allan Gray Investment Conference 2019 on the expert panel for independent financial advisors
• Invited by Moshal Scholarship Programme to mentor graduate financial candidates
• Selected to participate in the ASISA BEE Practice Management Programme 2017
• Selected for Women in Leadership Programme sponsored by Anglo Gold Ashanti- March to August 2023
• Directed strategic planning initiatives to align business objectives with investment priorities.

• The sales management of teams of financial advisors in Cape Town, Gauteng and KZN
• Sourcing and managing a portfolio of professional and corporate clients
• Trained and coached new advisors.
• Motivating, mentoring and guiding advisors under supervision
• Motivated, mentored, and guided advisors, fostering a supportive and productive team environment
• Systemization of the company’s processes and procedures across the regions
• Implementation of conflict management procedures within the teams
• Hosted events to inform clients about investment opportunities. and investment updates for clients
• Coordinated client functions to enhance relationships and engagement. and business events to grow footprint of the company
• Invited to speak at Women’s Day events on financial education
• Invited as a guest speaker on a community radio station to unpack the Budget Speech
• Delivered comprehensive financial plans aligned with client retirement, tax, estate, and investment objectives.

• Managed daily unit trust pricing for a portfolio of funds
• Liaising with fund managers in local and offshore for pricing
• Produced detailed reports for management team to support decision-making
• Compilation of the final pricing for day to be sent for publication to the press
• Conducted detail oriented calculations for the daily deadlines
• Compiled final pricing for the day to send for publication to the press
• Resolving system issues to maintain integrity of the processes
• Collaborated with various departments to ensure accurate pricing output – IT, administration, fund management to ensure correct output of pricing
• Report writing for the management team
• Managed fund accounting close processes, ensuring accurate NAV, accruals, and investor allocations.

Certified Financial Planner