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Sheril Pillay

Sheril Pillay

Followers of Sheril Pillay676 followers
location of Sheril PillayDurban, KwaZulu-Natal, South Africa

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  • Timeline

  • About me

    Standard Bank Executive Financial Advisor

  • Education

    • Buffesdale Secondary

      -
      Matric

    • Class of Business

      2023 - 2023

    • The Academy of Financial Markets

      2017 - 2018
      National Certificate in Banking Banking and Financial Support Services

      Fundamental Economics and the economic EnvironmentBasic Financial Mathematics and Computer UsePrinciples of Project and Structured Finance Mechanics and Participants of the Different Trade Cycles for all Investment Instrument TypesBank Products and Services Short-term Insurance, Life Insurance and Retirement Compute the estate Duty liability in deceased estate.Legislative and Regulatory Requirements and the impactsEnhance work practices within a treasury by the… Show more Fundamental Economics and the economic EnvironmentBasic Financial Mathematics and Computer UsePrinciples of Project and Structured Finance Mechanics and Participants of the Different Trade Cycles for all Investment Instrument TypesBank Products and Services Short-term Insurance, Life Insurance and Retirement Compute the estate Duty liability in deceased estate.Legislative and Regulatory Requirements and the impactsEnhance work practices within a treasury by the application of market knowledge in a banking environment.Apply Financial AnalysisProvide Sales related service within the banking sector Show less

    • MANCOSA

      2024 - 2027
      Bachelor of Business Administration - BBA Business Administration and Management

      YEAR 1Introduction to Business ManagementDigital Transformation in the Business EnvironmentBusiness MathematicsMicroeconomic EssentialsIntroduction to Functional Areas of ManagementBusiness CommunicationFinancial Reporting and AnalysisMacroeconomic EssentialsYEAR2Organisational LeadershipFundamentals of Human Resource ManagementManagement AccountingBusiness and SocietyEntrepreneurship and Small BusinessesMarketingBusiness… Show more YEAR 1Introduction to Business ManagementDigital Transformation in the Business EnvironmentBusiness MathematicsMicroeconomic EssentialsIntroduction to Functional Areas of ManagementBusiness CommunicationFinancial Reporting and AnalysisMacroeconomic EssentialsYEAR2Organisational LeadershipFundamentals of Human Resource ManagementManagement AccountingBusiness and SocietyEntrepreneurship and Small BusinessesMarketingBusiness StatisticsInformation SystemsYEAR 3Ethics and ConflictOrganisational DiversityFinancial Planning and ControlGlobal Business and StrategyOperations Management for SustainabilityProject ManagementBusiness Environment and EthicsStrategic Management Practices Show less

    • Moonstone Business School of Excellence

      2016 - 2016
      RE:05 Banking and Financial Support Services

  • Experience

    • Standard Bank Group

      Dec 2003 - Aug 2022

      Promoted a relationship-based offering through a primary point of contact, which meets the client’s expectations by providing them with personalized financial solutions in line with the Customer Value Proposition. Provided a relationship-based offering to the Sub-Segment, which meets customer expectations both on a personal and business level by ensuring that personalized service levels are maintained and cross-sell opportunities are maximized, while ensuring strict compliance with laid-down risk management controls and credit procedures.Proactively promoting a relationship based offering through a primary point of contact, by meeting client expectations by providing financial solutions in line with the Value Proposition. Provided a relationship based offering within the Private Banking Segment, that provide responsive and pro-active financial and business solutions, focused on the managing and building of wealth, supported by expertise of specialists.Service and RetentionProfitable growth in portfolio salesLending ManagementRisk Management and CompliancePeople management Show less Proactively promoted a relationship based offering through a primary point of contact, which met the client’s expectations by providing them with personalised financial solutions in line with the Customer Value Proposition. Supported the Private Banker in providing a relationship based offering to the Sub-Segment, which met customer expectations both on a personal and business level by ensuring that personalised service levels were maintained and cross-sell opportunities were maximized, whilst ensuring strict compliance with laid-down risk management controls and credit procedures. Show less

      • Private Banker

        Aug 2017 - Aug 2022

      • Private Banking Acquisition Manager

        Apr 2017 - Aug 2017

      • Transactional Banker- Private Banking

        Oct 2012 - Apr 2017

      • Team Leader Customer Services

        Sept 2008 - Oct 2012

      • Frontline Float

        Dec 2003 - Aug 2008

    • Sanlam

      Oct 2022 - Sept 2023
      Financial Advisor

      Working together with clients to help them manage their money and reach their long-term financial goals. Advise and assist clients on a variety of matters, from investing and saving for retirement to funding a college education or a new business while preserving wealth.

    • Standard Bank Group

      Oct 2023 - now
      Executive Financial Advisor

      To help grow The financial planning business within Standard Bank by providing holistic planning solutions to Private & Business Banking clients through tailor made solutions as well as provide solutions with respect to estate planning, risk planning, business assurance and both local and offshore investments.Working with clients to help them manage their money and reach their long-term financial goals. Advise and assist clients on a variety of matters, from investing and saving for retirement to funding a college education or a new business while preserving wealth.Identifying potential Leads to Business and Private BankingGrowth of overall market Share for Standard Bank. Show less

  • Licenses & Certifications