Shakeel

Finance and operations professional with experience in high volume instruction processing and investment operations, with a strong background in data accuracy, workflow coordination, compliance, and system improvements.

Retail Operations Consultant at Allan Gray (2022-08 – 2025-12)

• Processed high volumes of client financial instructions with strong accuracy and compliance controls
• Managed workflow routing across teams to ensure timely task completion
• Generated bulk instructions using Excel and internal systems, improving efficiency
• Monitored operational data to support reporting and process improvements
• Oversaw new staff progress, providing guidance on processes and systems
• Attended to a shared mailbox 4–5 times per month, handling between 50 and 100 cross-departmental requests per day
• Collaborated with RPA and test analyst teams to successfully implement AI-driven and Robotic Process Automation (RPA) workflows across three departments, ensuring accurate system validation and successful adoption
• Developed a process note in collaboration with a Client Service Consultant, now used in team training to improve consistency and onboarding
• Validated and submitted 100+ AI generated instructions per day, ensuring accuracy and compliance before final processing

Sales Representative / Customer Service Associate at Modrags (2019-01 – 2022-07)

• Delivered high quality customer service in a fast paced environment
• Assisted customers with queries, complaints, and returns
• Resolved issues efficiently while maintaining a positive experience
• Managed multiple customers during peak periods while maintaining service quality
• Engaged with 100+ customers per day during peak trading periods while maintaining high service standards
• Generated over R71,000 in personal daily sales, contributing to total store revenue of R700,000 on the same day

Bachelor of Business Administration in Business Administration – TSiBA Business School

Higher Certificate in Business Administration in Business Administration – TSiBA

Investment Management Programme in Investment Management – ASISA