Ishani Khoosal

Head of Corporate Distribution at 10X Investments
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Contact Information
us****@****om
(386) 825-5501
Location
City of Johannesburg, Gauteng, South Africa, ZA

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5.0

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Vivek Panday

I worked with Ishani for about eight years, and she reported into my structure for approximately two years before I left Old Mutual Corporate. Ishani has a broad skillset that allows her to engage with clients, peers and colleagues and others in a very natural manner. Her technical ability in the Employee Benefits sector is extremely proficient, spanning knowledge across the advice and investment areas. This allows her to have conversations with her clients at the right level, understanding how best to assist them with their requirements. Ishani is also highly skilled at business development. He confident yet natural approach to new clients makes her clients comfortable with her. She is also someone who does what she says she will do, which allows her to build fantastic trust relationships with people around her. I have absolutely no doubt that Ishani has proved herself to be an asset to my division of the business in the years that she reported to me, and I would definitely not hesitate to work with her again given the opportunity.

Katherine Lategan, DipFA

During my time at Old Mutual, I had the absolute delight of employing and working with Ishani while she reported to me as her line manager. She joined Old Mutual in the Corporate Direct Sales team and worked alongside myself and our team of direct sales consultants as well as all of the internal stakeholders across the Corporate business, from administration to asset management. During this time, Ishani 'shot the lights out' in terms of business objectives and raised the benchmark within the team and environment. She is extremely skilled at creating new opportunities, engages at all levels, building and maintaining strong client relationships, whilst ensuring that she met and over delivered on her objectives as well as the clients expectations. She is a pleasure to work alongside, pragmatic, extremely focussed & solution orientated. Her bright positive energy and enthusiasm is absolutely charming and contagious too!

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Credentials

  • Leading Women 2022
    GIBS Business School (Gordon Institute of Business Science)
    Sep, 2022
    - Nov, 2024
  • FinTech: Foundations, Payments, and Regulations
    Coursera
    Oct, 2019
    - Nov, 2024

Experience

    • South Africa
    • Financial Services
    • 1 - 100 Employee
    • Head of Corporate Distribution
      • Sep 2021 - Present

      Accountable for the success of Corporate Employee Benefits business development across all retirement fund sectors including direct, consultant-advised, administered and investment business. Accountable for the success of Corporate Employee Benefits business development across all retirement fund sectors including direct, consultant-advised, administered and investment business.

    • South Africa
    • Financial Services
    • 700 & Above Employee
    • Business Development Manager
      • Apr 2020 - Sep 2021

    • South Africa
    • Investment Management
    • 1 - 100 Employee
    • Head Of Business Development
      • Jul 2019 - Apr 2020

      The Head of Business Development for the sales, marketing and investor relations effort of the firm with the ultimate goal of increasing firm-wide assets. The Head of Business Development for the sales, marketing and investor relations effort of the firm with the ultimate goal of increasing firm-wide assets.

    • South Africa
    • Financial Services
    • 700 & Above Employee
    • Senior Corporate Consultant
      • Sep 2017 - Jul 2019

    • South Africa
    • Financial Services
    • 700 & Above Employee
    • Corporate Consultant
      • Mar 2012 - Aug 2017

      Responsibilities include bringing in various SME new business regarding our Umbrella Fund products, investment and service offering from Old Mutual Corporate. Have a very thorough technical knowledge of the Employee Benefit, Investment and Group Assurance Industry. Having to manage and coordinate activities of personnel involved in performing internal operations in department or functional area of a financial institution. Capabilities include delivering high level presentations to boards of trustees and management committees, thorough investment comparison exercises, relationship building with relevant stakeholders and creating “door-opening” opportunities with clients. Working with various stakeholders within the business on collaboration opportunities ie. Personal Financial Advisors, Old Mutual Multi-Managers, Nedgroup Investments, Group Assurance. I also work very closely with the marketing department to create various marketing initiatives for potential clients. A high-level understanding of Defined Benefit schemes and successfully transitioned funds into the Defined Benefit Umbrella fund. Key Responsibilities •Builds and develops pipeline on new and existing clients •Effectively meeting client needs; building inspiring relationships; and taking responsibility for client experience. •Develops action plan around how to develop objectives •Collaboration between business units •Provides advice and consults on a wide range of products & investments to corporate clients •Providing cost comparison and investment comparison proposals to clients •Extensive knowledge of the Defined Benefit Schemes •Employee Benefit Consulting, Risk Benefit Consulting, Client Presentations •Leverage key channel partners, preferred corporate clients, dealers and other prospective clients in order to increase business and market share for Old Mutual •Incorporate and introduce other business unit services post sales Show less

    • South Africa
    • Financial Services
    • 700 & Above Employee
    • Associate Consultant
      • Jul 2009 - Mar 2011

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Consultant
      • Mar 2009 - Jun 2010

Education

  • Wits Business School
    Principles of Project Management
    2017 - 2017
  • University of the Free State/Universiteit van die Vrystaat
    Advanced Postgraduate Diploma in Financial Planning, Investments, Investments
    2014 - 2014
  • University of the Free State/Universiteit van die Vrystaat
    Advanced Postgraduate Diploma In Financial Planning, Employee Benefits
    2013 - 2013
  • University of KwaZulu-Natal
    Bachelor's degree, Finance, General
    2002 - 2005

Community

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