Ferial Patel

Ferial Patel

Product Owner Channel Integration & Client Engagement Sa @ Investec

About Ferial Patel

Ferial Patel serves as the Product Owner for Channel Integration and Client Engagement at Investec in South Africa, a position she has held since 2020. With over a decade of experience in the financial services sector, she specializes in channel integration and digital change, having previously held various roles at Investec and Global Trader.

Work at Investec

Ferial Patel has been serving as the Product Owner for Channel Integration & Client Engagement at Investec since 2020. In this role, she focuses on enhancing client engagement strategies and integrating various channels to improve service delivery. Prior to this position, she held several roles at Investec, including ECM Business Owner for Investec Private Bank SA from 2014 to 2016, and Lead for Business Improvement and Client Experience at the Global Client Support Centre from 2016 to 2020. Her career at Investec began in 2012 as the Shared Services Payments and Authorizations Lead, where she contributed to optimizing payment processes.

Education and Expertise

Ferial Patel studied at the University of Cape Town, where she completed an Advanced Project Management program in 2021. She has also pursued various certifications to enhance her skills, including Lean Six Sigma Yellow and Green Belts from Juran Institute in 2018, and a Payments Course from PASA in 2014. Additionally, she completed the Agile Course at Investec in 2015. Her educational background supports her expertise in channel integration and digital change, which are critical in her current role.

Background

Ferial Patel began her career as an Operations Manager at Global Trader from 2005 to 2007. She then transitioned to Investec, where she has spent over a decade in various roles focused on improving systems and procedures within the financial services sector. Her experience spans multiple areas, including client experience and business improvement, which have contributed to her comprehensive understanding of the industry.

Achievements

Ferial Patel has a track record of creating strategic roadmaps and executing them across various projects. She is known for her ability to take on multiple challenges and meet expectations in her professional role. With over 10 years of experience in the financial services sector, she has focused on system and procedure improvements, demonstrating her commitment to enhancing operational efficiency.

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