Marwan Abrahams Email & Phone Number

Cape Town Area, South Africa

Lead the Customer & Intermediary Solutions unit, accountable for formulating the Middle Market Customer Value Proposition, reporting to the MD: Personal Finance. Play the lead role in positioning Personal Finance as a leader in the market. Manage a team including Head of Marketing, Head of Advice, a Customer Management Team and Direct Sales improvement across all facets of activity.● Lead research, development and design of customer value proposition (2012-2015)● Oversaw, directing Centre of Excellences: Product, IT, Service (2012-2015)● Ownership of data (2.1 million customers), data analytics● Lead customer management, segmentation, engagement, direct sales● Analyse, manage, improve the overall Customer Experience● Formulating and fine-tuning Advice Strategy for competitive advantage● Lead the National Marketing Team, ownership & design of marketing strategy● Executive in leading delivery of Transformation project across the SA businessNOTES:Have successfully led a key unit for Old Mutual, navigating – with the team - significant change in the industry requiring major strategic shifts and fresh approaches.

Cape Town Area, South Africa

Managed the Retail Affluent Broker Distribution unit (2009 – 2012). Led a sales focussed organisation with 6 Regional GM’s, a Head of Strategy, Head of Marketing, Head of Operations, Head of HR, Head of Legal, and a R2bn APE sales target. Tasked with managing Profit & Loss (P&L), with all underlying strategy, models, plans, and sales & service teams. Reported to the MD: Retail Affluent.● Led development of strategies, plans, and models● Defined and delivered strategy for the Independent Financial Advisor market● Drove delivery of the national sales target● Managed expense base and profitability● Oversaw performance of 6 regional Distribution hubs and branches across SA● Maintained keen focus on growth, on delivering an efficient broker support modelNOTES:Delivered a national sales target of R2 billion APE (annual premium equivalent) with an expense base of approximately R300 million, with full P&L accountability.Developed a track record of increasing growth & market-share consistently through the Old Mutual broker network, and delivering an efficient support organisation.Entrusted with leading and developing sustainable, competitive and market leading organisations for both the Broker Distribution and Customer & Intermediary units.

Cape Town Area, South Africa

Appointed to resurrect the Fairbairn Capital business (after closure in 2006), an Old Mutual Investment business. Leadership included appointing a new Exco (Executive Committee) and establishing the new ‘virtual’ business with clear Service, Product, Marketing and Distribution strategy. Reported to the MD: Retail Affluent. Notably, laid groundwork that gave impetus to the establishment of Old Mutual Wealth in the SA business. Key achievements included the acquisition of ACSIS and the concluding of a commercial agreement with Nedbank Financial Planning –leading to inorganic and natural organic growth of the business.

Cape Town Area, South Africa

Developed and maintained distribution support that included Commission and Contracts, Designing Remuneration Models, Finance, Marketing and Communications, Service and Strategy. The key deliverables were the merging of various functions across channels, driving efficiencies and creating a balanced approach to remuneration design. Reported to the Executive GMs for Distribution Channels.

Cape Town Area, South Africa

Western Cape

Leadership Programme

Channel Leadership Programme

Senior Management Programme

Education record

Education record