Patrick Gonya
Cape Town,WC
Summary
Dynamic professional with a proven track record at Old Mutual Life Assurance, adept in financial planning and client education. Skilled in collection management and staff supervision, I excel in enhancing service delivery and operational efficiency. Multilingual with a strong public service orientation, I am committed to fostering community engagement and achieving strategic goals.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Assistant Librarian
City Of Cape Town
02.2020 - Current
- Assisted patrons in locating resources and utilizing library systems effectively.
- Developed and maintained cataloging standards for new acquisitions and existing collections.
- Coordinated community outreach programs to promote library services and literacy initiatives.
- Streamlined checkout processes, enhancing user experience through efficient system utilization.
- Trained staff on digital resource management and library software applications.
- Supported community engagement through the facilitation of various library programs and events.
Financial Advisor
Old Mutual Life Assurance
08.2015 - 01.2020
- Developed personalized financial plans to meet client needs and goals.
- Analyzed investment portfolios, providing recommendations for performance improvement.
- Conducted market research to identify emerging trends and opportunities for clients.
- Educated clients on risk management strategies and insurance products.
- Mentored junior advisors, enhancing team knowledge and service delivery.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Department Manager
Edcon Group
03.2004 - 04.2015
- Led cross-functional teams to streamline operational workflows and enhance departmental efficiency.
- Developed and implemented training programs for staff, improving employee performance and retention rates.
- Analyzed sales data to identify trends, informing strategic decisions that drove revenue growth.
- Oversaw inventory management processes, reducing excess stock and minimizing waste across departments.
- Facilitated regular performance reviews, providing feedback and coaching to foster team development.
- Oversaw inventory management processes, maintaining optimal stock levels while minimizing waste and losses due to shrinkage or obsolescence.
- Established clear performance expectations for staff members which led to increased accountability.
Education
Small Business Management -
Peninsula Technikon
Cape Town, South AfricaSmall Business Management -
Peninsula Technikon
Cape Town, South AfricaSkills
- Reference services
- Website maintenance
- Public service orientation
- Multilingual abilities
- Collection management
- Staff supervision
Accomplishments
- Collaborated with team of four in the development of ideas on how we can drive our sales target.
- Resolved product issue through consumer testing.
- Supervised team of 8 staff members.
Certification
- Certified Financial Advisor, Old Mutual - for 5 years
- Customer Service Training - On going training while I was at Mutual.
- Customer Service Champion Training - While I was at Edcon
Timeline
Assistant Librarian
City Of Cape Town
02.2020 - Current
Financial Advisor
Old Mutual Life Assurance
08.2015 - 01.2020
Department Manager
Edcon Group
03.2004 - 04.2015
Small Business Management -
Peninsula Technikon
Small Business Management -
Peninsula Technikon