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
Cape Town, South Africa
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
Cape Town, South Africa
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
Cape Town, South Africa
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