Paul Siyabonga Gasa
New Germany
Summary
Accomplished professional with deep expertise in financial products and regulatory compliance. Demonstrated success in branch auditing, customer relationship management, and business development. Strong skills in financial reporting and project scheduling, alongside effective staff recruitment and crisis management. Focused on driving organizational success through strategic initiatives and continuous improvement.
Overview
15
15
years of professional experience
2007
2007
years of post-secondary education
Work history
Broker Principal
Clear Choice Financial Services
07.2023 - Current
- Developed comprehensive understanding of financial markets to support informed decision making.
- Executed numerous successful trades, significantly enhancing company performance.
- Evaluated risk factors in complex transactions, effectively minimising potential losses.
- Analysed market trends to facilitate successful trading strategies.
- Maintained up-to-date knowledge of regulatory requirements for compliance adherence.
- Implemented effective sales strategies, resulting in increased deal closure success rates.
- Forged strong professional relationships, expanding client base and access to resources.
- Provided expert advice on investment opportunities, contributing to clients' financial growth.
Branch Manager -Pietermaritzburg
Sanlam Sky
01.2020 - 06.2023
- Streamlined achievement of productivity, quality, and manpower targets.
- Managed compliance and mitigated business risks effectively.
- Oversaw daily operations to ensure seamless branch functionality.
- Developed performance enhancement programmes for staff growth.
- Resolved escalated operational issues to maintain service quality.
- Administered budgets to optimise financial health.
- Allocated worksites to improve operational efficiency.
- Fostered stakeholder relationships, enhancing collaboration and trust.
Sales Manager
Sanlam Sky
04.2017 - 12.2019
- Developed and monitored sales plan aligned with team objectives.
- Executed timely recruitment of qualified Financial Advisers to strengthen team capabilities.
- Conducted joint fieldwork with Financial Advisers to enhance supervision and support.
- Facilitated regular performance review meetings with each Financial Adviser.
- Delivered comprehensive training to ensure compliance with FAIS Fit and Proper requirements.
- Led weekly sales meetings, promoting accountability and driving team performance.
- Managed expense budget, analysing monthly report variances to remain within limits.
Acting Branch Manager -Durban
Sanlam Sky
01.2018 - 01.2019
- Achieved business productivity and quality targets through effective manpower management.
- Ensured compliance and mitigated business risks by implementing robust policies.
- Oversaw daily business operations to enhance efficiency and performance.
- Developed staff performance through targeted management and support initiatives.
- Resolved escalated operational issues swiftly to maintain service continuity.
- Managed budgets effectively to optimise resource allocation.
- Allocated worksites strategically to maximise operational effectiveness.
- Fostered relationships with key stakeholders and clients to improve collaboration.
Area Sales Manager:Pietermaritzburg
Liberty Group
10.2015 - 03.2017
- Implemented training programmes that elevated team performance levels.
- Pioneered CRM systems to optimise data management and strengthen customer relations.
- Cultivated robust client relationships, driving substantial business growth.
- Coordinated promotional campaigns that significantly improved brand visibility.
- Streamlined sales processes, enhancing overall team productivity.
- Drove revenue growth by identifying and capitalising on emerging market trends.
- Sculpted a high-performing sales culture through motivation sessions and reward initiatives.
- Guided team members on upselling techniques, improving customer value proposition.
Financial Advisor/Team Leader
Liberty Group
09.2013 - 09.2015
- Enhanced client relations by providing expert financial advice.
- Monitored economic and social trends with keen attention to detail.
- Improved clients' understanding of tax liabilities through clear explanations.
- Performed regular audits of client accounts ensuring accuracy and transparency.
- Advised on wealth management strategies for long-term growth.
- Facilitated successful mergers and acquisitions by thorough due diligence processes.
- Managed a diverse portfolio of investments, maximised returns.
- Delivered personalised investment opportunities with detailed analysis.
- Achieved greater customer satisfaction with insightful investment strategies.
- Implemented robust compliance procedures to prevent regulatory breaches.
- Prepared comprehensive financial reports for improved decision making.
- Maintained up-to-date knowledge of market trends for better predictions.
- Utilised advanced forecasting models to predict market behaviour.
Independent Financial Advisor
Metropolitan Life and BBTP Financial Advisors
11.2011 - 08.2013
- Managed client portfolios to achieve financial goals.
- Conducted comprehensive risk assessments to mitigate potential losses.
- Assisted clients in understanding complex financial concepts with ease.
- Resolved complex financial issues, enhancing client confidence.
- Collaborated effectively with team members to ensure optimal service delivery.
- Analysed market trends to provide accurate investment guidance.
- Maintained up-to-date knowledge of regulatory changes, ensuring compliance at all times.
- Advised on pension schemes with a focus on maximum returns.
Special Projects consultant
Media 24-The Witness Print and Publishing Company
01.2011 - 10.2011
- Managed budgets effectively to ensure financial sustainability of projects.
- Maintained regulatory compliance throughout all project phases.
- Liaised with clients to gather requirements and align expectations.
- Established clear objectives aligned with company strategic goals.
- Delivered high-quality projects through coordination with various stakeholders.
- Conducted thorough research on market trends, resulting in competitive project outcomes.
- Boosted team efficiency through regular communication and feedback sessions.
- Drafted and executed project plans leading to timely completions.
Education
Matric -
Marion High School
B.COM - Marketing and Management
University of KwaZulu Natal
FAIS Regulatory Exam for Representatives - undefined
Financial Planning Institute of South Africa
Higher Certificate - Wealth Management (Study school 1)
PSG Academy
FAIS Regulatory Exam for Key Individuals - undefined
Financial Planning Institute of South Africa
Leadership Development Programme - undefined
Henley Business School
Post Graduate Diploma - Financial Planning Law
University of Free State
Certificate of Higher Education - Leadership Acceleration
University of Pretoria - GIBS
01.2021 - 12.2021
Skills
- Financial product knowledge
- Regulatory compliance
- Technical proficiency
- Ethical leadership
- Branch auditing
- Customer relationship management
- Business development
- Financial reporting
- Project scheduling
- Staff recruitment and management
- Crisis management
- Corporate governance
- Business networking
Accomplishments
- Team Best Quality 2017
- Case Budget Achieved 2017
- Team Best Quality 2018
- Case Budget Achieved 2018
- Branch Champion Team of the year 2018
- Club Izikhulu 2020, 5th position
Personal Information
- ID Number: 8808135265088
- Ethnicity: Black
- Citizenship: South African
- Gender: Male
Languages
English
Fluent
Zulu
Native
Affiliations
- Running
- Hiking
- Soccer
Timeline
Broker Principal
Clear Choice Financial Services
07.2023 - Current
Certificate of Higher Education - Leadership Acceleration
University of Pretoria - GIBS
01.2021 - 12.2021
Branch Manager -Pietermaritzburg
Sanlam Sky
01.2020 - 06.2023
Acting Branch Manager -Durban
Sanlam Sky
01.2018 - 01.2019
Sales Manager
Sanlam Sky
04.2017 - 12.2019
Area Sales Manager:Pietermaritzburg
Liberty Group
10.2015 - 03.2017
Financial Advisor/Team Leader
Liberty Group
09.2013 - 09.2015
Independent Financial Advisor
Metropolitan Life and BBTP Financial Advisors
11.2011 - 08.2013
Special Projects consultant
Media 24-The Witness Print and Publishing Company
01.2011 - 10.2011
B.COM - Marketing and Management
University of KwaZulu Natal
FAIS Regulatory Exam for Representatives - undefined
Financial Planning Institute of South Africa
Higher Certificate - Wealth Management (Study school 1)
PSG Academy
FAIS Regulatory Exam for Key Individuals - undefined
Financial Planning Institute of South Africa
Leadership Development Programme - undefined
Henley Business School
Post Graduate Diploma - Financial Planning Law
University of Free State
Matric -
Marion High School
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