Dilshan Laheer
Assistant Premier Relationship Manager
Colombo
Summary
Results-driven and customer-focused banking professional with 6 years of progressive experience in Premier Branch Banking, Relationship Management, Call Center Operations, and Front-line Customer Service. Skilled in managing high-value client portfolios, delivering exceptional customer experiences, cross-selling banking products, and ensuring regulatory compliance. Recognized for building strong client relationships, achieving sales targets, and maintaining top-tier service standards in dynamic banking environments.
Overview
7
7
years of professional experience
1
1
Language
Work History
Assistant Relationship Manager
HSBC
11.2024 - Current
- Support & Coordination: Assist 2 Premier Relationship Managers in managing a client portfolio of 400-450 top-tier clients each, ensuring timely service delivery, meeting deadlines, and maintaining high standards of customer satisfaction.
- Cross-Selling & Revenue Growth: Actively contribute to increasing wallet share by cross-selling HSBC's suite of personal banking products/services, ensuring that each client is aware of relevant opportunities while maintaining targeted cross-sell ratios.
Banking Associate - Universal Banker
HSBC
03.2023 - 10.2024
- Managed the Frontline Branch HUB and SFE system, ensuring smooth daily operations for branch staff.
- Universal Banker Expertise: Versatile and well-rounded banker with hands-on experience in customer service, account management, retail lending, and providing tailored financial advice to a diverse client base.
- Client-Centric Problem Solver: Thrive in high-volume, fast-paced environments by delivering timely, effective financial solutions and maintaining strong client relationships through proactive service and consistent follow-up.
Banking Associate - Inbound Premier Call Center Authorization staff
HSBC
09.2019 - 03.2023
- Acted as a call center authorization specialist, utilizing in-depth knowledge of HUB, SFE, ATMP, and Green Screen systems to ensure accurate and timely customer service.
Customer Service Executive
HSBC
01.2019 - 08.2019
- Proficient in UK-based account opening procedures and Know Your Customer (KYC) compliance standards.
Education
Bachelor of Business Administration (Hons) - finance, marketing, strategic management, organizational behavior
University of Bedfordshire
09-2026
Skills
Collaborative teamwork
Team leadership
Investment portfolio management
Client support
Credit evaluation
Customer relationship management in banking
Interests
Sri Lanka National Hockey Player, 2021-01-01, Present, Representing Sri Lanka in national-level hockey competitions, demonstrating exceptional skills, leadership, and teamwork on the field
Junior Sri Lanka National Hockey Player (U21), 2018-01-01, 2020-12-31, Selected to represent Sri Lanka at the U21 level, gaining valuable experience in national and international tournaments
HSBC Hockey, Cricket, and Athletic Player, Present, Actively participate in HSBC's internal sports teams, competing in hockey, cricket, and athletics, and contributing to the organization's sports culture and team spirit
Personal Information
Nationality: Sri Lankan
References
- Amalki Palihakkara, Senior Executive, AIA Sri Lanka Academy, amalkipalihakkara@gmail.com, 0778735942
- Shakthi Rasiaha, Sales Activity Manager - Acquisitions, HSBC Sri Lanka, shakthi.rasiaha@hsbc.com.lk, 0773315722
Timeline
Assistant Relationship Manager
HSBC
11.2024 - Current
Banking Associate - Universal Banker
HSBC
03.2023 - 10.2024
Banking Associate - Inbound Premier Call Center Authorization staff
HSBC
09.2019 - 03.2023
Customer Service Executive
HSBC
01.2019 - 08.2019
Bachelor of Business Administration (Hons) - finance, marketing, strategic management, organizational behavior
University of Bedfordshire
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