Kalani Perera
No. 212/A, Horape, Ragama ,12
Summary
Results-driven Relationship Manager specializing in the Inner Circle Ambassadors program, with a robust track record of cultivating and managing high-value client relationships. Leveraging over 5 years of experience in the banking sector, I excel in delivering tailored financial solutions and exceptional service to high-net-worth individuals. Adept at strategic planning, business development, and cross-functional collaboration, I am committed to enhancing client satisfaction and driving organizational growth through personalized financial strategies and superior relationship management
Overview
7
7
years of professional experience
Work History
Senior Banking Assistant
Nations Trust Bank
05.2021 - Current
- Advanced to the role of Relationship Manager, focusing on high-value clients as part of the Inner Circle Ambassadors program.
- Cultivated and managed relationships with key clients, providing personalized financial advice and tailored banking solutions.
- Acted as a primary point of contact for high-net-worth individuals, addressing their needs and ensuring exceptional service delivery.
- Developed and executed strategic plans to enhance client satisfaction and retention, including regular account reviews and bespoke financial planning.
- Collaborated with cross-functional teams to address client needs and deliver comprehensive banking services.
- Contributed to the bank’s growth by identifying and pursuing new business opportunities within the Inner Circle client base.
Banking Assistant
Nationstrust Bank PLC
05.2019 - 05.2021
- Promoted from Trainee to Banking Assistant, responsible for overseeing daily banking operations and managing cash counter activities.
- Processed a variety of transactions at the cash counter, including deposits, withdrawals, and transfers, ensuring accuracy and efficiency.
- Managed cash handling tasks such as counting, balancing, and reconciling cash drawers to maintain accuracy and prevent discrepancies.
- Assisted customers with account inquiries, transaction processing, and resolving issues, providing excellent customer service and support.
- Conducted routine account maintenance, including updating account details, processing account closures, and managing customer requests.
- Supported the team in implementing operational procedures and adhering to regulatory requirements to ensure compliance and security.
- Utilized banking software to process transactions, generate reports, and track financial activities, contributing to smooth daily operations.
Banking Trainee
Nations Trust Bank PLC
05.2017 - 05.2019
- Participated in an extensive two-year training program, gaining comprehensive knowledge of banking operations, financial products, and customer service practices.
- Assisted with a wide range of tasks including processing transactions, managing account inquiries, and handling cash operations with accuracy and attention to detail.
- Supported senior staff in daily operations by preparing and verifying documentation, conducting account reconciliations, and maintaining financial records.
- Developed skills in customer interaction by addressing inquiries, resolving issues, and providing information on banking services and products.
- Gained experience with banking software and systems, contributing to data entry, transaction tracking, and report generation.
- Acquired knowledge of regulatory compliance and internal policies, ensuring adherence to industry standards and best practices.
- Collaborated with team members to enhance process efficiency and improve service delivery, actively participating in team meetings and training sessions
Education
GCE Advanced Level - Commerce Stream
Gurukula College, Kelaniya
Wp/Ke Gurukula College, Peliyagoda12.2017
GCE Ordinary Level -
Gurukula College, Kelaniya
Wp/Ke Gurukula College, Peliyagoda08.2014
Skills
Client Relationship Management
- Expert in Building and Nurturing Relationships: Proven ability to establish and maintain strong, long-term relationships with high-net-worth clients, ensuring high levels of satisfaction and retention
- Personalized Financial Solutions: Skilled in assessing client needs and delivering customized financial solutions tailored to individual goals and objectives
Customer Service Excellence
- Exceptional Communication Skills: Proficient in conveying complex information clearly and effectively, both verbally and in writing
- Client-focused Approach: Dedicated to providing superior service and addressing client inquiries and concerns with a high degree of professionalism
Strategic Planning and Execution
- Account Management: Experienced in managing client accounts, including regular reviews and strategic planning to meet evolving financial needs
- Business Development: Capable of identifying and pursuing new business opportunities within the Inner Circle client base to drive growth and profitability
Financial Acumen
- In-depth Knowledge of Financial Products: Comprehensive understanding of various banking products and services, including investment options, loans, and wealth management strategies
- Risk Assessment and Management: Ability to evaluate financial risks and opportunities, providing sound advice to mitigate potential issues
Team Collaboration and Leadership
- Cross-functional Coordination: Proven track record of working effectively with other departments to deliver comprehensive banking solutions and achieve organizational goals
- Mentorship and Support: Experienced in mentoring junior staff and contributing to a positive team environment through collaboration and support
Technical Proficiency
- Banking Software and Systems: Proficient in using banking software and tools for transaction processing, reporting, and data management
- CRM Systems: Skilled in utilizing Customer Relationship Management (CRM) systems to track client interactions and manage relationships
Otherqualifications
I have completed MS Office course at Jinarathana Vocational Training Centre.
Othercurriculumactivities
- School deputy sports captain.
- Active member of school netball team.
- Active member of school aerobic gymnastic team.
Nonrelatedreferences
- Ms. Mario George Pushparajah, Branch Manager, Nationstrust bank, Mahabage, 0760290103
- Mr. C Vinothkumar, Assistant Manager, Nationstrust Bank, Mahabage, 0778833017
Personal Information
- NIC Number: 995221993V
- Date of Birth: 01/22/99
- Gender: Female
- Nationality: Srilankan
- Marital Status: Single
Languages
Sinhala
Native language
English
Advanced
C1
Timeline
Senior Banking Assistant
Nations Trust Bank
05.2021 - Current
Banking Assistant
Nationstrust Bank PLC
05.2019 - 05.2021
Banking Trainee
Nations Trust Bank PLC
05.2017 - 05.2019
GCE Advanced Level - Commerce Stream
Gurukula College, Kelaniya
GCE Ordinary Level -
Gurukula College, Kelaniya
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