Summary
Overview
Work History
Education
Skills
Certification
Languages
References
Timeline
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MADHAWA MALWANA

65L,Galwaladeniya Road, Mattegoda

Summary

Experienced banking and finance professional with expertise in unit trust operations, branch operations, credit management, and business development. Skilled in regulatory compliance, cash management, client relationship management, and strategic planning. Adept at collaborating with internal teams, regulators, and high-net-worth clients to optimize financial operations and ensure seamless service delivery.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Executive – Unit Trust Operations

Capital Alliance PLC
11.2023 - 01.2025
  • Managed unit trust operations, ensuring adherence to financial regulations and internal policies
  • Oversaw transactions, reconciliations, and NAV calculations for accurate financial reporting
  • Coordinated with custodians, regulators, and internal teams to facilitate smooth operations
  • Ensured timely submission of compliance and financial reports

Senior Branch Operations Assistant

National Development Bank PLC
08.2022 - 11.2023
  • Assisted the Branch Manager in achieving branch financial goals and completing customer-related activities
  • Handled day-to-day branch and credit operations efficiently while ensuring policy compliance
  • Coordinated with other departments to facilitate branch-related transactions and operations
  • Prepared reconciliation reports and compliance reports for internal and CBSL requirements
  • Acquired new Retail/SME clients, strengthening relationships and increasing branch profitability

Elevate Client Relationship Officer

National Development Bank PLC
02.2022 - 07.2022
  • Managed a portfolio of high-net-worth clients, providing tailored banking solutions
  • Assisted the Privilege Banking Relationship Manager in handling client requirements
  • Performed daily branch operations, including customer service and compliance activities

Branch Operations Assistant

Nations Trust Bank PLC
01.2021 - 02.2022
  • Worked at Kotahena and Kohuwala branches, handling daily branch and cash operations
  • Assisted the Branch Credit Manager with credit approvals and financial risk mitigation
  • Reviewed existing accounts and credit facilities, taking necessary actions when required

Overseas Business Promotion Officer

Nations Trust Bank PLC
10.2017 - 01.2021
  • Developed new business opportunities in South Korea, strengthening international relations
  • Conducted client assessments for loans, leasing, and business financing
  • Maintained relationships between overseas customers and local business units
  • Coordinated with branch relationship officers, credit managers, and head office teams

Senior Business Development Officer

Nations Trust Bank PLC
03.2017 - 09.2017
  • Acquired new clients across individual, business, and private banking sectors
  • Cross-sold financial products, including personal loans, leasing, and credit facilities
  • Managed branch sales, credit, and leasing operations, ensuring smooth transactions

Business Development Officer

Nations Trust Bank PLC
06.2015 - 03.2017
  • Led client acquisition and business development efforts at the Thalawathugoda branch
  • Managed branch sales operations, customer service, and financial product promotions
  • Assisted in credit and leasing operations, facilitating loan approvals and financial services

Education

Bachelor (Hons) - Business Administration

Cambridge College of Business And Management
Malaysia

Advanced Certificate - Human Resource Management

Human Resource Management Institute
Sri Lanka
06.2015

Primary and Secondary Education -

Ananda College
Colombo
06.2012

Skills

  • Business Management & Development
  • Strategic Planning & Critical Thinking
  • Regulatory Compliance & Risk Mitigation
  • Client Relationship Management
  • Cash & Credit Operations
  • Team Leadership & Negotiation

Certification

  • Diploma in Leadership and Management, CPD
  • Certificate in Customer Service Skills (CSS), Alison

Languages

  • English, Fluent
  • Sinhala, Fluent

References

References available upon request.

Timeline

Executive – Unit Trust Operations

Capital Alliance PLC
11.2023 - 01.2025

Senior Branch Operations Assistant

National Development Bank PLC
08.2022 - 11.2023

Elevate Client Relationship Officer

National Development Bank PLC
02.2022 - 07.2022

Branch Operations Assistant

Nations Trust Bank PLC
01.2021 - 02.2022

Overseas Business Promotion Officer

Nations Trust Bank PLC
10.2017 - 01.2021

Senior Business Development Officer

Nations Trust Bank PLC
03.2017 - 09.2017

Business Development Officer

Nations Trust Bank PLC
06.2015 - 03.2017
  • Diploma in Leadership and Management, CPD
  • Certificate in Customer Service Skills (CSS), Alison

Bachelor (Hons) - Business Administration

Cambridge College of Business And Management

Advanced Certificate - Human Resource Management

Human Resource Management Institute

Primary and Secondary Education -

Ananda College
MADHAWA MALWANA