Nilakshi Lakmali
Moratuwa
Summary
Results-driven professional with expertise in client relationship management, problem solving, financial operations, and time management. Adept at fostering strong communication to enhance operational efficiency and deliver exceptional outcomes. Committed to leveraging core competencies to drive organisational success and build lasting client partnerships.
Overview
1
1
year of post-secondary education
9
9
years of professional experience
Work history
DEPUTY RELATIONSHIP MANAGER - PRIVATE BANKING
NATIONS TRUST BANK
2024.08 - 2026.07
- Managed portfolio of high-net-worth private banking clients as primary point of contact for financial needs. Delivered personalised customer service strategies, enhancing client retention and satisfaction. Resolved complex client inquiries and financial requests, prioritising speed and accuracy.
- Developed strong rapport with clients for long-term association.
- Assisted Relationship Manager in devising effective strategies for performance enhancement.
- Coordinated with sales teams to achieve seamless service delivery.
SENIOR RELATIONSHIP OFFICER (INNER CIRCLE/ BUSINESS BANKING)
NATIONS TRUST BANK
2022.07 - 2024.08
- Managed relationships for ‘Inner Circle & Business Banking’ priority clients, ensuring high-quality service that met both personal and business banking needs. Identified client needs to offer tailored financial and business solutions, driving long-term engagement and retention. Facilitated communication between clients and internal teams to enable seamless and timely service delivery.
- Liaised closely with external agencies such as social services and housing departments, providing comprehensive support for individuals in need.
- Ensured safety by routinely patrolling and conducting security checks.
- Delivered top-notch service to visitors, enhancing their experience at the venue.
Banking Assistant
NATIONS TRUST BANK
2020.01 - 2022.06
Trainee Banking Assistant
NATIONS TRUST BANK
2018.01 - 2022.05
Education
MBA -
Oxford College of Business
Diploma - English (Spoken English, General English, and Etiquettes)
British Way English Academy
Pre-Intermediate 2, 3 and Intermediate 1 levels - undefined
British Council Colombo
G.C.E. Advanced Level Examination - undefined
G.C.E. Ordinary Level Examination - undefined
NVQ 4 IT diploma - undefined
VTC
2017.01 - 2018.01
Skills
- Financial sector expertise
- Knowledge of banking regulations
- Compliance standards knowledge
- Financial Operations
- Client Relationship Management
- Problem Solving
- Management
- Effective communication
Extra-Curricular Activities
- Games Captain, Nations Trust Bank PLC (2025–2026)
- Netball Captain, Nations Trust Bank PLC (2023–2024)
- Active participant in corporate sports and team-building initiatives.
References
Shan Fernando,
Senior Manager - Nations Nova Proposition,
Nations Trust Bank PLC
0766011296
Yoshitha Gunathilake
Relationship Manager - Branch Operations,
Nations Trust Bank PLC
0711138489
Timeline
DEPUTY RELATIONSHIP MANAGER - PRIVATE BANKING
NATIONS TRUST BANK
2024.08 - 2026.07
SENIOR RELATIONSHIP OFFICER (INNER CIRCLE/ BUSINESS BANKING)
NATIONS TRUST BANK
2022.07 - 2024.08
Banking Assistant
NATIONS TRUST BANK
2020.01 - 2022.06
Trainee Banking Assistant
NATIONS TRUST BANK
2018.01 - 2022.05
NVQ 4 IT diploma - undefined
VTC
2017.01 - 2018.01
G.C.E. Ordinary Level Examination - undefined
G.C.E. Advanced Level Examination - undefined
Pre-Intermediate 2, 3 and Intermediate 1 levels - undefined
British Council Colombo
Diploma - English (Spoken English, General English, and Etiquettes)
British Way English Academy
MBA -
Oxford College of Business