Summary
Overview
Work History
Education
Skills
Websites
Languages
Timeline
Generic
Niranjan Matugama

Niranjan Matugama

Colombo,11

Summary

Dynamic and results-driven professional banker with over 15 years of experience locally and internationally. Demonstrated success in driving growth and fostering partnerships. Proven ability to identify market opportunities and execute strategic initiatives for revenue generation. Collaborative team player with a strong focus on achieving results and adapting to dynamic business environments. Skilled in relationship building, market analysis, and project management.

Overview

16
16
years of professional experience

Work History

Sales and Business Development Manager - Global Payment Solutions

HSBC
11.2023 - Current
    • Manage and develop domestic and regional cash management needs of Corporate and Institutional customer base & realization of its revenue
    • Promote HSBC's Cash Management capabilities internally and externally to improve awareness and drive new to bank sales strategy
    • Provide clients with payments and cash management solutions to achieve greater value and process streamlining
    • Timely delivery of complex solution proposals such as Treasury APIs, Open Banking, Trade and FX
    • Manage both internal (Relationship Managers/Global and Regional sales teams) and external stake holders (clients) to grow and retain business
    • Acting as a single point of contact for any type of escalations for Sri Lanka
    • Ensure a smooth transition of cash management deal wins from sales to implementation
    • Delivering exceptional service quality to meet customer and bank expectations
    • Support sales strategy to achieve sales goals through Request for Proposal (RFP) process
    • Conduct client planning activities and scheduling periodic client reviews

Client Services Manager (Team Lead) - Global Payment Solutions

HSBC
09.2022 - 11.2023
  • Execute client service activities for portfolio of top tier large corporate and international banking clients.
  • Act as dedicated single point of contact for all service and operational items related to GPS products and solutions offered.
  • Increase wallet share through cross-selling HSBC payment solution products.
  • Identify and introduce service improvements to improve overall client experience.
  • Conduct client service reviews and maintain higher degree of NPS score.
  • Generate local and cross border referrals for GPS and other businesses.
  • Comply with all relevant regulations, policies and guidelines & strive to protect the bank against all credit, legal, reputational, and other risks.
  • Conduct sessions for client service reviews and training.
  • Enhancing usage of HSBCnet by migrating clients and assisting clients with queries related to HSBCnet.
  • Developed new employees and on-going performance assessment of current employees.
  • Resolved escalated issues with professionalism, maintaining client trust and safeguarding the company's reputation.

Manager Private Banking

Nations Trust Bank PLC
08.2018 - 08.2022
  • Managing a portfolio of dynamic HNWI customers.
  • Providing diversified investment advisory in fixed income assets and products.
  • New acquisition of clients and growing the CASA, Assets & Liability base.
  • Preparation of credit facility appraisals and proposals.
  • Acting as the banking ambassador for clients.
  • Enhancing penetration of digital banking platforms.
  • Providing SME credit & financial solutions.
  • Conducting In-depth financial analytics and provide timely reporting to stakeholders
  • Curtailing delinquency rates by proactive collection & recovery activities.
  • Managing the profitability of the portfolio and increase product penetration.
  • Coaching and mentoring new relationship managers and assistants.

Employee Banking Relationship Officer

Commercial Bank
08.2014 - 07.2018
  • Acquisition of new to bank salaried customers.
  • Act as the ambassador for new to Qatar proposition.
  • Handling customer queries related to personal banking.
  • Cross sell Retail liability products and Assets.(Credit Cards, Auto Loans, personal Loans, Over Draft Facilities & Mortgage loans).
  • Assisting Sadara privileged banking customers with their banking queries.
  • Preparing credit proposals of retail clients.
  • Processing of new accounts and asset product applications.
  • Providing comprehensive customer relationship management.
  • Evaluation of corporate clients for credit and lending opportunities.

Banking Assistant Branch Banking

HSBC
12.2008 - 08.2014
  • Providing Customer Service for Advance & Premier customers
  • Opening of new demand deposits & term deposits
  • Handling Customer queries
  • Cross selling personal banking products such as Personal Loans, Credit cards & Liabilities
  • Handling queries of corporate banking clients
  • Issuing of Foreign Currency
  • Monthly Audit confirmations
  • Inward & Outward remittance services
  • Demand Draft clearing & Processing

Education

MBA - International Business

University of Suffolk
United Kingdom
03.2022

Business Management

Association of Business Executives UK
UK
01.2012

Skills

  • Business development and planning
  • Strategic Thinking
  • Stakeholder Management
  • Product demonstrations
  • Client consultations
  • Strategic Negotiations
  • Team Management
  • Problem Solving & Risk Analysis

Languages

English
Proficient
C2
Sinhala
Proficient
C2
Chinese (Mandarin)
Elementary
A2

Timeline

Sales and Business Development Manager - Global Payment Solutions

HSBC
11.2023 - Current

Client Services Manager (Team Lead) - Global Payment Solutions

HSBC
09.2022 - 11.2023

Manager Private Banking

Nations Trust Bank PLC
08.2018 - 08.2022

Employee Banking Relationship Officer

Commercial Bank
08.2014 - 07.2018

Banking Assistant Branch Banking

HSBC
12.2008 - 08.2014

MBA - International Business

University of Suffolk

Business Management

Association of Business Executives UK
Niranjan Matugama