Praveen Perera
Assistant Relationship Manager - Corporate Banking
Moratuwa,Colombo
Summary
Seeking a challenging career, with growth potentials where the skills and abilities could be best utilized to assist the Organization in achieving its business challenges.
Overview
11
11
years of professional experience
13
13
years of post-secondary education
Work History
Assistant Relationship Manager
Union Bank of Colombo PLC
01.2017 - Current
- Maintaining a close knit relationship with clients assisting them on day to day transactional matters ensuring best in class service.
- Coordinating with internal partners to provide solutions to clients and meet client expectations efficiently.
- Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
- Preparation of “Customer Profitability” reports as determined by the Unit Head
Relationship Associate
Citi Bank - Colombo, Sri Lanka
Colombo 07
12.2013 - 12.2016
- Canvassing new accounts and deepening of business volumes from existing relationships
- Preparation of draft credit proposal covering new facilities as well as renewals of existing clients
- Coordinating and completing the credit proposals for Global Subsidiaries portfolio in line with Citibank credit Policy.
- Analyzing and monitoring revenue and reviving opportunities to maximize client share of wallet.
Education
Intermediate in Applied Banking & Finance (IABF) - Applied Banking & Finance
Institute of Banks of Sri Lanka (IBSL).
Colombo 09.2018 - 09.2020
Diploma in Applied Banking & Finance (DABF) - Applied Banking & Finance
Institute of Banks of Sri Lanka (IBSL)
Colombo 09.2020 - Current
Business Management And Strategy - Business Administration And Management
University of Northampton
UK 09.2021 - Current
Training Program On Individual Impairment - Individual Impairment
Earnest & Young
Colombo 08.2019 - 08.2019
Diploma in Vocational Training -
Lalith Athulath Mudali Institute
Colombo 01.2011 - 12.2011
Advance Level Examination - Commerce Stream
St. Sebastian's Collage - Moratowa
Colombo 04.2011 - 08.2013
Skills
Relationship building and management
Customer portfolio management
Fluent skills in Microsoft Word, Excel, PowerPoint & Outlook
Energetic & motivated team player
Excellent communication skills in English (Spoken & written)
Excellent client service & marketing skills
Ability to work in dynamic and challenging environments with different stakeholders
Accomplishments
* Head Prefect (2012) of the School St. Sebastian's Collage.
* School Athletic Captain 2012
* Awarded “The Most Persevering Student” in 2011.
* School Color holder for Athletics 2010.
* Awarded Up Coming Player in Piliyandala Zonal Division 2010.
* All Island / National Merit in 2008 and 2005.
* National record holder in 100m at Athletes Association of Sri Lanka 2005.
Referees
Mr. Kavinda de Zoysa
Head, Corporate & Investment Banking,
Citi Bank N.A. Colombo Branch,
No 65C, Dharmapala Mawatha,
Colombo 07.
Tel: +94114794702, +94777307153
Mr. Teran Pasindu Dharmasiri
Head of Cash Management,
Hatton National Bank.
No 479,T B Jaya Mawatha,
Colombo 10.
Tel: +94714275302
Timeline
Business Management And Strategy - Business Administration And Management
University of Northampton
09.2021 - Current
Diploma in Applied Banking & Finance (DABF) - Applied Banking & Finance
Institute of Banks of Sri Lanka (IBSL)
09.2020 - Current
Training Program On Individual Impairment - Individual Impairment
Earnest & Young
08.2019 - 08.2019
Intermediate in Applied Banking & Finance (IABF) - Applied Banking & Finance
Institute of Banks of Sri Lanka (IBSL).
09.2018 - 09.2020
Assistant Relationship Manager
Union Bank of Colombo PLC
01.2017 - Current
Relationship Associate
Citi Bank - Colombo, Sri Lanka
12.2013 - 12.2016
Advance Level Examination - Commerce Stream
St. Sebastian's Collage - Moratowa
04.2011 - 08.2013
Diploma in Vocational Training -
Lalith Athulath Mudali Institute
01.2011 - 12.2011