Entrusted with managing a portfolio of high-net-worth clients, providing bespoke financial solutions and ensuring long-term relationship growth within the Private Banking segment.
Lead client onboarding initiatives and deliver personalized banking experiences aligned with clients’ strategic financial goals.
Oversee and execute complex investment and transactional operations, including Government Securities (Treasury Bills, Repos, and Reverse Repos), and other structured financial instruments.
Consistently exceed cross-selling and revenue-generation targets through proactive client engagement and product advisory.
Honored as the Best Private Banking Relationship Officer – 2024, achieving the highest national performance ranking across key business and service metrics.
Continue to sustain top-tier performance momentum in 2025, demonstrating excellence in client satisfaction, operational precision, and compliance standards.
Function as the Service Relationship Manager at the branch, maintaining an exemplary track record with zero client or management complaints till today.
Conduct in-depth analysis of clients’ portfolios to identify opportunities for portfolio optimization and risk diversification. Proactively introduce and recommend new banking and investment products tailored to client needs.
Banking Assistant
NationsTrust Bank
08.2022 - 11.2023
Processed customer transactions efficiently, ensuring accuracy in cash handling and record maintenance.
Collaborated with team members to streamline branch operations, enhancing overall service delivery efficiency.
Assisted in account management, resolving client inquiries with effective communication and problem-solving skills.
Maintained up-to-date knowledge of banking products, providing clients with relevant information and recommendations.
Banking Assistant
Nations Trust Bank
04.2021 - 04.2022
I have worked as an Banking Assistant in Nations trust Bank IT Department-First level.
Assign/Resolved all system related issues with in the given SLA.
Perform first level analysis and escalate the relevant issues to level two.
Maintained a good relationship with the front end users.
Maintain Ticket resolution KPI.
Support business units to achieve budget volumes and the revenue targets by ensuring IT systems are at peak performance with minimal hardware and software failures.
Provide data requests for audit concerns and court cases.
Prepare monthly reports.
Trainee Banking Assistant
Nations Trust Bank
04.2019 - 04.2021
I have started my career in Nations Trust bank As a Trainee Banking Assistant attached to IT department-First Level Team IN 2019.
Intern
Commercial Bank PLC
12.2018 - 02.2019
Commercial Bank PLC Wattala I have worked as an INTERN in Commercial bank PLC attached to Wattala Branch.
Prepare daily/monthly reports.
Ensure the accuracy of the information.
Intern
Commercial Bank PLC
06.2018 - 12.2018
Commercial Bank PLC Colombo 13 I have worked as an INTERN in Commercial bank PLC attached to Centralized Branch Operations unit.
Manage customer details.
Education
MBA - Business Administration
University Of Sunderland
United Kingdom
Post-Graduate Certificate - Stratagic Management
OTHM Level Seven
United Kingdom
09.2024
Diploma - undefined
Institute of Bankers Sri Lanka
Colombo
05.2019
Spoken English (Pre-Intermediate, Intermediate, Upper Intermediate)