UMAJINI RAVI
No 15, M Block, Bambalapitiya Flats, Colombo, Sri-Lanka
Summary
A highly motivated and detail-oriented banking professional with 06+ years of experience and a strong background in finance and customer service. Experienced in managing a wide range of banking operations, including account management, loan processing, and financial analysis. Proven ability to build and maintain strong client relationships, while ensuring compliance with regulatory requirements. Possess excellent communication and problem-solving skills, with a track record of delivering exceptional results in a fast-paced and dynamic banking environment. Committed to providing top-notch financial services and contributing to the success of both customers and the organization.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Executive Assistant - General Operations
Commercial Bank of Ceylon PLC
Sri Lanka
03.2020 - Current
- Managed processing of customer transactions through core banking system.
- Facilitated smooth account setup for individuals and businesses by overseeing the entire account opening process.
- Monitoring customer accounts and provide them with necessary advices regarding investment options.
- Provide customers details about banking products and the opportunities they gain by investing in them.
- Delivered regular reports detailing the value of investment products held by both the branch manager and regional manager.
- Complete KYC on boarding for new and pre-existing Customers (KYC Refresh) by reviewing client documentation, vendor databases, and data entered into proprietary.
- Perform the required KYC screening on new client by documenting and corroborating the information obtained on the client as required by the Global KYC Procedures utilizing a variety of independent research sources.
- Addressed customer concerns while successfully offering and recommending supplementary banking services
- Explain operational matters to clients.
- Develop client's awareness, understanding and ability to comply with our operational requirements.
- Provided guidance and oversight to junior staff regarding the proper protocols for account openings and necessary paperwork.
- Provide customers details about lending products and the opportunities they gain by borrowing from us.
- Canvassing deposits and advances to archive given targets.
- Successfully supported the achievement of branch target goals in retail lending products through active canvassing
- Ensured successful completion of goals and objectives within assigned timelines.
Banking Trainee - General Operations
Commercial Bank of Ceylon PLC
Sri Lanka
03.2018 - 03.2020
- Ensure updating all related data bases and monitoring tools maintains at unit on timely manner
- Provided exceptional customer service by addressing and resolving complaints through telephone communication.
- Supported senior staff in completing administrative responsibilities, such as creating reports and presentations.
- Built and maintained positive and productive working relationships both internally and externally
- Ensure all functions comply with regulatory requirements, legalities, bank policies and procedures, risk management requirements and security of the bank
Intern
Commercial Bank of Ceylon PLC
Colombo
10.2017 - 03.2018
- Achieved customer satisfaction through prompt resolution of complaints during inbound and outbound calls.
Education
Bachelor of Science - Network And Networking Security (Second Lower)
Kingston University
London09-2023
Higher National Diploma - Computing (Software Engineer) - Merit
Person
UK08-2021
Skills
- Customer Service
- Office Management
- Technical Support
- Proper phone etiquette
- Leadership
- Communication Skills
- Team Building
- Accuracy
- Efficiency
- MS Office Packages
- Proactive
- Administration Skills
Accomplishments
- Canvassed over 30 Credit Cards and Over Rs 50.0 Mn deposits when working in Commercial Bank of Ceylon PLC.
Language
English - Professional
Tamil - Native
References
Available upon request
Certification
Certificate in Anti Money Laundering (AML) and Countering the Financing of Terrorism (CFT) offered by Fintelekt Advisory Services (Pvt) Ltd, India, April 2021.
Certified as a FIRST AIDER offered by National St.John Association for Sri Lanka, Dec 2017.
Certified as a Yoga Instructor offered by Aum Kriya Babaji Yoga Aranyam, Sri-Lanka, Mar 2014
Timeline
Executive Assistant - General Operations
Commercial Bank of Ceylon PLC
03.2020 - Current
Banking Trainee - General Operations
Commercial Bank of Ceylon PLC
03.2018 - 03.2020
Intern
Commercial Bank of Ceylon PLC
10.2017 - 03.2018
Bachelor of Science - Network And Networking Security (Second Lower)
Kingston University
Higher National Diploma - Computing (Software Engineer) - Merit
Person
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