Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
Weerasinha Liyanage Shehan Methmina

Weerasinha Liyanage Shehan Methmina

Embilipitiya

Summary

Accomplished Advisor with a proven track record at Aia Insurance, specializing in client relationship management and analytical thinking. Elevated client portfolio performance through strategic planning and effective risk management. Excelled in mentoring junior advisors, enhancing team growth and client loyalty. Renowned for exceptional written communication and problem-solving skills, consistently delivering results beyond expectations.

Developed critical thinking and advisory skills in dynamic, client-focused environment, looking to transition into new field. Excels in communication and problem-solving, providing valuable insights and support. Ready to apply these transferable skills to drive success in different industry.

Offering blend of interpersonal skills and analytical thinking, eager to learn and contribute in advising environment. Brings understanding of fundamental advising concepts and possesses effective communication and problem-solving abilities. Ready to use and develop analytical and communication skills in [Desired Position] role.

Overview

3
3
years of professional experience

Work History

Advisor

Aia Insurance
10.2022 - Current
  • Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
  • Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
  • Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
  • Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
  • Boosted client portfolio performance, selecting and managing diverse range of investment vehicles.

Advisor

Softlogic Life Insurance
03.2022 - 09.2022
  • Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
  • Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
  • Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
  • Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
  • Advised clients on risk management strategies to protect assets against market volatility.
  • Worked with individuals to help understand and overcome personal, social or behavioral problems affecting educational or vocational situations.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Skilled at working independently and collaboratively in a team environment.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.
  • Demonstrated respect, friendliness and willingness to help wherever needed.

Education

R/embilipitiya/royal College
Embilipitiya, Sri Lanka

Skills

  • Analytical thinking
  • Time management
  • Critical thinking
  • Written communication
  • Strategic planning
  • Problem-solving
  • Training and mentoring
  • Client engagement
  • Career planning
  • Customer service
  • Client relationship management

Languages

English
Full Professional
sinhala
Full Professional

Timeline

Advisor

Aia Insurance
10.2022 - Current

Advisor

Softlogic Life Insurance
03.2022 - 09.2022

R/embilipitiya/royal College
Weerasinha Liyanage Shehan Methmina