Yehen Muthukumarana
Colombo
Summary
Analytical and client-oriented professional with over a year of banking experience and a background in financial services, insurance, and documentation. Skilled in attention to detail, financial product knowledge, lending operations, and customer relationship management. Currently pursuing CIM qualifications with a strong interest in investment banking, financial modelling, and valuation. Analytical and strategic thinker with a background in financial and investment analysis. Known for high productivity levels and the ability to efficiently complete tasks, ensuring accuracy and timely delivery of projects. Possess specialized skills in market research, risk assessment, and portfolio management. Excel at communication, problem-solving, and adaptability, making complex financial concepts understandable and actionable for diverse audiences.
Overview
3
3
years of professional experience
Work History
Banking Trainee
Sampath Bank PLC
Colombo
06.2024 - Current
- Conducted credit analysis, loan processing, and financial statement reviews, developing expertise in lending practices.
- Gained broad knowledge of financial products including deposits, loans, and investment-linked services.
- Delivered high-quality customer service and advisory, strengthening long-term client relationships.
- Prepared financial summaries and internal reports with strong attention to detail, supporting management decision-making.
- Collaborated with cross-functional teams, enhancing operational efficiency and compliance awareness.
Medical Documentation Specialist
Medsource Pvt Ltd
Colombo
02.2023 - 06.2024
- Produced accurate, structured reports in collaboration with an American physician (oncologist).
- Maintained high standards of accuracy, confidentiality, and compliance in documentation.
- Strengthened analytical and research skills through continuous process improvement.
Business Development Associate
Sri Lanka Insurance Corporation
Colombo
12.2022 - 01.2024
- Conducted market and competitor analysis to identify business growth opportunities.
- Prepared client-focused reports and presentations, enhancing decision-making and sales strategy.
- Built and maintained strong client relationships, delivering tailored financial solutions.
- Consistently exceeded performance targets and contributed to cross-functional teamwork.
Education
Diploma in English - English Language
NIBM
Colombo09.2025
G.C.E. Advanced Level - Economics, IT, Accounting, English
Ananda College
Colombo01.2021
Advanced Certificate in English - Language
NIBM
Colombo06-2019
G.C.E. Ordinary Level -
President's College
Kotte01.2018
Diploma in Banking And Finance - Banking And Finance
IBSL
COLOMBOCIM (UK) -
Chartered Institute of Marketing
ReadingSkills
- Financial Modelling & Valuation (DCF, Comparables)
- Financial & Credit Analysis
- Industry & Market Research
- Report & Pitch Book Preparation (PowerPoint, Word)
- Client Relationship Management
- Advanced Excel, PowerPoint, Word
- Customer service
- Financial analysis
- Market research
- Report preparation
- Relationship management
- Data interpretation
Accomplishments
- Consistently exceeded sales and performance targets at Sri Lanka Insurance.
- Conducted 25+ structured surveys during English Diploma, sharpening research & reporting skills.
- Recognized for leadership and collaboration in professional and academic settings.
Timeline
Banking Trainee
Sampath Bank PLC
06.2024 - Current
Medical Documentation Specialist
Medsource Pvt Ltd
02.2023 - 06.2024
Business Development Associate
Sri Lanka Insurance Corporation
12.2022 - 01.2024
Diploma in English - English Language
NIBM
G.C.E. Advanced Level - Economics, IT, Accounting, English
Ananda College
Advanced Certificate in English - Language
NIBM
G.C.E. Ordinary Level -
President's College
Diploma in Banking And Finance - Banking And Finance
IBSL
CIM (UK) -
Chartered Institute of Marketing
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