Results-focused who thrives in fast-paced, deadline-driven environments. Committed to accuracy and efficiency as achieved through hard work and attention to detail. Known for excellence in Customer Service.
Overview
17
17
years of professional experience
Work History
Relationship Manager
Cargills Bank Limited
10.2017 - 01.2024
Identifying customer needs and designing the Lending packages which will suit their requirement while exploiting different revenue streams in order to maximize profits from the customer
Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
Account Officer (Junior Executive)
NDB Bank PLC
04.2011 - 09.2017
Assisted the Relationship Managers to review of credit facilities on an on-going basis to justify the credit exposure on each customer analysing & interpreting financial statements based on ratio analysis, risk analysis etc
Prepared temporary facility excess requests for necessary approvals from the designated delegation authorities
Conduct periodical inspection on properties, machinery and stock mortgaged to ensure adequate margins are maintained
Sorted out operational issues and daily transactions of corporate clients with internal units
Confirmed daily balances to large & Medium Corporate clients
Handled New corporate account opening
Monitor the loan / Deposit volumes NII, Fees etc
To achieve laid down performance targets in terms of portfolio revenue and growth of the team.
Accounts Executive
Medex Holdings (Pvt) Ltd
01.2010 - 01.2011
Responsible for preparation of Purchase and Sales Ledger Accounts, petty cash, expenses, invoicing and post
Ensuring budgets are strictly maintained, payroll, reconciliation and making sure BTT , VAT, ESC, NBT tax returns are completed, writing daily sales reports, resolving enquiries from employees, reconciling corporate bank accounts, maintaining Fixed asset inventory, posting of cashbook receipts and payments
Completing legal forms and providing statistical information to management
Communicating with Inland Revenue, Banks, building societies and external auditors when required
Reviewed contractual commitments and suppliers’ terms - advised on adjustments to projects regarding costing, expenditure etc
Within Credit Control, working with customers to control payment terms and solve invoice queries
Preparing reports on different aspects of the business on weekly and monthly basis and daily registration of Invoices and credit notes
Establishment & Implementation of internal control system for the Clients.
Accounts Trainee
Union Assurance PLC
06.2007 - 11.2009
Checking the Cashbook on a daily basis tallying the deposit slips to the cashbook and checking the banking
Complete Bank Reconciliation on a monthly basis for Head office and 11 Branches
Passing Journal entries to the System
Reconcile the General Ledger Balance with the Cashbook balance
Reconciling the cheques received with regards to the credit card amounts and checking on the rejected payments
Inputting cheques payments and the bank payments to the system
Dealing with customers inquires as to their premium payments
Dealing with banks for credit card inquiries and other inquiries
Correspondence to banks with regards to deposit not realised and unidentified amount.
Education
Post Graduate - Business Analytics And Financial Planning
Seneca College of Applied Arts And Technology
North York, ON
09.2025
Skills
Attention to Details
Computer Literacy
Time Management
Team Collaboration
Customer Service
Cash Handling
Data Analytics
Excellent Communication
Languages
English
Full Professional
Timeline
Relationship Manager
Cargills Bank Limited
10.2017 - 01.2024
Account Officer (Junior Executive)
NDB Bank PLC
04.2011 - 09.2017
Accounts Executive
Medex Holdings (Pvt) Ltd
01.2010 - 01.2011
Accounts Trainee
Union Assurance PLC
06.2007 - 11.2009
Post Graduate - Business Analytics And Financial Planning
Seneca College of Applied Arts And Technology
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