Manisha Goonetilleke
Calgary,CA
Summary
Skilled Business Manager with demonstrated experience in helping clients meet financial goals through sound advice and effective Portfolio Management. Strong ability to plan, organize and lead a consultative business development process resulting in successful business integrations. Deep industry experience in Regulatory framework, Banking law, Canadian Equity Markets, Banking operations, Estate Administration , Underwriting & Customer Due Diligence.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Financial Advisor
Royal Bank of Canada
Calgary, Canada
04.2022 - 09.2022
- Provided professional advice and resources for complex credit and investments, concerning both personal and business requirements
- Collaborated with internal partners for financial and retirement planning, Mortgages, and business banking needs to ensure clients receive targeted expert advice
- Used Risk Management framework to protect Bank's assets with compliant financial instruments.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Personal Banker
Bank of Montreal
Calgary, Canada
03.2019 - 04.2022
- Retained and renewed a high-value of booked business through proactive outreach and contribution to successful product delivery
- Met Annual retention and renewal targets in partnership with stakeholders and facilitated new growth opportunities within approved segments
- Engaged customers with Subject Matter Experts to provide tailored solutions and maximize investment returns
- Monitored market and compliance metrics and developed actionable insights to improve efficiency, performance and revenue
- Provided advice to meet investment needs and objectives of customers
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Actively monitored customer adoption and engagement metrics to ensure customer journey is not interrupted
- Clearly articulated product features and clarified complexities on varying aspects of the solution proposed
- Contributed to the overall success of the team by acting as a resource for others and supporting new initiatives or process changes
- Reported zero operational lapses by demonstrating a good understanding of policy & procedures, adherence to compliance requirements and Quality standards
- Served as a liaison between customers, sales channels, and operations units to resolve customer issues, determining the cause, selecting and explaining the best solution
Relationship Manager
Union Bank of Colombo PLC
Colombo, Sri Lanka
09.2011 - 08.2018
- Built a High Net Worth individual portfolio from 0-300 households totaling $30Mn assets under management
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Managed the account planning process for each assigned client including needs assessment, opportunity identification, positioning, and closure of business deals
- Deepened wallet share and strengthened the wealth of High Net Worth clients and their families
- Generated profitable revenue whilst maintaining focus on client outcomes, strengthening and deepening existing relationships
- Engaged senior management and decision makers to improve the quality of dialogue with clients, promoting a consistent value-added trusted advisor status
Branch Assistant Manager
Nations Trust Bank PLC
Colombo, Sri Lanka
06.2005 - 10.2009
- Engaged Senior leadership and sought approval for Branch operational improvement initiatives directly contributing towards efficiencies and reducing bottlenecks.
- Lead operational improvements and coordinate the implementation of new policies and procedures intended to improve the quality of the client experience
- Ensured compliance to regulatory guidelines and achievement of service level standards.
- Work closely with auditors and compliance management to execute action plans as part of audit issue remediation.
- Ensured adherence to operating standards and processes
- Perform quality checks and validation of work.
- Escalate unusual and suspicious activities detected related to patterns and trends consistent with money laundering and terrorist financing risks.
- Review and investigate all cases generated by the AML transaction monitoring system.
- Kept abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.
Education
MBA -
11.2014
Thesis: “Analysis of Internal Competencies required by a small bank to achieve long term sustainability and Competitor Advantage.
Core Subjects - Accounting & Finance - Marketing - Project Management - Human Resources - Research Methods - Operations Management
Skills
- Business Development
- Client Needs Assessment
- Canadian Equity Markets
- Banking Law & Regulatory Framework
- Estates and Trust Administration
- Credit Administration & Underwriting
- Team Leadership
- Time Management
- Customer Service
- Customer Relationship Management
Certification
- Personal Financial Service Advice (PFSA) - September 2022
- Investment Funds in Canada. (IFIC) - January 2019
Accomplishments
- Recipient - Quarterly spot award for outstanding business results for Q2-2020
- Recipient- Quarterly spot award for highest number of opportunity creation in the market for Q3 of 2020 & Q1 of 2022. Referred CAD 5Mn in new business for 2021.
- Member of the Winning team for Overall Business performance for year 2017.
- Achieved a Very Good Audit Rating for the financial year 2006 - 2007. • Achieved Best branch status for Customer Service - Quarter(s) 2 and 3 year 2007.
Timeline
Financial Advisor - Royal Bank of Canada
04.2022 - 09.2022
Personal Banker - Bank of Montreal
03.2019 - 04.2022
Relationship Manager - Union Bank of Colombo PLC
09.2011 - 08.2018
Branch Assistant Manager - Nations Trust Bank PLC
06.2005 - 10.2009
Cardiff Metropolitan University - MBA,
- Personal Financial Service Advice (PFSA) - September 2022
- Investment Funds in Canada. (IFIC) - January 2019
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