Udani Duwage
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
11
11
years of professional experience
Work History
Banking Advisor
Royal Bank of Canada
07.2022 - Current
- Increased client satisfaction by providing personalized banking solutions and financial advice.
- Strengthened customer relationships through timely follow-ups and proactive communication.
- Facilitated smooth account opening processes for new personal and business clients, ensuring accurate documentation and efficient service delivery.
- Monitored market trends to provide up-to-date information on investment opportunities for clients.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Streamlined loan application processes for clients, resulting in quicker approvals and increased satisfaction levels.
- Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
- Improved branch sales performance by cross-selling various banking products and services.
- Enhanced customer experience by addressing inquiries, resolving issues, and providing prompt assistance.
- Assisted in the management of risk by adhering to compliance policies and procedures when interacting with clients.
- Collaborated with team members to achieve branch targets and improve overall performance.
- Contributed to client retention efforts by maintaining a high level of professionalism and exceptional customer support.
- Managed time effectively to handle multiple tasks concurrently while maintaining attention to detail under pressure situations.
- Exceeded individual sales targets consistently, contributing significantly towards overall branch growth.
- Participated in community events to promote bank''s brand presence while fostering local connections.
Assistant Manager
Bank of Ceylon
11.2020 - 04.2022
- Promoted teamwork within the Credit Department by encouraging collaboration among team members on various tasks to meet sales and volume targets.
- Developed loyal and highly satisfied personal and corporate client base and catered to their banking and financing needs effectively.
- Facilitated clear communication between employees and upper management through regular meetings and updates.
- Mentored junior staff members in their professional development by offering guidance and support in their assigned roles.
- Generated repeat business through exceptional client service and responded to client concerns with friendly and knowledgeable service.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
Relationship Officer - Corporate Lending
Bank of Ceylon
01.2019 - 11.2020
- Evaluated the credit requirements of the corporate clients and processed the proposals by diligently assessing creditworthiness and recommending suitable lending options.
- Established strong client relationships by conducting regular meetings and providing exceptional customer service.
- Boosted customer satisfaction levels with timely and effective resolution of concerns and inquiries.
- Managed a portfolio of high-value clients, ensuring their financial needs were met through tailored investment strategies.
- Collaborated with cross-functional teams to develop new products and services for the bank''s clientele.
- Developed customized financial plans for clients, incorporating investment, banking, and insurance products that aligned with their goals.
- Retained valuable customers by identifying opportunities for account expansion and addressing areas of concern before they escalated.
Executive Officer
Bank of Ceylon
11.2014 - 01.2019
- Promoted Deposit and Advance products to the clients and opened both local currency and foreign currency accounts to fulfill client requirements
- Increased client satisfaction by providing personalized banking solutions and financial advice.
- Improved branch sales performance by cross-selling various banking products and services.
- Enhanced customer experience by addressing inquiries, resolving issues, and providing prompt assistance.
- Collaborated with team members to achieve branch targets and improve overall performance.
Assistant Accountant
Lanka Shakthi Technologies (Pvt) Ltd
01.2014 - 11.2014
- Improved financial accuracy by conducting thorough account reconciliations and adjusting journal entries.
- Streamlined accounting processes for increased efficiency by implementing new software solutions.
- Assisted with timely month-end closing procedures, resulting in accurate financial reporting.
- Reduced invoice processing time with efficient data entry and verification of accounts payable transactions.
- Contributed to the annual budgeting process by providing accurate forecasts and analysis of expenses.
- Enhanced cash flow management through prompt invoicing and effective accounts receivable follow-up procedures.
- Supported audit preparation efforts by compiling relevant documents and addressing auditor inquiries promptly.
Accounts Executive
Lanka Shakthi Technologies (Pvt) Ltd
01.2013 - 01.2014
- Increased client satisfaction by effectively managing accounts receivable and payable processes.
- Enhanced revenue generation through diligent monitoring of account balances and timely follow-up on outstanding payments.
- Reduced financial discrepancies by implementing stringent internal controls and audits to ensure accurate recordkeeping.
- Improved cash flow management, ensuring prompt invoicing and collection procedures to minimize delinquencies.
- Collaborated with cross-functional teams to optimize financial performance by identifying cost-saving opportunities.
- Managed budget preparation and forecasting processes, enabling accurate allocation of resources across departments.
Education
Personal Financial Services Advice (PFSA)
Canadian Securities Institute
2023
Financial Planning I
Canadian Securities Institute
2023
Canadian Investment Funds Course (CIFC)
Investment Funds Institute of Canada
2022
Associate Member CIMA -ACMA
Chartered Institute of Management Accountants
United Kingdom2018
Chartered Global Management Accountant (CGMA)
Chartered Institute of Management Accountants
2018
Diploma in Advanced Banking And Finance
Institute of Bankers Sri Lanka
2017
BBA - Bachelor of Business Administration
University of Colombo
Sri Lanka 2015
Skills
- Relationship building and Management
- Risk management
- Time management
- Investment strategies and Planning
- Problem-solving
- Analytical thinking
- Credit assessment
- Financial planning
- Banking software proficiency
- Regulatory compliance
- Cross-selling
Languages
English
Native or Bilingual
Sinhala
Native or Bilingual
Timeline
Banking Advisor
Royal Bank of Canada
07.2022 - Current
Assistant Manager
Bank of Ceylon
11.2020 - 04.2022
Relationship Officer - Corporate Lending
Bank of Ceylon
01.2019 - 11.2020
Executive Officer
Bank of Ceylon
11.2014 - 01.2019
Assistant Accountant
Lanka Shakthi Technologies (Pvt) Ltd
01.2014 - 11.2014
Accounts Executive
Lanka Shakthi Technologies (Pvt) Ltd
01.2013 - 01.2014
Personal Financial Services Advice (PFSA)
Canadian Securities Institute
Financial Planning I
Canadian Securities Institute
Canadian Investment Funds Course (CIFC)
Investment Funds Institute of Canada
Associate Member CIMA -ACMA
Chartered Institute of Management Accountants
Chartered Global Management Accountant (CGMA)
Chartered Institute of Management Accountants
Diploma in Advanced Banking And Finance
Institute of Bankers Sri Lanka
BBA - Bachelor of Business Administration
University of Colombo
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