Manager – Private Banking
Nations Trust Bank PLC
Total des années d'expérience :23 years, 10 Mois
Head of Private Banking proposition at Nations Trust Bank providing strategic direction to sales, marketing, operations and portfolio investment while bring in the best practice, techniques with constant evaluation to the portfolios.
Significant achievements:
- Achieved revenue and customer retention goal while increasing client profitability through relationship building, outstanding service delivery, cross selling and referral development. Continuously exceeded the set yearly targets since 2009 recording the highest growth in the bank’s retail network.
- Was awarded as the Best Sales Team (Gold) in the bank for the year 2011.
- Was awarded as the Best Sales Team (Silver) in the bank for the year 2010.
Global co-ordinator for the Portfolio of Asian and American Financial Institutional Groups (Relationship managing services for over 250 Banks.) being the single point of contact for transactional and relationship related matters/queries/assistance. (American Portfolio 2006 - 2007, Asian Portfolio 2007 - 2008).
- Monitor customer service level standards across sector teams, provide feed back and suggest process changes to cater for identified needs of key customers.
- Act as the Risk and Operational Rigour champion of a team of 15 Corporate Services Executives, ensuring rigour procedures are understood and followed.
Significant achievements:
• Commended for detection and prevention of an attempted fraud, potential loss of £20 million
• Recognised for team work and excellent customer service
• Corporate Social responsibility co-ordinator: Organised and managed a charity fund raising event in Central London in aid of Help Lanka Foundation sponsored by Barclays Bank to set up a mobile library in Sri Lanka. Total money raised: £2750.00
Co-ordinated all Retail Banking activities including sales and counter transactions, foreign currency transactions and money transmissions. Co-ordinated with Larger Business on their deposits, cash arrangements and foreign currency withdrawals and money transmissions and provided sales leads to premier and commercial banking departments.
Significant achievements:
• Recognised by the customers for excellent service
• Co-ordinating the counter staff and deputised for the Sales and Services Manager
Co-ordinated all Retail Banking Activities including sales, counter transactions, foreign currency transactions, remittances and account opening while promoting HSBC personal banking products and services to corporate sector employees and high network individuals. Also managing relationship with decision makers of top corporate and providing feedback with regards to customer needs and competitor activities.
Significant achievements:
• Recognised and awarded for team work, training new recruits (Silver Certificate of Excellence) and achieving and exceeding given sales targets while fulfilling day to day branch activities (Bronze Certificate of Excellence).
Represented the company at the Dialog GSM Phone Arcade (Colombo 04 and Nugegoda) in sales, customer services and achieving monthly targets. Achieved record floor sales while completing with four other phone suppliers.
Significant achievements:
• Recognised for the highest number of phone sales at the Nugegoda Arcade.