Uditha Munasinghe

• Managed Priority / HNW client portfolio valued at LKR 900Mn, driving client relationship development and revenue growth.

• Acquired 5 NewtoBank Priority clients monthly through referrals, networking, and targeted sourcing strategies.

• Delivered average monthly CASA growth exceeding LKR 10Mn through deposit mobilisation initiatives.

• Generated minimum LKR 10 Mn monthly lending disbursements across personal and housing loan products.

• Successfully cross-sold LKR 150 Mn housing loan facilities through client advisory engagement.

• Achieved 200% bancassurance targets for three consecutive quarters, ranking among top performers.

• Delivered 300% credit card sales achievement and 150% personal loan performance.

• Maintained 100% NTB target achievement and a consistent NPS score of 100%.

• Originated 4 corporate business accounts, referred to the corporate banking division for further development.

• Conducted financial statement analysis, credit memo preparation, and client risk profiling

●Maintaining and handling existing customer base (over 900Mn) and contributing towards achieving the branch's sales targets, and arranging marketing promotional events

●Maintained highquality service delivery through effective resource allocation and workflow coordination.

●Boosted customer loyalty through initiatives to reduce customer effort, better resolve problems, and improve service delivery

●Enhanced customer experiences with improved team workflow and more effective solutions for common problems

●Led branch-level sales, lending, compliance, and governance across retail and business banking.

●Drove loan disbursement of approx. LKR equivalent 15M while maintaining portfolio quality and risk controls.

●Promoted Leasing & Microfinance crosssell and supported affluent and SME client acquisition initiatives

●Ensured compliance with AML, CDD, operational risk frameworks, and internal controls.

●Managed a portfolio of 250+ high value Affluent & Priority clients with assets exceeding LKR 1 billion.

●Acquired NewtoBank SME clients using Working Capital, Business Loans, and Trade Finance as primary entry solutions

●Conducted financial analysis and initial credit assessment, cash flow analysis, and financial statement review, supporting deal structuring and credit submissions.

●Drove cross-selling of CASA, lending, bancassurance, and cards to improve wallet share.

●Ensured AML, KYC, CDD, and credit policy compliance with strong portfolio quality.

●Sourced and managed Retail, Affluent, and SME clients through referrals, direct acquisition, and relationship deepening, contributing to deposit growth and lending crosssell targets

●Offered Business Loans, Working Capital, and Trade Finance solutions aligned to client needs.

●Supported credit evaluation, documentation, and onboarding in coordination with internal teams.

●Captured sales through effective product demonstrations and persuasive communication skills to overcome objections.

●Exceeded quotas frequently with continuous product pushes and attention to customer needs and Satisfied customers through efficient payment processing and delivery coordination.

●Delivered polished and professional sales presentations to individual clients and groups.

●Sustained revenue by bringing in new customers and continuously connecting with established accounts.

●Worked effectively with a diverse team to accomplish daily objectives, meet long-term goals, and enhance customer satisfaction with fast, knowledgeable service.