Jayawijith D Lakmal
Abu Dhabi
Summary
Dynamic and results-driven Bank Sales Executive with extensive experience in financial services and customer relationship management. Proven track record of exceeding sales targets and delivering exceptional client service, supported by a strong understanding of banking products and regulatory compliance. Adept at onboarding new clients, managing credit processes, and driving customer satisfaction while ensuring adherence to banking policies.
Overview
18
18
years of professional experience
Work History
Sales Executive
Legacy Smart Financial Services
06.2023 - Current
- Successfully onboard new customers for credit cards, personal loans, and account facilities, ensuring thorough KYC and AML compliance.
- Consistently exceed sales targets, achieving over 100% YTD performance.
- Conduct creditworthiness assessments through score checks and comprehensive due diligence.
- Maintain strict adherence to anti-terrorism financing policies and sanctions regulations in alignment with bank protocols.
- Deliver superior customer service, driving customer satisfaction and repeat business.
Assistant Manager
Morison Limited
02.2021 - 01.2023
- Led a 16-member sales team, implementing strategies that boosted revenue by 21% within one fiscal year.
- Developed strong relationships with distributors, increasing product penetration across the market.
- Regularly exceeded sales goals, earning recognition for exceptional performance and client engagement.
- Developed and designed proposals, advertisements, internal communication pieces, web pages, and other related collateral materials, participates and oversees the production of such materials by providing direction to applicable individuals.
Marketing Officer
HSBC
07.2006 - 04.2007
- Engaged in proactive cross-selling of banking products, achieving aggressive sales goals.
- Delivered personalized customer service, enhancing loyalty and client retention.
- Managed credit checks and account operations, providing solutions tailored to individual financial needs.
Education
Master of Business Administration -
Angliya Ruskin University
03.2019
Post Graduate diploma - marketing
Sri Lanka institute of Marketing
06.2017
Diploma - strategic brand management
Sri Lanka institute of Marketing
07.2015
Certificate - Marketing
Sri Lanka institute of Marketing
10.2013
Skills
- Banking Product Sales & Cross-Selling
- Customer Relationship Management (CRM)
- Regulatory Compliance & Risk Management
- Credit Score Analysis & Client Onboarding
- Target Achievement & Sales Strategy
- Financial Needs Assessment & Solutions
Driving license number
1181510
Honors and awards
- Most outstanding Marketing executive of the year- team Dialog 2011.
- Nominee for the managing director's award - Dialog 2012.
- Most outstanding achiever of the year 2015 - Sunshine healthcare Lanka ltd.
- 3rd place best territory manager of the year 2018- Revlon Lanka ltd.
Timeline
Sales Executive
Legacy Smart Financial Services
06.2023 - Current
Assistant Manager
Morison Limited
02.2021 - 01.2023
Marketing Officer
HSBC
07.2006 - 04.2007
Post Graduate diploma - marketing
Sri Lanka institute of Marketing
Diploma - strategic brand management
Sri Lanka institute of Marketing
Certificate - Marketing
Sri Lanka institute of Marketing
Master of Business Administration -
Angliya Ruskin University
Similar Profiles
Saif AliSaif Ali
HR Assistant/Co-Ordinator at Legacy financial ServicesHR Assistant/Co-Ordinator at Legacy financial Services
NILDO DESIRNILDO DESIR
Life & Health Insurance Agent at Legacy Partners Insurance & Financial ServicesLife & Health Insurance Agent at Legacy Partners Insurance & Financial Services
Shelbie YocomShelbie Yocom
Comprehensive Retirement Specialist at Legacy Insurance and Financial ServicesComprehensive Retirement Specialist at Legacy Insurance and Financial Services