MANUJA MANDARA
Senior Relationship Officer
Al Karama, Dubai
Summary
Results-driven Relationship Officer with 6 years of banking experience specializing in client relationship management, financial advisory, and cross-selling banking products and services. Proven track record in cultivating strong customer relationships, achieving sales targets, and providing personalized financial solutions to meet clients' needs. Skilled at analyzing financial data, identifying opportunities, and ensuring compliance with banking regulations while delivering exceptional customer service. Recognized for excellent communication skills, strategic planning, and the ability to build trust and loyalty among a diverse clientele.
Overview
6
6
years of professional experience
7
7
years of post-secondary education
2
2
Languages
Work History
Senior Relationship Officer
Surani Group
07.2024 - 03.2025
- Building and maintaining strong relationships with clients to enhance customer satisfaction and loyalty.
- Managing and growing a portfolio of high-value accounts by achieving targets for deposits, loans, and product cross-sales.
- On boarding new customers by assisting with account setup, verifying documentation, and ensuring regulatory compliance.
- Promoting and cross-selling banking products, including loans, credit cards, and insurance, to meet sales goals.
- Resolving customer issues efficiently, acting as the main point of contact to ensure a positive client experience.
- Coordinating with internal teams to deliver seamless financial solutions while adhering to compliance standards.
- Representing the bank at client events and community engagements to expand the customer base and brand reputation.
Sales Executive
Derby Marketing
03.2023 - 06.2024
- Identify and prospect potential clients through various channels including referrals, cold calling, and networking.
- Build and maintain strong relationships with clients to understand their financial needs and offer appropriate credit card and personal loan solutions.
- Promote and sell credit card and personal loan products to existing and prospective clients.
- Achieve monthly and quarterly sales targets as set by the organization.
- Stay informed about market trends, competitor products, and regulatory changes.
- Maintain the highest level of integrity and ethical standards in all client interactions.
Financial Planning Manager
AIA Insurance Lanka PLC
06.2019 - 01.2023
- Meeting with clients and Offering specialized financial guidance and advice to banking Customers.
- Completing financial needs analyses.
- Creating and explaining customized plans.
- Utilizing knowledge of investment plans strategies.
- Assessing clients financial portfolios.
- Analyzing clients risk and Encouraging clients to invest in the future.
Internship
Sampath Bank PLC
01.2019 - 06.2019
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Analyzed problems and worked with teams to develop solutions.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
Education
MBA - Banking And Finance
Anglia Ruskin University
United Kingdom 05.2025 - 05.2026
Higher National Diploma - Business Management
Scottish Qualifications Authority
Colombo, Sri Lanka 01.2017 - 01.2019
Diploma - English
Aquinas University College
Colombo, Sri Lanka 12.2013 - 12.2016
Certificate of Microsoft Office Package -
Aquinas University College
Colombo, Sri Lanka 01.2015 - 01.2016
Skills
Relationship management
Portfolio management
Customer service
Time management
Team leadership
Customer relationships
Banking
Target Oriented
Accomplishments
- Million Dollar Round Table USA in 2021 & 2022
- Best Banc-assurance Executive Award in 2021
- Best Rookie Award in 2019
- Award for Digital Sales Excellence 2020
Timeline
MBA - Banking And Finance
Anglia Ruskin University
05.2025 - 05.2026
Senior Relationship Officer
Surani Group
07.2024 - 03.2025
Sales Executive
Derby Marketing
03.2023 - 06.2024
Financial Planning Manager
AIA Insurance Lanka PLC
06.2019 - 01.2023
Internship
Sampath Bank PLC
01.2019 - 06.2019
Higher National Diploma - Business Management
Scottish Qualifications Authority
01.2017 - 01.2019
Certificate of Microsoft Office Package -
Aquinas University College
01.2015 - 01.2016
Diploma - English
Aquinas University College
12.2013 - 12.2016
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