Udayanga Palamure
Dubai, Silicon Oasis,UAE
Summary
Experienced banking professional specializing in business banking and SME lending. Proven track record in promoting and facilitating various banking products while ensuring regulatory compliance. Strong in client relationship management, cross-selling, and delivering exceptional customer service. Dedicated team player with a passion for excellence and continuous improvement, committed to driving client satisfaction and achieving business objectives.
Overview
11
11
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work History
Relationship officer
Wolf Street Financing Broker(Business Banking SME)
Dubai, UAE
03.2023 - Current
- Managed a diverse portfolio of SME clients, specializing in promoting and facilitating machinery loans, express loans, and BAU loans to meet their specific financial needs.
- Educated SME clients about the features, benefits, and conditions of various banking products.
- Collaborated closely with relationship managers and product specialists, to address client needs and provide seamless customer service.
- Effectively handled daily customer meetings, sales calls and account management tasks, improving sales team efficiency.
- Facilitating business account openings for clients, Conducting through KYC Procedures during account opening.
- Collecting and analyzing financial data to determine creditworthiness and advise appropriate structure.
- Building long-term relationships with customers and generated referrals from existing clients.
- Achieving and exceeding sales targets in line with client growth across all products and services.
- Participated in ongoing training and development programs.
Branch sales executive
Cargills Bank
Colombo, Sri Lanka
02.2017 - 10.2022
- Successfully promoted and sold business loans, personal loans, and credit cards to both individual and business clients, consistently exceeding sales targets by 100%
- Conducted thorough financial assessments and needs analyses for clients, identifying suitable loan and credit card options tailored to their requirements.
- Facilitated the application process for business loans, personal loans, and credit cards, guiding clients through the documentation and approval stages with efficiency and professionalism.
- Built strong relationships with clients by providing personalized financial advice and exceptional customer service, resulting in high levels of client satisfaction and repeat business.
Junior executive - operations
Cargills Bank
Colombo , Sri Lanka
03.2013 - 03.2014
- Assisted in the day-to-day operations of the bank, performing various administrative tasks to ensure smooth functioning of banking activities.
- Processed customer transactions accurately and efficiently, including deposits, withdrawals, and fund transfers, adhering to established banking procedures and security protocols
- Supported branch operations by maintaining accurate records, preparing reports, and assisting with cash management and reconciliation processes.
- Handled inquiries and resolved customer issues promptly and courteously, providing excellent service to enhance the overall customer experience
- Collaborated with team members to achieve branch targets and goals, contributing to a positive work environment and high levels of productivity.
Education
Bachelor of Commerce - Business
University of Sri Jayewardenepura
Colombo,Sri Lanka 02.2014 - 10.2018
Intermediate in applied banking and finance - Banking
Institute of bankers of Sri Lanka
Colombo, Sri Lanka 01.2013 - 08.2013
Skills
- Financial Product Knowledge
- Regulatory Compliance
- Banking software and CRM systems
- Data Analysis
- Sales and marketing strategy
- Documentation and Reporting
- Communication
- Problem-Solving
- Teamwork
- Time Management
- Adaptability
- Attention to Detail
Languages
English
Upper intermediate
Hindi
Intermediate
Certification
- Certification in completion for computer literacy
Affiliations
- Member of university Cricket team, Ruger team, Athletic team
References
References available upon request.
Timeline
Relationship officer
Wolf Street Financing Broker(Business Banking SME)
03.2023 - Current
Branch sales executive
Cargills Bank
02.2017 - 10.2022
Bachelor of Commerce - Business
University of Sri Jayewardenepura
02.2014 - 10.2018
Junior executive - operations
Cargills Bank
03.2013 - 03.2014
Intermediate in applied banking and finance - Banking
Institute of bankers of Sri Lanka
01.2013 - 08.2013
- Certification in completion for computer literacy
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