dilshan peiris
@dilshanpeiris
Motivated treasury sales manager with expertise in financial services.
What I'm looking for
I am a motivated and passionate professional with extensive experience in the financial industry, particularly in treasury sales and relationship management. With a strong track record at Nations Trust Bank, I have successfully managed corporate, SME, and retail customer relationships, enhancing profitability and market share in foreign exchange transactions. My ability to analyze market trends and provide innovative financial solutions has consistently added value to my clients.
Throughout my career, I have demonstrated a commitment to excellence and a proactive approach to customer engagement. I have successfully led initiatives to diversify into new market segments and have a proven ability to adapt to dynamic work environments. My academic qualifications, including a Postgraduate Diploma in Development Economics and various certifications in banking and finance, complement my practical experience and enhance my capability to deliver exceptional results.
Experience
Work history, roles, and key accomplishments
Corporate Dealer – Treasury Sales
Nations Trust Bank Plc.
Feb 2016 - Present (9 years 4 months)
Maintained strong relationships with Corporate, SME, and Retail customers to boost foreign exchange transaction volume and profitability, adhering to regulations. Increased market share in FDI, FX, and Trade transactions, actively diversifying into new segments like imports and exports. Analyzed market trends using Bloomberg and Reuters to provide market views and maximize returns for clients.
Relationship Manager – Private Banking
Nations Trust Bank Plc.
Jul 2013 - Present (11 years 11 months)
Acquired and maintained relationships with existing and prospective SME and High Net Worth Individuals, ensuring unparalleled customer convenience. Managed investment portfolios and provided advisory services for retirement planning and fund management. Implemented new business strategies to achieve annual targets and ensured compliance with KYC and AML policies.
Senior Remittance Officer
Nations Trust Bank Plc.
Jan 2012 - Present (13 years 5 months)
Managed affluent customer segments through relationship management to drive growth, profitability, and revenue, initiating marketing campaigns based on customer insights. Handled a special project focusing on the affluent customer base in Doha, promoting and cross-selling bank products to expatriates. Acted as a liaison between the exchange house/money transfer company and the bank, ensuring timel
Customer Relationship Officer / Cash Teller
Nations Trust Bank Plc.
Aug 2008 - Present (16 years 10 months)
Acquired, managed, and grew current account, FD, and savings portfolios, canvassing lending to SME clients against property. Structured trade facilities including LCs, DAs, DPs, and Guarantees, while managing and monitoring daily excesses. Handled all cash and teller transactions, including withdrawals, deposits, and ATM operations, and advised customers on investments and trade transactions.
Personal Banking Advisor
HSBC
May 2007 - Present (18 years 1 month)
Initiated and developed banking relationships with corporate decision-makers to provide personal facilities to their employees. Gathered competitor information and market feedback, ensuring high-quality service standards. Conducted sales and product presentations for corporate clients and actively visited new prospects to contribute to sales targets.
Education
Degrees, certifications, and relevant coursework
University of Colombo
Postgraduate Diploma, Development Economics
Completed a Postgraduate Diploma in Development Economics, focusing on economic theories and their application to development challenges. Gained in-depth knowledge of economic policies and their impact on societal growth.
Institute of Bankers of Sri Lanka (IBSL)
Associate Membership, Banking and Finance
Achieved Associate Membership with full qualification in Banking and Finance. This qualification provided comprehensive knowledge in banking operations, financial markets, and regulatory frameworks.
London Chamber of Commerce and Industries Examinations (LCCI UK)
Diploma, Marketing
Successfully completed the Diploma in Marketing from London Chamber of Commerce and Industries Examinations (LCCI UK). This program covered key marketing principles, strategies, and consumer behavior.
Chartered Institute of Marketing (CIM UK)
Diploma Level 4, Marketing
Studied up to Diploma level 5 and successfully completed level 4 at the Chartered Institute of Marketing (CIM UK). This involved advanced studies in marketing management and strategic marketing.
Central Bank of Sri Lanka (CBSL)
Certificate, Treasury and Foreign Exchange
Obtained a Certificate in Treasury and Foreign Exchange from the Central Bank of Sri Lanka (CBSL). This certification focused on treasury operations, foreign exchange markets, and risk management.
Institute of Bankers of Sri Lanka (IBSL)
Certificate, Branch Operations
Completed the Certificate in Branch Operations for Bank Managers at the Institute of Bankers of Sri Lanka (IBSL). This program provided essential skills for managing bank branch operations effectively.
Association of Accounting Technicians of Sri Lanka
Foundation Level, Accounting
Successfully completed the foundation level at the Association of Accounting Technicians of Sri Lanka. This provided a strong base in accounting principles and practices.
Availability
Location
Authorized to work in
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