dinuka gamage
Financial Planning Associate at Freedom Business Services- Claim this Profile
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Bio
Credentials
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Attention to Detail
TestDomeApr, 2023- Nov, 2024
Experience
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Freedom Business Services
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Sri Lanka
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Financial Services
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1 - 100 Employee
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Financial Planning Associate
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May 2023 - Present
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Commercial Bank of Ceylon PLC
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Sri Lanka
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Banking
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700 & Above Employee
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Bank Employee
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May 2022 - Sep 2022
•Engaged in opening of Savings accounts and FDs under new client acquisitions of the branch. • Issuance of balance confirmation, VISA and transaction confirmation letters to walk-in clients at the branch. •Played a key role in the acceleration of onboarding of branch visiting clients on to online banking and mobile banking. •Maintain the Mathugama Branch know your customer(KYC) system and resolved the rejected profiles •Engaged in opening of Savings accounts and FDs under new client acquisitions of the branch. • Issuance of balance confirmation, VISA and transaction confirmation letters to walk-in clients at the branch. •Played a key role in the acceleration of onboarding of branch visiting clients on to online banking and mobile banking. •Maintain the Mathugama Branch know your customer(KYC) system and resolved the rejected profiles
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Education
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Institute of Chartered Accountants of Sri Lanka
Accounting