DANALUCHEEMEE CUNNIAPPEN POINEN
Summary
Dynamic and customer-focused financial services professional with over 13 years of experience in banking, insurance, and lending environments. Proven expertise in sales of financial products, client relationship management, and loan administration. Strong ability to identify customer needs, cross-sell solutions, and deliver exceptional service. Currently , I'm pursing my studies with ACCA level 2. Adept at multi-tasking and willing to take on greater responsibilities as Senior Customer Assistant-Sales.
Overview
12
12
years of professional experience
1
1
Certification
Work history
Customer Assistant – SFSL Department
SICOM Financial Services Ltd
2020.10 - Current
- Managed loan applications from initiation to approval in line with company policies
- Advised customers on suitable loan products based on their financial needs. Delivered high-quality customer service ensuring strong client satisfaction
- Supported cross-selling opportunities by promoting financial solutions in respect with our compliance procedures.
- Assisted management with reporting ,monthly statistics and operational tasks.
- Established strong relationships with customers, enhancing brand loyalty.
- Collaborated with the team to meet monthly sales targets and providing supports to finance and recovery team .
Finance Officer
BCP Bank
2019.11 - 2020.09
- Performed financial reconciliations and reporting
- Supported loan processing and documentation
- Ensured compliance with internal controls
Client Relationship Officer
BCP Bank
2016.08 - 2019.11
- Built and maintained strong client relationships
- Promoted and sold banking products including loans and financial services
- Identified opportunities and cross-sold products
- Provided personalized financial advice
- Handled queries and complaints professionally
Internal Audit Clerk
GFA Insurance
2014.08 - 2016.07
- Assisted in internal audits and compliance checks
- Identified discrepancies and risks
- Verified and updated accounting records, ensured up-to-date information available at all times.
- Maintained accurate bookkeeping systems, improved overall business operations.
Education
Diploma - Financial Service Risk Management
OHSC UK
Diploma - Financial Management
International Management Business Institute
ACCA Level 1 -
London College of Accoutancy
HSC & SC -
Belle Rose SSS
/2010 - /2012
Skills
- Sales of Financial Products & Cross-Selling
- Customer Relationship Management
- Client Needs Analysis & Advisory
- Financial Reporting & Operations
- Complaint Resolution & Service Excellence
- Risk & Compliance Awareness
- MS Office & Financial Systems
LANGUAGES
English & French
REFERENCES
Available upon request
Certification
ACCA-Foundations in professionalism Module -Yr. 2025
Sheffield Accountancy School- Junior Accountant Yr.2024
Grant Thornton- Accounts Clerk Training - Yr. 2016
Timeline
Customer Assistant – SFSL Department
SICOM Financial Services Ltd
2020.10 - Current
Finance Officer
BCP Bank
2019.11 - 2020.09
Client Relationship Officer
BCP Bank
2016.08 - 2019.11
Internal Audit Clerk
GFA Insurance
2014.08 - 2016.07
HSC & SC -
Belle Rose SSS
/2010 - /2012
Diploma - Financial Service Risk Management
OHSC UK
Diploma - Financial Management
International Management Business Institute
ACCA Level 1 -
London College of Accoutancy