Summary
Overview
Work history
Education
Skills
Languages
Certification
Accomplishments
References
Timeline
Generic
SANDEEPIKA RAJENDRAN

SANDEEPIKA RAJENDRAN

Sri Lanka

Summary

I am a driven and adaptable professional with a strong background in sales, administration, business operations, and financial services, including direct experience in the banking sector. I also bring international exposure through several years of professional experience in the Middle East, which has enhanced my ability to work in diverse cultural and business environments. A proud MDRT (Million Dollar Round Table) qualifier for 2024 and 2025, I consistently deliver high performance in financial planning and insurance advisory roles. Eager to broaden my horizons, I am actively seeking overseas opportunities where I can apply my expertise, embrace new challenges, and contribute to organizational success on a global scale. Committed to continuous professional development, I stay current with industry trends, financial innovations, and emerging technologies. I bring a growth mindset, a passion for learning, and the determination to thrive in dynamic, fast-paced environments.

Overview

14
14
years of professional experience
2025
2025
years of post-secondary education
1
1
Certification

Work history

Financial Planning Manager – Bancassurance

DFCC Bank / AIA Sri Lanka
Colombo
01.2024 - 07.2025
  • Responsible for financial planning and insurance advisory through DFCC Bank branches under AIA Bancassurance partnership.
  • Drive sales performance, deliver customer-focused solutions, and meet monthly targets.
  • Maintain strong client relationships and ensure compliance with regulatory requirements.

Regional Operational Executive

Inner Circle (BP Dialog Axiata)
Sri Lanka
06.2021 - 09.2023
  • Managed corporate sales pipelines and B2B relationships across multiple regions.
  • Supported executive operations and facilitated business development efforts.

Investment Consultant

Friends Commodity Brokerage / Zeefinity
Dubai
02.2018 - 04.2021
  • Provided advisory services on investment opportunities and portfolio management.
  • Maintained regulatory compliance and customer satisfaction.

Customer Service Representative

Landmark Group
Abu Dhabi/Dubai
05.2016 - 02.2018
  • Delivered excellent customer service in a fast-paced retail environment.

Customer Service Executive

HSBC
Colombo
12.2011 - 03.2016
  • Handled customer banking transactions and inquiries with accuracy and professionalism.

Education

Bachelor of Business Administration (BBA) - Business Administration, Management & Operations

London Metropolitan University

Higher National Diploma in Business Management - Marketing and Related Support Services

National Institute of Business Management
01.2021 - 01.2023

High School - Commerce

Royal International School

Skills

  • Emotional Intelligence
  • Adaptability
  • Strategic Thinking
  • Advanced Communication
  • Leadership
  • Team coaching
  • Customer engagement
  • Risk assessment
  • Collaborative planning
  • Cost control
  • Negotiation techniques

Languages

English
Fluent

Certification

Occupational Safety and Health (OSH) - 2025

First Aid - 2025

Accomplishments

MDRT (Million Dollar Round Table) qualifier for 2024 and 2025

References

  • Duminda Bandara – CEO, Inner Circle Pvt Ltd | 077 766 0693 | duminda@innercircle.lk
  • Sarath Rupasinghe – Business Development Manager, Dialog Axiata PLC | 077 333 6561 | sarath.rupasinghe@dialog.lk

Timeline

Financial Planning Manager – Bancassurance

DFCC Bank / AIA Sri Lanka
01.2024 - 07.2025

Regional Operational Executive

Inner Circle (BP Dialog Axiata)
06.2021 - 09.2023

Higher National Diploma in Business Management - Marketing and Related Support Services

National Institute of Business Management
01.2021 - 01.2023

Investment Consultant

Friends Commodity Brokerage / Zeefinity
02.2018 - 04.2021

Customer Service Representative

Landmark Group
05.2016 - 02.2018

Customer Service Executive

HSBC
12.2011 - 03.2016

High School - Commerce

Royal International School

Bachelor of Business Administration (BBA) - Business Administration, Management & Operations

London Metropolitan University

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SANDEEPIKA RAJENDRAN