Results-driven professional with a strong background in financial services, offering proven experience in client relationship management, compliance, and risk mitigation. Known for delivering high-quality outcomes, building strong stakeholder relationships, and contributing to organizational success.
Key Responsibilities
· Ensure smooth and accurate processing of foreign exchange, fixed income securities, and other financial instruments with the use of Austraclear, RITS, SWIFT and internal treasury systems.
· Identify, manage and report risks associated with operations and processing of settlements while adhering to related regulatory requirements and internal policies.
· Proactively partner with Trading and Sales Desks, Relationship Officers and Customers to ensure high levels of customer service, timely responses to inquiries and resolve issues related to settlements effectively.
Achievements
· Documented new procedures on several process flows to provide clear guidance to the team.
· Developed an excel based work sheet to reconcile trades dealt with a counterparty reducing manual effort and time saving.
Key Responsibilities
· Managed a portfolio of home, contents, and motor insurance policy holders’ Inbound and Outbound calls and correspondence with care, within set SLAs, and according to company standards.
· Provided exceptional and empathetic customer experience, creating lasting positive outcomes for clients and ensuring their needs were always met.
· Promoted new business and sales initiatives, ensuring customers were well-informed and their journeys were smooth and seamless at every touch point.
Awards and Recognitions
· The Rookie Award for 2024 for Consumer Excellence Centre.
· Recognition on Voice of customer March 2024.
Key Responsibilities
· Held ownership of a diversified portfolios of domestic and international corporate clients, gained a deep understanding of their financial positions and borrowing requirements through long term relationships.
· Conducted initial KYC reviews and ongoing/enhanced due diligence reviews, identifying risk triggers and updating client profiles in accordance with internal and FCC and AML regulatory requirements. Filed Suspicious Activity Reports (SARs) and conducted transaction monitoring on customer accounts.
· Delivered client education on AML/KYC requirements during onboarding and periodic reviews, fostering transparency and regulatory adherence.
· Originated new credit proposals and conducted ongoing credit reviews, restructured existing facilities as needed to optimize portfolio performance and client outcomes through credit and financial analysis in line with the Bank’s policies, procedures, and risk appetite.
· Manage post-settlement client relationships, monitor ongoing financial performance, and identify early signs of credit deterioration or default risk.
· Participate in industry events and networking activities to support business development and enhance the Bank’s market presence.
· Provide regular reporting and strategic feedback to senior management, supporting informed decision-making and portfolio oversight.
Achievements
· Achieved 20% year-on-year revenue growth through a proactive, needs-based approach.
· A Team lead for HSBC’s Future Leaders Talent Development Programme 2022-2023.
· Awarded Outstanding Customer Service for Corporate Banking 2021.
Key Responsibilities
· Areas of work included conducting operations and risk mitigation related activities of interbank foreign exchange, money market operations, cash management and corporate foreign exchange.
Achievements
· Involved in system developments to drive process efficiencies and automation and contributed for creation of an internal real time system for transaction monitoring.
Key Responsibilities
· Served as the primary service contact for a portfolio of top-tier corporate clients, managing their liquidity, payments, and cash management needs.
· Promoted digital adoption by cross-selling cash management solutions and onboarding clients to HSBC’s online platforms.
Achievements
· Provided peer training and assumed team leadership responsibilities as needed.
· Delivered portfolio analysis, MI reporting, and monthly performance presentations to senior management.
· Team member of Euromoney Best Domestic Cash Management Bank, Sri Lanka 2008-2011.
Life Associate Member of Institute of Bankers of SL
I hereby declare that the details mentioned above are true and factual to the best of my knowledge, and I hold responsibility for the accuracy of the information Letters of recommendation/references will be provided on request.