Joseph Kishan Dillip Fernando
Colombo
Summary
A successful professional with a diversified experience in banking operations and has a history of securing business from the larger corporate customers and therefore been an asset to the bank and customers alike for the past ten years. Banking specialist with experience in providing healthy customer services specialized in large and high-volume branch banking.
Overview
15
15
years of professional experience
Work History
Fund Administration Supervisor-Trade capturing
HDPL (HSBC Electronic Data Processing)
11.2022 - Current
- Trade Capturing of derivatives into the system such as Shares, Futures, Options, FX and interest rate swaps.
- Handling and capturing of derivatives for large companies and corporates.
- Handling of queries for large corporates and companies and responding to them on timely manner.
- Handling of workflow system in order to ensure clients request are routed to the correct departments.
- Handling of break queries in order to ensure all derivatives have been captured into the system on timely manner.
Customer Service Executive UK-Credit Card dispute team
HDPL (HSBC Electronic Data Processing)
03.2021 - 10.2022
- Raising chargebacks for customers claims as per Visa and Mastercard regulations.
- Handled customer complaints and queries pertaining to company products to ensure customer satisfaction.
- Handled a variety of credit card disputes and complex queries.
- Shared the best practices with the team to provide efficient solutions.
Relationship Manager- Privilege Banking
National Development Bank
07.2019 - 09.2020
- Understand strategy, business & operational plans for privilege select banking and identified market segments & client to achieve the targets.
- Handling of high net worth segment in the branch.
- Deepening the existing client base to increase business.
- Cross selling of banks products and services to clients.
- Increasing the number of High-net-worth clients and achieving the year-end target.
Customer Service Executive – Colpetty Branch
Standard Chartered Bank
04.2018 - 07.2019
- Provide professional customer service to achieve a high level of customer satisfaction.
- Perform account opening, personal loan and credit card application.
- Responsible for overseeing all activities in regards to opening accounts for expatriates such as Personal Foreign Currency and Capital Transaction account and diplomats such as Diplomatic Foreign Currency Account and Diplomatic Rupee Account.
- Selling of treasury bills and bonds to existing clients.
- Quote special rates to clients for account transfers, OTT and ITT.
- Responsible for developing the training programs for new associates and loan officers.
Branch Sales and Service Executive-Colpetty Branch
Standard Chartered Bank
10.2012 - 04.2018
- Supports the Bank's strong relationship banking culture through ongoing customer contact, quality customer service, and superior product knowledge.
- To ensure highest standards of know-your-customer requirements supported by documentation for account opening and credit card.
- Achievement of targets for credit card personal loan and account opening.
Teller Handling-Pettah Branch
Standard Chartered Bank
09.2010 - 10.2012
- Accept cash deposit and process cash withdrawals.
- Accept foreign currency deposits and process foreign currency withdrawals.
- Identify and provide personal loan and credit card referral leads to the branch.
Education
Master of Business Administration (MBA) -
University of Bedfordshire
10.2023
Diploma - Applied Banking & Finance Examination
Institute of Bankers of Sri Lanka (DABF SL)
06.2017
Advanced Diploma - Associates of Business Executives
Oxford College of Business
06.2015
London Advanced Level - undefined
Belvoir College International
06.2008
London Ordinary Level - undefined
Belvoir College International
06.2006
Skills
- Customer Service
- Training and Development
- Marketing
- Finance Risk
- Product Sales
- Multitasking
- Management
- Market Research
- Accounting
- Analytical Ability
- Team-Building
- Problem Solving
- Communication
- Negotiation
- Innovate
- Microsoft Suite
LANGUAGES
English
Tamil
Sinhala
Hobbies and Interests
Fitness, Content Writing, Reading, Traveling
Accomplishments
- Long Jump, Bronze Medal (Under 17) : Apr 2004
- Inter-International Athletics Meet,Colombo
- 100m Relay, Silver Medal (Under 15) : Apr 2003
ACHIEVEMENTS & CERTIFICATES
- Certificate Programme on Treasury and Foreign Exchange Operations, CBSL Need BasedConversation
- Idol – Runner Up, SCB
- First Aid and Fire Warden Training, SCB SchoolSport
- Meet Championship Award, BCI
- Sri Lankan Scout Association (Adventure Skills)
Timeline
Fund Administration Supervisor-Trade capturing
HDPL (HSBC Electronic Data Processing)
11.2022 - Current
Customer Service Executive UK-Credit Card dispute team
HDPL (HSBC Electronic Data Processing)
03.2021 - 10.2022
Relationship Manager- Privilege Banking
National Development Bank
07.2019 - 09.2020
Customer Service Executive – Colpetty Branch
Standard Chartered Bank
04.2018 - 07.2019
Branch Sales and Service Executive-Colpetty Branch
Standard Chartered Bank
10.2012 - 04.2018
Teller Handling-Pettah Branch
Standard Chartered Bank
09.2010 - 10.2012
Diploma - Applied Banking & Finance Examination
Institute of Bankers of Sri Lanka (DABF SL)
Advanced Diploma - Associates of Business Executives
Oxford College of Business
London Advanced Level - undefined
Belvoir College International
London Ordinary Level - undefined
Belvoir College International
Master of Business Administration (MBA) -
University of Bedfordshire
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