ASHARA SAPUTHANTHIRI
Toronto,ON
Summary
Dynamic Account Manager with over 10+ years experience. Offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Overview
15
15
years of professional experience
4
4
Certificates
Work History
KEY ACCOUNT MANAGER
CAPITAL MARKETS, RETAIL & WEALTH MANGEMENT| BROADRIDGE FINANCIAL SOLUTIONS
12.2019 - Current
- Responsible for managing a portfolio of Key Accounts, generating $41M in annual revenue
- Boosted customer satisfaction by 40% and increased client retention by 20% through leading knowledge-driven discussions, providing expert insights on product features and industry trends
- Generated over $250K in annual revenue and $100K+ in recurring fees by identifying upsell and cross-sell opportunities within Key Accounts
- Secured two major bank contracts by building and fostering C-suite relationships, understanding their organizational objectives, and demonstrating how BR technologies can provide a competitive edge
- Led contract negations and renewals; Maintaining the target 90% client renewal rate with an average renewal length of 7 years through effective networking and nurtured relationships
ACCOUNT PRODUCT MANAGER
CAPITAL MARKETS, RETAIL & WEALTH MANAGEMENT | BROADRIDGE FINANCIAL SOLUTIONS
09.2017 - 12.2019
- Identified and led the launch of new services/products, resulting in a $450k cost savings for Royal Bank of Canada
- Acquired two tier one banks as new clients in 2018, achieving 40% of Event Sales Target
- Conducted focus groups and information sessions for clients to understand emerging functionality and business needs, driving business development opportunities
- Provided sales support through presentations, demonstrations, webinars, and expert knowledge discussions for prospective and existing clients
- Participated in industry forums and vendor working groups to monitor regulatory changes and industry initiatives
- Organized sessions with senior executives to prioritize portfolio development, develop product roadmaps, and execute go-to-market strategies
- Evaluated pricing in relation to competition and profitability as part of P&L duties
- Collaborated with multiple Development and Product Management teams to asses project outcomes and prioritize future product features to provide recommendations and create business requirements documents
SENIOR TEAM LEAD, TREASURY FUNDING DESK
BMO CAPITAL MARKETS
05.2013 - 09.2017
- Optimized funding (secured and unsecured) for all Trading Products, meeting liquidity metrics and internal guidelines
- Responsible for funding and forecasted short to medium-term needs
- Played a key role in a $5.2 million LVTS/ACSS Modernization Initiative with Payments Canada, reducing credit risk and operational costs
- Efficiently controlled $18 billion operating working capital while adhering to regulatory requirements
- Reduced operational costs by streamlining intraday cash flow management, saving $50K in monthly overdraft fees
- Led market research and business development efforts, identifying opportunities through competitive research and networking
- Implemented strategies to gain efficiencies, reducing vostro banks and associated expenses by 30%
SENIOR BUSINESS ANALYST
BANK OF MONTREAL
10.2012 - 05.2013
- Analyzed corporate action events across all markets and asset types
- Effectively supervised team performance by implementing measurable metrics to assess delivery of requirements
SENIOR SERVICE ANALYST
BANK OF MONTREAL
04.2012 - 10.2012
- Successfully opened and processed new client accounts, ensuring compliance with regulatory requirements
TEAM LEAD, CASH & COLLATERAL MANAGEMENT
CIBC WOOD GUNDY
05.2011 - 04.2012
- Monitored cash balances and optimized investments and financing
- Provided effective cash management guidelines and oversaw securities lending and borrowing
SENIOR SETTLEMENTS OFFICER
CIBC WORLD MARKETS
06.2008 - 05.2011
- Settled securities and derivatives, processed reconciliations and asset servicing
- Liaised with traders, clients, and custodians to resolve trade-related issues
Education
Bachelor of Arts -
MCMASTER UNIVERSITY
Hamilton, ON2008
High School Diploma -
DUBAI COLLEGE
Dubai, United Arab Emirates 2005
Skills
- Microsoft PowerPoint, Excel, Access, Office, Salesforce, CRM, BLOOMBERG
- Client Relationship-Building
- Sales Negotiation
- Business Strategies
- Business Development
- Customer Service
- Revenue Generation
- Teamwork
Languages
French
Limited Working
Arabic
Elementary
Spanish
Elementary
Certification
Fixed Income Trading & Sales Course | CANADIAN SECURITIES INSTITUTE, Toronto, Canada
Conduct Practice Handbook Course (CPH) – 2011 | CANADIAN SECURITIES INSTITUTE, Toronto, Canada
Canadian Securities Course (CSC) – 2011 | CANADIAN SECURITIES INSTITUTE, Toronto, Canada
Focus, Pragmatic & PMC level II- 2022 | PRAGMATIC INSTITUTE, Phoenix, Arizona
Timeline
KEY ACCOUNT MANAGER
CAPITAL MARKETS, RETAIL & WEALTH MANGEMENT| BROADRIDGE FINANCIAL SOLUTIONS
12.2019 - Current
ACCOUNT PRODUCT MANAGER
CAPITAL MARKETS, RETAIL & WEALTH MANAGEMENT | BROADRIDGE FINANCIAL SOLUTIONS
09.2017 - 12.2019
SENIOR TEAM LEAD, TREASURY FUNDING DESK
BMO CAPITAL MARKETS
05.2013 - 09.2017
SENIOR BUSINESS ANALYST
BANK OF MONTREAL
10.2012 - 05.2013
SENIOR SERVICE ANALYST
BANK OF MONTREAL
04.2012 - 10.2012
TEAM LEAD, CASH & COLLATERAL MANAGEMENT
CIBC WOOD GUNDY
05.2011 - 04.2012
SENIOR SETTLEMENTS OFFICER
CIBC WORLD MARKETS
06.2008 - 05.2011
Bachelor of Arts -
MCMASTER UNIVERSITY
High School Diploma -
DUBAI COLLEGE
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