Sarith Hemachandra

Worked as an Analyst, Research, Data collection at London Stock Exchange from February 2020 to January 2023 and after job title changed to Content Analyst for the corporate action department for USA and Canada from January 2023 to December 2023

NATURE OF THE DUTIES

• Respond to client queries by researching various kinds of current and historical data from company websites, stock exchanges, newswires and emails
• Research and update information on corporate action and dividend for the North American equity and mutual fund markets on open and closed end funds, mutual funds, equities, American depositary (ADR), Unit investment trust and ETFs and respond to any missed information queries from client
• Monitor various sources such as Stock exchanges, press releases depositaries, transfer agents and company filings
• Providing accurate information on principal interest payment for Unit Investment Trust by updating the UIT data base
• Update historical data such as dividend, corporate action, mutual funds and stock pricing for all US mutual funds, stock and Canadian securities in the HSD (Historical Security Data base)
• Contacting Mutual fund companies stock exchanges to obtain any missing dividend information or to resolve queries regarding incorrect information
• Provide Training on Mutual funds, Toronto Stock exchange dividend list, Unit Investment Trust data base and NASDAQ dividend update list for new joiners.

Eleven years working experience at HSBC as Customer service executive. Additionally I carried responsibilities as a Trainer/Section coach for the Auditors letters department and also as a Quality Checker for Accounts Opening & Cards Both Singapore & Sri Lankan back office & United Kingdom branches.

NATURE OF THE DUTIES

• Providing customer profile (Bank Balances for the financial year, Facilities, Guarantees & nature of the business, Etc..) of the Corporate customer to their Auditors for the annual Audit
• Training both Singapore & Sri Lankan Back Office staff for the above requirement
• Monitoring the Errors & issues Facing to provide an effective customer service & implementing solutions and systems to rectify the issues before it occurs next instance
• Monitoring staff performance & evaluating the staff
• Managing Staff requirements & issues
• Capacity Planning & Capacity utilization
• Updating & creating procedures according to Singapore government rules & regulations Quality Checker for Auditor Letters, Accounts Opening & Credit card departament

• Handle incoming calls promptly, professionally and efficiently
• Provide information, assistance, and support as required
• Make out bound calls and follow up with customers, and conduct surveys
• Address customer inquiries, concerns and issues
• Resolve problems, provide solutions or escalate complex issues to higher authorities
• Develop a deep understanding of the company’s products and services and assist customers accordingly
• Provide feedback to management about common customer issues and suggest for process improvements.