Kala Perry Email & Phone Number

Throughout my career, I have demonstrated a passion for fostering positive relationships and delivering exceptional client service. In my previous role, I have successfully managed client inquiries and communications, ensuring prompt and professional responses to their needs. I am proficient in managing CRM systems, particularly HubSpot, and have a proven track record of organizing and streamlining communication processes to enhance efficiency.I am well-versed in pipeline management and client relationship nurturing. I am eager to leverage my skills in coordinating onboarding meetings, managing MOUs and facilitating client meetings to drive positive outcomes for both the organization and its partners.Moreover, my ability to multitask, prioritize tasks, and meet deadlines in a fast-paced environment aligns well with the responsibilities of a program manager. I pride myself on my attention to detail, strong organizational skills, and proactive approach.

Sri Lanka

Performed financial analysis and risk-tolerance assessments to advice both high-net-worth and low-income clients on best-option investment alternativesMonitored compliance and handled broker correspondenceGrew the customer base, adding ~ 100 new clients for the firmannuallyEarned a reputation for providing sound financial advice and customer service that resulted in strong referral and repeat businessesMentored and managed management trainees, ensuring that they successfully obtained their certification and were smoothly on-boarded

Sri Lanka

Prepared Business Credit Applications (BCA) for blue chip companies and global corporates, in order to analyse the respective financial requirements.Created financial spreads and maintenance of scorecards to derive credit scores of corporatesUndertook assignments on risk identification, and research on companies and sector analysisLiaised with large local corporates and institutions to identify their investment and funding requirement

•Created, developed and executed short and long-term financial strategies customized to meet client needs in a profit driven, customer-focused environment.

Bsc Business, Finance, Accounting, Human Resources, Marketing

Education record

Certification In Financial Markets