Shalini Perera Email & Phone Number

Mississauga, Ontario, Canada

As mortgage specialist at Simplii Financial, I am responsible for following up with new accounts and providing end-to-end customer support in mortgage solutions.I also analyzed customer data to give suggestions on mortgage and other product offers to build lasting client relations.Achieved customer satisfaction target by 100% in Mortgage ServicesLed.

Sri Lanka

• Ensured governance and compliance of work migrations to HSBC Colombo from other country offices were 100%
• Applied business strategy implementation and operational efficiencies in defining KPIs targeted at 90% achievement
• Oversaw functional management and governance of static data setups and maintenance on an array of platforms used for accounting and valuations, reconciliations, investor services, and middle office for 100% effectiveness
• Drove application support on system performance, new client onboarding, efficiencies, platform upgrades, automation, and testing for over 30 projects

Sri Lanka

• Led customer service support on report extraction and transaction monitoring 100% of client profiles in operations management in Securities Services
• Facilitated between system users, application developers, and other stakeholders through 24/5 administrative and managerial support
• Coordinated with User Acceptance Testing and signing off for operations for 18 projects
• Implemented operational crisis management and root cause analysis covering 100% of Securities Services customer base

Sri Lanka

• Supervised client relationships with 60% of global internal clients in supporting specific content and website requirements
• Reviewed and verified content on HSBC websites ensuring compliance with governance frameworks
• Provided end-to-end project support on platform upgrades, migrations, and website functionality enhancements in over 50 projects
• Conducted User Acceptance Testing on all changes to platforms and website enhancements in 3 major projects and 24 moderate projects

London, United Kingdom

• Analyzed regional demographics, business analysis and financial analysis for new course recommendations in all 3 regions
• Steered course launch projects based on needs analysis for NVQ programs in Employability, Retail, and Hospitality in London in all 3 regions
• Presented business strategies, contingencies, and profitability to the Senior Management team for all 4 quarters th
• Created financial statement analysis and business strategy analyses for individual centers and regions valued over GBP 5 million

London, England, United Kingdom

• Managed client portfolios assigned to center management to ascertain all clients are on track to achieve over 85% of goals to fulfil client requirements
• Led client conflict and dispute management across managed centre to maintain 100% client satisfaction
• Implemented quality and compliance schedules to a 100% success rate in all audits conducted
• Controlled center cash flow, compliance regulations, and audit and strategized for centre deliverables through regular staff reviews and appraisals to ensure 0% diversion from plans

London, England, United Kingdom

• Directed team of mentors to provide customer service and client administration to achieve centre target of 100% customer satisfaction
• Aided Centre Manager with daily operational and administrative work to accomplish over 95% of service delivery goals

Sri Lanka

• Delivered customer service to corporate custody clients focused on relationship building and supervising portfolios over LKR5 billion
• Reconciled settlements of investments activities of the Colombo Stock Exchange over LKR100 million daily as part of service delivery

Sri Lanka

• Aided in supervising corporate customers and account transactions for a portfolio of 200 small and medium corporate entities
• Compiled and analyzed P&L, cash-flow, and asset valuations for all 200 customers in portfolio
• Drove new business acquisition through client portfolio management contributing to 23% of sales growth in 23% of overall growth in portfolio
• Steered monitoring and transaction handling procedures to accomplish 100% of client requirements and account management
• Facilitated credit facilities and other services to expand business opportunities for clients gaining 100% client satisfaction ratings

Postgraduate Degree, Project Management

Activities and Societies: The equivalent of PMP Certification Member of Student CouncilAdvanced Project Management and Strategic.

Master Of Business Administration - Mba, Business Administration, Management And Operations

Business Administration, Business and Operational Management

Pmp/Camp Exam Preparation Course, Project Management

Activities and Societies: Head of staff learning and development committee Member of Project Management Institute - Society for Project.

Professional Certificate In Marketing, Marketing/Marketing Management, General

Marketing and Advertising

Associate Recital Diploma, Recital Diploma

Activities and Societies: President of the student committee Sri LankaPerforming Arts - Poetry and Drama Presentation skills Communication

Advanced Graded Examination In Speech, Speech & Drama

Speech

Diploma In Business Information Technology, Information Technology

Word processing Microsoft Office

Performer’S Certificate In Speech & Drama, Speech & Drama

Performing Arts