Executive of Trade and Receivable Finance
HSBC
Total years of experience :19 years, 3 Months
Executive of Trade and Receivable Finance(GTRF) - HSBC, Colombo, Sri Lanka - 2010 to up to date
- I commenced my service as Trade and Finance Executive on the 23rd of May 2010 and has become a part of Exports Dc Registering and Recording team since its inception
- The comprehensive training I have received and hands on experience for a period of 3 years have groomed me to deliver high service to the customer with exceptional quality in the capacities of capture and Approver.
- I have also shared my work knowledge on the main region of Dubai and Oman, Qatar, Jordan, Kuwait, Bahrain, Lebanon
- The company’s regulatory disciplines and risk management have met with eg: Anti-Money Laundering training, wolf training and practicing same I have attended HSBC value session.
- Professional sense of reciprocity is maintained with the business partners.
- Take ownership of specific customer complaints from initial contact to problem resolution.
- I have shared my work knowledge, Trade product with my colleagues, addressed their queries and have provided product related solutions enabling them to achieve personal development while contributing to wards the betterment of the team.
- Preparing daily weekly & monthly meeting Reports/MI’s.
- Direct co-ordination with HSBC, Dubai Branch.
- Received certificate of appreciation awarded in recognition of three/five years of service and commitment.
- Received certificate of achievement awarded for Approver Accreditation(2015)
Export Assistance - Barefoot Export (Pvt) Ltd, Colombo, Sri Lanka - 23rd June 2008 to 18th Dec 2009
- I was involved as a Exports Assistance and performed my duties export department dealing with overseas customers via E-Mail and also handling customer queries and orders.
- The area of responsibilities preparing documents eg: Proforma Invoice, Commercial Invoice, Price list and Packing list
- Also providing products information to the customer
- And also maintained customer statements and customer payments with relevant bank
Documentation Clerk - HSBC, Colombo, Sri Lanka - 10th Feb 2005 to 20th June 2008
- Certificate of Excellence SILVER awarded for exceptional performance in 19th of Dec 2007.
- Issuance of Monthly and Yearly balance confirmation certificate of Imports and exports outstanding/Clean Import loans and Packing Credit loans.
- As customer request providing Import/Export outstanding report/loan/due bills report.
- Updating Insurance charges via DC number, policy number and other details.
- Attached relevant schedule with documents and dispatched exports documents.
- At every month, send memo to IT requesting for over role month end trade report.
- Distributing month end report and daily report imports/exports.
- Direct dealing with customer service.
- Provide support at customer events during or outside normal office hours.
- Ensure that the product and process knowledge.
Currently working Global trade and receivable finance (GTRF) Export dc non finance bills hong kong
Completed Certificate in Banking and Finance at Institute of Bankers of Sri lanka . The following subjects are complete, -The Financial Services Environment - Completed -Managing People in Organizations - Completed -Marketing, Sales and Customer Services - Completed -Customer Relationship Management - Completed -Financial Accounting - Pending results -Managing Information - Pending results o Following Diploma in Trade and Finance at Institute of Bankers of Sri Lanka o Completed International Compliance Association (ICA) Certificate in Anti Money Laundering and sanctions compliance with Merits ICA qualification awarded in association with Manchester business school, The University of Manchester. o Following training course for DC Master, Incoterms, UCP 600, conducts by Coastline solutions international trade finance.