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Customer Relations Executive (Virtual Assistant)
- Location:
- Sri Lanka
- Sector:
- Customer Services
- Profile Created:
- 3 weeks ago
Education
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Holy Family Convent – Colombo 4 - 1999
G. C. E. Ordinary Level Examination
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Central Bank of Sri Lanka – Center for Banking studies on Exchange Control Regulations for Financial Institutions.
One-day programme
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Institute of Bankers Sri Lanka (IBSL).
Five-day Seminar
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Citi Bank, Colombo
Two-day Seminar on “Customer Service Excellence”
Experience
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Accario (Pvt) Ltd – Sri Lanka 2023 - 2024
Customer Relations Executive (Virtual Assistant)
Accolades: Outstanding Achievement for the month of December, 2023 Achievement for Best Optimization Initiative – 1Q2024 Handling Bongiorno (VIC) Pty Ltd. ASIC (Australian Securities and Investment Commission) Inquiries, Annual reviews, Reminders (solvency resolutions, late fee and forms), Creation of ASIC forms (change of addresses, appointment of directors, de-registrations, etc), Handling debt reports and Ad hoc ASIC tasks • Coordinated corporate compliance activities, statutory lodgements, and client documentation to ensure regulatory compliance Maintained compliance trackers and monitored statutory deadlines, minimizing regulatory risks and ensuring timely submissions Liaised with clients, ASIC, and internal stakeholders to obtain company records, resolve regulatory matters, and maintain accurate company information. Handled internal and external audits for Accario Pty Ltd. Managed annual filing fee compliance and supported corporate governance requirements Coordinated meetings, prepared agendas and minutes, and maintained governance documentation. Managed executive calendars, scheduled appointments, and resolved conflicting priorities
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Citi Bank N.A Sri Lanka 2005 - 2011
Banking Assistant – Grade II
Handling customer inquiries, printing of statements, preparing bank balance confirmations on customer request by obtaining signature verification from Custodians and following up with Relationship Managers for any Discrepant Requests Checking of Traveller’s Cheques Issuances, reviewing Foreign Currency Draft Issuances daily Performing User Acceptance Testing to ensure systems perform as expected post upgrades and migrations Reconciling the daily Suspense, Deferred, Cash Limit, Due to due from (DTDF-Inter-branch), Off-Set Deferred Accounts and Collection Accounts and highlighting the outstanding to the relevant departments Preparing Transactor, Override and Checking of Foreign Exchange Confirmations daily Checking of Sundry, Account Receivable and Unclaimed Accounts daily. Listening to customer balance queries daily to verify whether information has been given correctly by the relevant department Checking of Manually Initiated Funds Transfer (MIFT) Call backs and checking the Clean Bills Purchased on a weekly basis Checking of Central Depositing System ledger balances and reporting any discrepancies
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Citi Bank N.A Sri Lanka
Banking Assistant – Grade I
Preparing and maintaining the Treasury Limits Report daily Preparing and maintaining the Liquidity Report for the Central Bank of Sri Lanka daily Preparing and maintaining the Reserve Report for the Central Bank of Sri Lanka daily for the submission of every Thursday Preparing and maintaining the Loans and Advances and Foreign Currency Deposits on a weekly basis Preparing the Foreign Currency Banking Unit, Assets and Liabilities Report monthly for the Central Bank of Sri Lanka Preparing and maintaining the Average Weighted Deposit Rates monthly for the Central Bank of Sri Lanka Preparing and maintaining the Debits to Demand Reports monthly for the Central Bank of Sri Lanka
