Dilshanthi Perera

Dilshanthi Perera

Executive Customer Service

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  • Timeline

  • About me

    Manager Capability Development at HSBC Data Processing Lanka Private Ltd

  • Education

    • St.Sebastian's Convent Kandana

      -
      GCE (O/L) Examination - 1998

      Mathematics - DistinctionSinhala - DistinctionEnglish - DistinctionScience - DistinctionSocial Studies - DistinctionWestern Music - DistinctionReligion - Credit Commerce - Credit

    • St.Sebastian's Convent Kandana

      -
      GCE (A/L) Examination - 2001

      Accounting - DistinctionBusiness Studies - DistinctionEconomics - Credit passGeneral English - Credit pass

    • Chartered Institute of Securities Investments

      2014 -
      Investment Operations Certificate (IOC)

      Activities and Societies: - Associate member of CISI (ACSI) Introduction to Securities and Investments Pass with MeritOperational Risk PassAsset Servicing Pass

    • City and Guilds

      2014 -
      Advance Diploma In Teaching, Training and Assessing
    • The Chartered Institute of Management Accountants

      2006 -
      Certificate Level and one subject in Operational Level
    • IDM Computer Studies

      2002 -
      Diploma in Computer Studies Distinction

      - Possess a very good knowledge in MS excel (Formulas, V Lookup, IF, Count If, Nested If, Charts and other formatting of MS Excel, MS word & MS PowerPoint)

    • Faculty of Management & Finance - University of Colombo

      2002 - 2008
      Bachelor in Commerce (Special) Management & Commerce
  • Experience

    • HDPL

      Jan 2005 - Mar 2008
      Executive Customer Service

      in Legal Challenge Complaints where we calculated the excess overdraft fees charged by the Bank and sent the confirmation letters to customers including the payment due to the customer.- I was appointed as an auditor during my learning curve in LCC.- Prior moving to LCC I was working in Accounts Opening team (night shift) where my activities were to open accounts, set up standing orders and perform inter - account transfers. - As an Auditor I was involved in conducting training for Colombo and Hyderabad staff and performing audit for all new joiners and existing staff. Show less

    • HDPL

      May 2008 - May 2009
      Fund Administrator

      - I joined HSS as a pilot batch member where I was involved in the initial migration of Trade Capture Input process for Hedge Funds. I went to Kolkata for the initial migration training and migrated the first set of funds for TCI process.- I was appointed as the Section Coach for the team where I was involved in performing audits and conducting process specific training for new joiners.- In the absence of my line manager I successfully completed the fourth phase of a fund migration by planning migration training with Kolkata trainers, managing daily work and audit, daily capacity utilization and additional client queries. I was able to complete the migration as planned with 100% quality. Show less

    • HSBC Data Processing Lanka Private Ltd

      May 2009 - Nov 2022

      - Working as an Assistant Manager Business Training in HSBC Securities Services department, where the main operation activities are to perform Accounting and Valuation activity for Traditional and Alternative funds.- Main responsibilities are to conduct different process induction programs to new joiners, technical workshops and process specific workshops to existing staff, prepare training material and to look after all the training needs for the teams which I am the responsible for. (Seven different teams in three different jurisdictions which are UK, HK and SG)- I conduct system training for five different systems named ICON, Cadis, AWD, CARS and IMS. - Travelled to Malaysia and Hong Kong to conduct Multifonds Accounting and Valuations system training for Trustee and Depository staff members in Malaysia and Accounting and Valuation service delivery team in Hong Kong (month of July and August,2014)- Worked with HK Business training team and assisted the new trainer who joined the HK BPT team to conduct the Multifonds A & V training.- In 2011 and 2012 I was involved in BPR as the main coordinator from training team (Business Process Re - engineering) which was one of the major projects in HSS. Ensured 100% completion of up-skilling for all staff which was a combination of on-line modules and instructor led training sessions.- In the second phase of the BPR project I was directly involved learning the new process module, preparing training materials and conducting training sessions for in house staff as well as train the trainer sessions for Kolkata business trainers.- In 2010 I was involved in migrating two Gross Asset Value related activities which are Capital Activities and Fixed Fees. Went to Kolkata with two operations colleagues for the migration training which was conducted by Dublin trainers. I prepared new training material which was approved by the Dublin trainers to conduct the training across Colombo and Kolkata. Show less

      • Manager Business Training

        Feb 2016 - Nov 2022
      • Assistant Manager Business Training

        May 2009 - Jan 2016
    • Hsbc Data Processing Lanka

      Dec 2022 - now
      Assistant Vice President
  • Licenses & Certifications

    • Advance Diploma in Teaching & Training from City & Guilds

      City and Guilds