Open to opportunities

Nishadi Fernando

@nishadifernando

Message

Enthusiastic investment advisor with a strong background in banking.

Sri Lanka

Message

What I'm looking for

I am looking for a role that values customer satisfaction and compliance, offering growth opportunities.

I am an enthusiastic and motivated professional with over three years of experience in banking and core systems. My journey has equipped me with a robust skill set in leadership, multitasking, and providing exceptional customer service. I am currently serving as an Investment Advisor at Nestor Stock Broker Company, where I maintain regular communication with clients, diversify portfolios, and monitor market trends to provide relevant investment advice.

Previously, I worked as a Customer Service Executive at HDPL, where I conducted training sessions for new staff, developed procedural documentation, and executed various transactions while ensuring compliance with regulatory requirements. My dedication to excellence was recognized when I received the Best Performer Award at the Lending Services Award Ceremony. I am passionate about creating a sound compliance environment and improving customer satisfaction in every role I undertake.

Experience

Work history, roles, and key accomplishments

Current

Investment Advisor

Current

Nestor Stock Broker Company

Aug 2024 - Present (10 months)

Maintained regular communication to provide updates on investment performance and market trends. Monitored financial markets, economic conditions, and industry trends to provide relevant advice.

Investment Management Risk Management Client Communication Compliance Financial Reporting

Customer Service Executive

HDPL (Hong Kong and Shanghai Banking Corporation Data Proces

May 2021 - Jul 2024 (3 years 2 months)

Conducted comprehensive training sessions for new staff and developed procedural documentation to standardize processes. Executed a wide range of transactions including account openings, closures, and maintenance of customer records, ensuring compliance with regulatory requirements.

Customer Service Staff Training Process Improvement Account Reconciliation Regulatory Compliance

District Coordinator

Paffrel

Mar 2020 - Aug 2020 (5 months)

Coordinated activities related to the observation exercise with partners in the District and maintained political neutrality. Prepared weekly reports on the progress of initiatives in the Gampaha district.

Coordination Neutrality Record keeping Report Preparation Election Observation Stakeholder Management

Internship

Transparency International Sri Lanka

Jun 2019 - Dec 2019 (6 months)

Assisted in the Integrity Icon launching event and provided support in the design and implementation of awareness activities. Engaged in fact-checking nominations and field work.

Database Management Fact Checking Administrative Support

Account Clerk

Department of National Community Water Supply

Sep 2013 - Mar 2017 (3 years 6 months)

Managed financial records and community-based organization transactions. Assisted in financial reporting and administrative functions.

Financial Record Organization Financial Reporting Administrative Support Data Entry Microsoft Excel

Education

Degrees, certifications, and relevant coursework

Security and Exchange Commission of Sri Lanka

Certificate in Capital Market, Capital Market

Currently following a Certificate in Capital Market, covering securities, debt, equity, financial planning, advising, and marketing. Enhancing knowledge in various aspects of capital markets.

Asia E University

EMSc in Finance, Finance

Pursued a Master of Science in Finance, gaining advanced knowledge in financial markets, investment strategies, and corporate finance. Developed expertise in financial analysis and decision-making.

Colombo Stock Exchange

Advanced Diploma, Financial Market

Completed an Advanced Diploma in Financial Market, focusing on the intricacies of financial instruments and market operations. Acquired practical skills relevant to the stock exchange.

Vishaka Balika Vidyalaya, Sapugaskanda

G.C.E Advanced Level, Commerce

Completed G.C.E Advanced Level in Commerce, building a strong foundation in business and economic principles. Developed analytical and problem-solving skills relevant to the commerce stream.