BM Nayeem Anwar
Toronto,ON
Summary
Proven sales leader with 4 years of experience in the investment brokerage industry, specializing in client acquisition, relation, and retention. Guided over 5,000 clients in opening their first investment accounts and understanding the importance of investing. Recognized as the Best Sales Representative for Q2 2024 and a key contributor to improving Questrade’s client experience rating from 2.8 to 4.5. Currently pursuing CFA Level 1 to advance a career in wealth management, driven by a passion for helping Canadians achieve financial security and simplifying their approach to investing.
Overview
3
3
years of professional experience
Work History
Client Success Manager
Questrade Inc
Torontio, Ontario
09.2024 - Current
- Engaged with high-net-worth clients to drive additional revenue through strategic account expansion and asset acquisition, consistently exceeding sales quotas.
- Coordinated with marketing team to create and implement targeted campaigns, generating over 5 million dollars in monthly transfers.
- Utilized data analytics to segment client bases and tailor engagement strategies, resulting in improved customer service and a significant boost in client satisfaction.
- Played a key role in increasing Questrade’s Google rating from 2.8 to 4.5 stars by implementing customer-centric initiatives and fostering strong client relationships.
- Addressed client issues promptly, delivering solutions that enhanced client satisfaction and trust.
- Conducted in-person and online training sessions to empower clients in effectively using financial applications, supporting their financial goals, and journey.
- Analyzed client feedback and presented actionable insights to departmental leaders, driving enhancements in the application’s user experience.
- Delivered data-driven recommendations that influenced strategic decisions, resulting in higher client satisfaction and retention.
Business Development Specialist
Questrade Inc
Toronto, Ontario
01.2024 - 09.2024
- Conducted 80-90 outbound calls daily to generate revenue, consistently exceeding monthly sales targets by opening over 150 new investment accounts every month.
- Assisted clients in onboarding successfully, answering investment-related questions, and guiding them through their financial journeys.
- Facilitated asset transfers from various financial institutions, bringing in over $300,000 in assets monthly.
- Delivered in-person presentations on First-Time Home Buyers Savings Accounts (FHSA) and Registered Retirement Savings Plans (RRSP), educating clients and young investors on the importance of saving and investing.
- Built and maintained strong client relationships, fostering trust while educating clients on trading platforms, investment concepts, and account types.
- Trained and coached new hires, facilitating their transition into the role, and enabling them to exceed sales targets.
- Achieved all KPIs, maintaining an average quality score of 87% and a client satisfaction score of 90%.
Sales Onboarding Specialist
Questrade Inc
Toronto, Ontario
01.2022 - 12.2023
- Handled client interactions for onboarding and resolved account issues.
- Handled 40 to 50 interactions a day on multiple communication channels (phone, emails, chats).
- Addressed technical issues promptly, ensuring a seamless client experience.
- Constructed and sustained a sales pipeline, aiding in lead generation.
- Delivered exceptional customer service with a client-first approach, earning recognition for outstanding service quality.
- Executed client requests for transfers, funding, and withdrawals on the back-end, ensuring smooth and efficient transactions.
Education
Bachelor of Commerce
York University
North York02-2023
Skills
- Client Relationship Management
- Sales pipeline management
- Business Development
- Communication
- Problem solving
- Leadership
- Salesforce
- Data Analytics - SQL
References
References available upon request.
Timeline
Client Success Manager
Questrade Inc
09.2024 - Current
Business Development Specialist
Questrade Inc
01.2024 - 09.2024
Sales Onboarding Specialist
Questrade Inc
01.2022 - 12.2023
Bachelor of Commerce
York University
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