Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Mazhar Iqbal

Toronto,Canada

Summary

Highly reliable and experienced professional with a proven track record of driving bottom-line growth for clients through tailored advice, expertise, and innovative solutions. Exceptional at quickly identifying customer needs and developing customized strategies to optimize company performance and profitability. Proficient in analyzing industry trends, competitor activities, and market conditions to make timely and informed decisions.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Freelancer

SELF-EMPLOYED
04.2024 - Current
  • Developed and strengthened international trade relationships by effectively connecting importers and exporters

Program Manager, Products & Services

RICHARDSON WEALTH LTD
09.2022 - 03.2024
  • Achieved an incremental growth of $2.3 million in AUM through strategic oversight of daily US RIA operations while enhancing onboarding processes for five new advisory teams, improving overall client satisfaction
  • Collaborated with relationship managers to present the platform tailored for 10 new teams, resulting in a notable increase of 30% in user engagement and solidifying advisors' trust for improved business development
  • Boosted UMA product adoption by 17% by establishing a structured feedback loop with 30 advisors and developing targeted strategies based on competitor analysis
  • Launched a feedback mechanism during onboarding, enabling advisors to report challenges and implement 10 targeted improvements, significantly enhancing overall satisfaction

Compliance Analyst, Onboarding

QUESTRADE INC
02.2021 - 08.2022
  • Increased client onboarding KPIs by 25% by identifying gaps in the onboarding process
  • Performed comprehensive KYC due diligence that reduced fraud accounts by 30%

Financial Advisor

EDWARD JONES
04.2020 - 01.2021
  • Achieved a 75% client conversion rate by tailoring financial solutions and effectively communicating value propositions

Investment Services Representative

RBC DIRECT INVESTING
08.2018 - 03.2020
  • Increased customer satisfaction scores by 23 % by identifying and removing roadblocks in user journey

Education

MBA - Business Administration

Queen's University
Kingston, ON
06.2023

BBA - Business Administration

York University
Toronto, ON
06.2018

Skills

  • Proficient in MS Excel & Data Visualization
  • Teamwork and Collaboration
  • E-commerce management
  • Regulatory Compliance
  • Change Management
  • Product Development
  • Process Improvement
  • Project Management
  • Analytical Thinking
  • Business Analysis

Certification

  • Branch Managers Course (BMC)
  • Canadian Securities Course (CSC)
  • Options Supervisors Course (OPSC)
  • Conduct & Practices Handbook (CPH)
  • Certified Scrum Product Owner (CSPO)
  • Derivatives Fundamentals & Options Licensing (DFOL)
  • Previously licensed as Investment Representative & Supervisor (Non-Trading) with IIROC

Languages

Bengali
Native or Bilingual
English
Full Professional
French
Elementary

Timeline

Freelancer

SELF-EMPLOYED
04.2024 - Current

Program Manager, Products & Services

RICHARDSON WEALTH LTD
09.2022 - 03.2024

Compliance Analyst, Onboarding

QUESTRADE INC
02.2021 - 08.2022

Financial Advisor

EDWARD JONES
04.2020 - 01.2021

Investment Services Representative

RBC DIRECT INVESTING
08.2018 - 03.2020

MBA - Business Administration

Queen's University

BBA - Business Administration

York University

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Mazhar Iqbal