Raeed Kabir Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

- Responsible for creating daily reports using SQL for QA, and led the implementation of control systems to minimize risk and exposure of Questwealth Management and its clients.- Developed an automated system to manage Investment Agreements, successfully decreasing volume of spam emails and increasing efficiency by 8%. - Optimized client retention by successfully reducing uninvested funds from $500K to $178K, and reducing client accounts at risk of liquidation by 60%.- Managed all calculations and provisions of P&L tracker for compliance reporting with swift turnaround.- Implemented processes to successfully increase quality score for all agents, making Questwealth Management the highest rated quality score department during my tenure.- Reviewed and analyzed account holdings and performance in partnership with Portfolio Managers for client reviews and prospect meetings.- Delegated, supervised and monitored projects and client requests performed by our Client Communication Specialists.

Toronto, Ontario, Canada

- Fielded client calls, handled day to day account maintenance, and responded to customer queries about products and services, successfully surpassing internal KPIs by 60%.- Led complex callouts and specialized in options callouts, assisting with the opening of a technical research team at the Customer Service Department.- Achieved outstanding 96.3% quality score and received commendation from clients, surpassing internal benchmarks of 75%.- Assisted with procedure and control updates as required, to build an efficient work base for all procedures in the department.- Awarded Top Gun candidate out of 30 trainees.

Toronto, Ontario, Canada

- Built and maintained relationships with key contacts at potential clients, consulting companies and partners in order to get access to new opportunities.- Responsible for generating market research reports and optimizing testing market to refine prospecting.- Managed and maintained a structured analysis of target markets, clients, and documentation in the CRM system.- Led the creation of additional bug testing for proprietary software and increased efficiency.

Toronto, Canada Area

- Opened a new regional team for the district of Scarborough, successfully leading team of 6 direct reports to profitability despite low key demographics.- Broke company records for weekend team donation and donation retainment ratios by +2.5X benchmark.- Consistently increased teams donation quotas, resulting to capping profitability at Sick Kids Foundation, Amnesty International, and CAMH.

Toronto, Canada Area

Toronto, Canada Area