Stephenson Mande Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Act as a primary point of contact during the initial customer journey to nurture and qualify leads for the various lines of business within Questrade Financial Group.Participated in Client Success Manager program directly working with HNW clients to improve their overall Questrade experience.

Toronto, Ontario, Canada

On boarding clients and leads opening various registered and non-registered accounts, including TFSA, RRSP, LIRA, RIFs, FHSA, and corporation accounts, achieving an 85% conversion rate.Utilized strong communication skills for effective engagement with clients through inbound and outbound calls, chat interactions, and email correspondence, resulting in a 30% increase in client satisfaction. Fostered positive client relationships through personalized interactions, leading to a 25% increase in client retention.Adapted swiftly to changes in regulations and sales targets, consistently exceeding performance expectations in a dynamic financial environment.Leveraged CRM software, particularly Salesforce, for efficient account management and customer relationshipmanagement, leading to a 20% improvement in data accuracy.Utilized Microsoft Office Suite to enhance productivity and streamline tasks, contributing to an organized and efficient work environment.Achievements:Led team to achieve outstanding KPIs in two consecutive quarters(2024):99% productivity rate.100% conversion rates100 CSAT (Customer Satisfaction) scoreRecognized as a top 1% performer in the department.Received excellent client reviews highlighting exceptional service delivery.

Toronto, Ontario, Canada

Successfully sold lines of credit while providing top-notch customer support and onboarding experiences to both new and existing clients.Achieved the status of top salesperson in KPIs with an 87% conversion rate for three consecutive quarters, contributing nearly $300,000 in loan revenue.

Canxer Capital is a Web 3.0 peer-to-peer decentralized exchange built on the Ethereum blockchain. Our primary goal is to decentralize borrowing, eliminating the need for third-party intermediaries. This approach enhances visibility and reduces transaction costs for cryptocurrency investors and developers on the blockchain. By leveraging the power of decentralization, Canxer Capital aims to create a more efficient and transparent financial ecosystem for all participants.