Isha Kalbag

Operations Associate

Toronto, Ontario, Canada4 yrs experience
Highly Stable

Key Highlights

  • Led a successful 3D printing subsidiary.
  • Optimized financial operations at Wealthsimple.
  • Passionate about continuous improvement and technology.
Stackforce AI infers this person is a Fintech professional with strong skills in business development and operational efficiency.

Contact

Skills

Core Skills

Business DevelopmentSales ManagementDigital MarketingClient Servicing

Other Skills

3D PrintingClient MeetingsContent CreationCustomer ExperienceData AnalysisEvent ManagementLeadershipManagementMarket ResearchMarketingMicrosoft ExcelMicrosoft OfficeMicrosoft WordNetworkingPitch Deck Creation

About

As a Team Lead, Financial Operations at Wealthsimple, I focus on optimizing Institutional Transfers by improving completion timelines, reducing cancellation rates, and enhancing the overall client experience. My goal is to drive operational efficiency while ensuring seamless and timely transfers for our clients. I hold an MBA from Toronto Metropolitan University, where I also had the privilege of serving as the MBA Games Captain, leading my team in an inter-college competition. Before transitioning into fintech, I ran a 3D printing subsidiary, where I focused on boosting sales, spearheading new product development, and managing end-to-end customer experience. This experience honed my skills in business growth, innovation, and client-centric solutions. I’m passionate about continuous improvement, operational excellence, and leveraging technology to enhance financial services. Always eager to learn, grow, and make an impact!

Experience

Wealthsimple

3 roles

Team Lead, Financial Operations

Promoted

Mar 2025Present · 1 yr · Toronto, Ontario, Canada

Associate, Institutional Transfers

Promoted

Sep 2023Mar 2025 · 1 yr 6 mos · Toronto, Ontario, Canada

Contract Associate, Operations

Dec 2022Sep 2023 · 9 mos · Toronto, Ontario, Canada

Creative awards and rewards private limited

Managing Director, 3D Printing

Aug 2018Aug 2022 · 4 yrs · Mumbai Area, India

  • ● Founded a 3D Printing subsidiary that was focused on building 3D models for corporate gifting, architectural models, engineering models, and defense prototyping for clients such as Larsen & Toubro, NBA, Sun Pharmaceuticals, and the Finance Minister of India.
  • ● Led the sales, marketing and distribution of the business to a profitable venture with an average annual sales of USD $250,000.
  • ● Managed a team of 3 sales representatives, 2 designers, and 15 operational employees while taking responsibility to hire the team by building a network across various 3D designing institutes and online job sites to hire the best suited candidates for the job profile.
  • ● Joined platforms such as BNI (Business Networking International) to network with over 100 diverse entrepreneurs - building collaborations and thus expanding the business to 5 new verticals.
  • ● Built the core of the brand through both online and offline marketing by taking part in exhibitions, building a presence on online marketplaces, activating CRM channels and running paid digital marketing campaigns on Google, Facebook and Instagram.
SalesMarketing3D PrintingCustomer ExperienceTeam ManagementNetworking+3

Mirum agency

Digital Marketing Intern

Apr 2017Jun 2017 · 2 mos · Mumbai Area, India

  • ● Evaluated domestic and international competition for Tata Housing by using Facebook audience insights.
  • ● Built, monitored and executed campaigns on Google and Facebook for potential audiences using Google AdWords and Facebook AdsManager.
  • ● Created custom content for Tata housing for their Twitter and Facebook posts which helped increase the engagement by 20%.
  • ● Used tools like Social Studio and Radiance platforms for monitoring and tracking negative posts related to the project and flagged it to the relevant PR teams.
  • ● Implemented trend analysis, competitor analysis, and market research for Havmor Ice Cream.
Digital MarketingSocial Media ManagementContent CreationMarket Research

Seventy seven entertainment pvt. ltd.

Client Servicing Intern

Dec 2015Feb 2016 · 2 mos · Mumbai Area, India

  • ● Analysed digital media data in MS Excel to build client reports that was then used to optimise campaign performance and report back to the business
  • ● Analysed lead based data received through digital campaigns that was then nurtured through several offline events
  • ● Did primary and secondary research to understand the marketing strategy of potential brand clients and created proposal pitches with innovative marketing ideas to help these brands achieve their marketing goals
  • ● Collaborated with different team such as creative strategy, content marketing and analytics to close prospective client pitches
Data AnalysisMarket ResearchClient Servicing

Wizcraft international entertainment pvt. ltd.

Business Development Intern

Jan 2015Mar 2015 · 2 mos · Mumbai, Maharashtra, India

  • ● Boosted sales by cold calling potential customers who required setups for their exhibition stalls.
  • ● Converted 2 leads which generated a business of $13500 USD for the organisation.
  • ● Attended client meetings and helped with the pitch deck for potential businesses.
SalesClient MeetingsPitch Deck CreationBusiness Development

Optimystix entertainment india pvt ltd.

Production Management Intern

Jan 2015Mar 2015 · 2 mos · Mumbai, Maharashtra, India

  • ● Optimystix is one of the top production houses in Mumbai. They make multiple Tv shows. I worked with the director and the production team of a popular India TV Show called Chhanchhan.
  • ● Converted 2 leads which generated a business of $13500 USD for the organization.
  • ● Attended client meetings and helped with the pitch deck for potential businesses.
  • ● I Worked cross functionally in 4 key departments – production, direction , light/sound, costumes and the creative department.
  • ● I was handling the digital scripts of the show on a daily basis. I was also able to learn about the use of thermocol, filter lights and different camera shots (wide, OS, compact etc.)
Production ManagementClient Meetings

Education

Ted Rogers MBA at Toronto Metropolitan University

Master of Business Administration - MBA

Sep 2022Dec 2023

University of Wolverhampton

Bachelor of Arts - BA

Sep 2015Jun 2018

SVKM's JV Parekh International School

GCE Advanced Level

Sep 2013Jun 2015

RIMS International school and Junior College

International General Certificate of Secondary Education

Sep 2012Jun 2013

Ted Rogers MBA at Toronto Metropolitan University

Master of Business Administration - MBA

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