Isha Kalbag — Operations Associate
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!
Stackforce AI infers this person is a Fintech professional with strong skills in business development and operational efficiency.
Location: Toronto, Ontario, Canada
Experience: 4 yrs
Skills
- Business Development
- Sales Management
- Digital Marketing
- Client Servicing
Career Highlights
- Led a successful 3D printing subsidiary.
- Optimized financial operations at Wealthsimple.
- Passionate about continuous improvement and technology.
Work Experience
Wealthsimple
Team Lead, Financial Operations (1 yr)
Associate, Institutional Transfers (1 yr 6 mos)
Contract Associate, Operations (9 mos)
CREATIVE AWARDS AND REWARDS PRIVATE LIMITED
Managing Director, 3D Printing (4 yrs)
Mirum Agency
Digital Marketing Intern (2 mos)
Seventy Seven Entertainment Pvt. Ltd.
Client Servicing Intern (2 mos)
Wizcraft International Entertainment Pvt. Ltd.
Business Development Intern (2 mos)
Optimystix Entertainment India Pvt Ltd.
Production Management Intern (2 mos)
Education
Master of Business Administration - MBA at Ted Rogers MBA at Toronto Metropolitan University
Bachelor of Arts - BA at University of Wolverhampton
GCE Advanced Level at SVKM's JV Parekh International School
International General Certificate of Secondary Education at RIMS International school and Junior College
Master of Business Administration - MBA at Ted Rogers MBA at Toronto Metropolitan University