Hafsa Iqbal

Cambridge,ON

Summary

Experienced Marketing Analyst with a strong background in financial, business, and operations analysis. Respected driving strategic decision-making through data-driven insights and effective communication. Specialized expertise in market research, trend analysis, and performance optimization. Skilled in leveraging various analytical tools and methodologies to enhance marketing strategies and maximize ROI. Adept at collaborating with cross-functional teams to achieve organizational objectives and deliver measurable results in dynamic environments.

Overview

years of professional experience

Work History

Personal Banking Associate

TD Canada Trust

Cambridge

06.2022 - Current

Generated new business leads by initiating contact with potential and existing customers, offering value-added products and services
Referred high-net-worth clients to Wealth Planners, facilitating $1.3M+ in new business within one Quarter
Mentored and trained all new advisors for 2 months, enhancing team performance and expertise by 17%.

Client Advisor

Royal Bank of Canada

Cambridge

08.2020 - 06.2022

Ensured high customer satisfaction during peak periods, maintaining exceptional service standards and high customer survey scores in a fast-paced environment
Surpassed weekly sales goals by 22%, achieving $700K in sales within the first quarter of 2022, by building strong relationships through in-depth conversations and sustaining clients' financial needs
Received a nomination for excellent sales at the 2021 Royal Performance Gala, recognizing outstanding sales.

Education

Honors Bachelor of Commerce -

DeGroote School of Business, McMaster University

Hamilton, ON

11.2021

Skills

Data Analysis
Marketing Strategy
Financial Modeling
Business Development
Operations Management
Market Research
Competitive Analysis
Digital Marketing
Social Media Marketing
SO
PPC

Content Marketing
Email Marketing
Lead Generation
Sales Growth
Customer Engagement
Team Management
Leadership
Time Management
Data Visualization
Excel Analytics

Accomplishments

Processed various financial transactions (credit card applications, personal loans, ULOC applications, account openings, investigations) with 100% accuracy, while promoting new offers and educating clients on money-saving and growth strategies.
Delivered exceptional client service, assisting clients with financial needs, educating them on products and services, and identifying additional opportunities, facilitating successful referrals to investment/mortgage specialists.
Utilized advanced analytics and market research to inform strategic marketing initiatives, enhancing improvement in customer engagement and a 15% reduction in customer acquisition costs.
Consistently delivered marketing strategies that drove 28%+ growth in sales revenue, exceeding business objectives and expanding market share.

Volunteer Experience

McMaster University, Hamilton, ON, Marketing/Sponsorship/Speaker Director, 04/2019, 04/2020,

- Conceptualized and executed promotional campaigns throughout the year, generating a 35% increase in brand awareness through creative ideas and effective messaging.,

- Grew social media presence by 50% through strategic management of three platforms, crafting engaging posts and posters that boosted engagement by 200% and increased followers by 500.

Timeline