Urmi Mogra MBA Ifc® Csc
About Urmi Mogra MBA Ifc® Csc
Urmi Mogra is a Senior Associate at Wealthsimple in Toronto, Ontario, with extensive experience in the financial services industry and a proven track record in leadership and client management.
Current Role at Wealthsimple
Urmi Mogra currently holds the position of Senior Associate at Wealthsimple in Toronto, Ontario, Canada. She has been with the company since 2021, dedicating her skills to improving financial services and client relations. In this role, she is recognized for her ability to understand clients' financial profiles and provide tailored solutions to meet their financial goals. Her expertise has significantly contributed to a year-to-date sales revenue increase of 350%, underscoring her impact on the organization.
Previous Experience at BMO Financial Group
Prior to joining Wealthsimple, Urmi Mogra worked as a Personal Banking Associate at BMO Financial Group from 2019 to 2021 in Toronto, Ontario, Canada. During her tenure, she focused on enhancing customer experiences and offering personalized financial advice. Her role involved managing a variety of financial products and ensuring that clients received optimal banking solutions.
Role at Capital Float
Urmi Mogra served as a Senior Manager at Capital Float in Mumbai Area, India, from 2016 to 2018. Her responsibilities included overseeing financial product offerings and expanding the company's market presence. Her leadership skills and strategic vision were integral to the development and management of the company's diverse product portfolio, which included direct stocks and mutual funds.
Educational Background
Urmi Mogra has an extensive educational background with several qualifications in finance and management. She earned an MBA in Finance & Marketing from IBS Hyderabad between 2008 and 2010. Additionally, she holds a Diplome in French from Alliance Francaise De Bombay, a B.Com in Management from H.R. College Of Commerce & Economics, and a Certificate Course in Travel & Tourism Management from University of Mumbai.
Industry Achievements
Throughout her career, Urmi Mogra has been recognized for her exceptional performance. Notably, she received the 'Annual Best of The Best' Award for her outstanding contributions in her current role at Wealthsimple. Her proven track record in leadership and management has earned her a reputation in the financial services industry for delivering significant results, such as the 350% increase in sales revenue year-to-date.