Verified recordFinancial Services

Vikram Joglekar

Specialist- Strategy Execution & Planning Office at Igm Financial Inc

Based in Canada

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Seniority

Other

Department

Other

Location

Canada

Industry

Financial Services

Company size

640

Contact information

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Email

1 credit

v•••••••@igmfinancial.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Vikram Joglekar

Strategic and client-centric professional with a unique blend of experience across financial services and luxury hospitality. I specialize in business process improvement, client experience design, and cross-functional delivery that drives measurable impact. At Mackenzie Investments, I streamline workflows, improve accuracy, and enhance service delivery by aligning business goals with operational execution. With a background that spans both client service and operations, I bring a hybrid lens to transformation—balancing people, process, and performance. What I do best: • Simplify processes & eliminate inefficiencies • Translate data into actionable insights • Align teams around client-first service models Tools I use: MS 365 | Power BI | Salesforce | Miro | Figma

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