Headline

Financial Advisor | Client Relationship Management | Equity & Mutual Funds | Actively Seeking Banking / Finance Opportunities | M.Com

About

A postgraduate in Commerce from the University of Mumbai with a strong foundation in accounting, financial planning, and market knowledge. Currently serving as a Wealth Management Advisor at Motilal Oswal Financial Services Ltd, where the focus is on advising clients to optimize equity portfolios, reactivate trading, and cross-sell financial products such as mutual funds and insurance solutions to enhance revenue streams. At Motilal Oswal, collaborates with clients to provide tailored financial strategies while ensuring real-time updates on market trends and trade opportunities. Committed to fostering long-term client relationships, the aim is to empower financial success through effective communication, comprehensive planning, and solutions that align with organizational goals and client satisfaction.

Location

Mumbai

Work experience

Financial Advisor at Motilal Oswal Financial Services Ltd, Dec 2024 - Jan 2026 · 1 yr 2 mos, Advise inactive/dormant clients on their equity portfolios to reactivate trading and generate brokerage revenue. Build and maintain long-term relationships with customers, ensuring high engagement and retention levels. Keeping clients informed about order status, market updates, and trade opportunities on a real-time basis. Cross-sell third-party financial products such as, PMS, Mutual fund, SIP, IAP, Insurance and TGS to enhance revenue wallet share.

Customer Service Associate at Teleperformance, Sep 2023 - Sep 2024 · 1 yr 1 mo, • Assisted customers with inquiries through various communication channels, ensuring timely and accurate information delivery. • Resolved customer complaints by identifying issues a n d providing effective solutions, enhancing overall customer satisfaction. • Communicated effectively with customers, ensuring clear understanding of product features a n d options. • Documented customer interactions and solutions in the CRM system, ensuring comprehensive records for future reference. • Investigated complex customer issues, collaborating with technical teams for resolution and preventing future occurrences.

Education

Bachelor of Commerce - BCom, University of Mumbai

Master of commerce - M.Com, Accounting, University of Mumbai