---
title: "Ashfak Mansuri - Financial Advisor in Mumbai | Tal"
description: "Meet Ashfak Mansuri, Financial Advisor | Client Relationship Management | Equity & Mutual Funds | Actively Seeking Banking / Finance Opportunities | M.Com based in Mumbai."
image: "https://tal.club/meet/ashfak/share-image"
---

# Ashfak Mansuri on Tal

## 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

[View the original profile](https://tal.club/meet/ashfak)

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