B.Com (International Accounting) Graduate | Franchise Advisor at Motilal Oswal
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Organized and self-driven B.Com (International Accounting) graduate with 15 months of hands-on experience as a Franchise Advisor at Motilal Oswal. Strong academic foundation backed by certifications in Excel, Tax Filing. Known for excellent time management, communication skills, and an eagerness to grow in the finance and accounting sector.
Franchise Reactivation Advisor - Motilal Oswal Financial Services Ltd.
(2024-08 - 2025-11)
Responsible for managing franchise and retail client relationships by handling inbound and outbound calls to reactivate dormant trading accounts. Assisted clients with daily equity market trading activities and provided real-time support for trade execution. Delivered market updates and investment insights to enhance client engagement and trading volumes.
Actively cross-sold third-party financial products including Insurance and Mutual Funds to generate additional revenue. Maintained strong client relationships through regular follow-ups and ensured achievement of monthly activation and revenue targets while adhering to company compliance and service standards.
Bachelor of Commerce - International Accounting - B.K. Shroff & M.H. Shroff College of Commerce, Mumbai University (2021 - 2024)
HSC - M.J. Junior College (2020 - 2021)
SSC - Maharashtra State Board (2018 - 2019)
