Pratham Oza

Executive Financial Advisor & Franchise Reactivation Lead @ Motilal Oswal Financial Service Ltd.

Dahisar, Mumbai prathamoza36@gmail.com 9892899664
Current CTC
3 LPA
Expected CTC
4.2 LPA
Notice Period
0 Days
Experience
2.7 Years
Profile Summary

Results-oriented Executive Financial Advisor with 2.5 years in broking and
financial services. Expertise in client portfolio management, investment
strategies, and franchise reactivation—reviving dormant partnerships to drive
25%+ revenue growth. Proven in compliance, relationship-building, and
personalized advisory for retail/HNI clients in dynamic markets

Work Experience
2023 – Present
Executive Financial Advisor & Franchise Reactivation Lead
Motilal Oswal Financial Service Ltd.
  • Spearheaded advisory for 150+ clients and reactivated 40+ dormant franchises in stock broking.
  • Delivered tailored investment plans (equity, mutual funds, derivatives),

growing client AUM by 30% via market insights and tax optimization.

  • Revived inactive franchises through targeted outreach, training, and

incentives—boosting network revenue by 25% and adding 20 active

partners.

  • Conducted compliance audits and risk assessments, ensuring 100%

SEBI adherence while cross-selling products for 15% higher retention.

  • Analysed client portfolios with pivot tables/dashboards, identifying

opportunities that exceeded performance benchmarks by 12%.

Education
Thakur Ramnaryan College Of Arts, Science & Commerce
Bachelor’s degree in Accounting & Finance (B.A.F)
2020 - 2023
Svp Jr. College Of Science & Commerce
Intermediate in General
2018 - 2020
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Top Skills
Advance Excel Microsoft Office Spreadsheets