CFA
Mohammad Shoeb Ansari
Wealth & Client Advisory Professional
Summary
Results-driven Wealth & Client Advisory professional with 10+ years of experience managing 200+ HNI clients, driving ₹40L+ monthly revenue, and supporting equity advisory services. Proven expertise in onboarding high-value clients (₹25L+ ticket size) and generating ₹10–15L monthly through Pre-IPO investment sales. NISM X-A & X-B certified professional with strong capabilities in client relationship management, portfolio discussions, and revenue optimization.
Overview
16
16
years of professional experience
2
2
Certifications
Work History
Manager – Operations (Mutual Fund Process)
Tech Mahindra
09.2025 - Current
- Leading a team of 25 members (including Team Leader, Trainer & QA) supporting mutual fund investment processes
- Ensuring 100% SLA adherence, audit compliance, and high-quality service delivery
- Driving performance improvements through coaching, reporting, and productivity tracking
- Managing client escalations via CRM tools, ensuring timely resolution and improved satisfaction
- Collaborating with QA, MIS, and client stakeholders to maintain accuracy, compliance, and operational efficiency
Manager – Finance & Accounts
Equentis Wealth Advisory Services Ltd
07.2023 - 09.2025
- Managed a portfolio of 200+ premium clients, generating ₹40L+ monthly revenue through receivables and advisory-linked collections
- Handled client discussions on portfolio allocation, rebalancing strategies, and advisory charges
- Exposure to equity portfolio discussions and advisory recommendations, supporting client decision-making
- Improved collection efficiency and reduced outstanding dues through structured follow-ups and risk identification
- Partnered with advisory, finance, and compliance teams to resolve disputes and improve client retention
Manager – Onboarding (Private Wealth)
Equentis Wealth Advisory Services Ltd.
06.2022 - 06.2023
- Onboarded 10+ HNI clients/month with a minimum ticket size of ₹25L+ across AIF and advisory products
- Generated ₹10–15L monthly revenue through Pre-IPO investment sales
- Managed end-to-end onboarding journey including KYC, documentation, and CRM processes
- Acted as a key bridge between clients and advisors, ensuring smooth portfolio alignment and service delivery
- Supported clients in understanding investment opportunities and aligning them with financial goals
Smile Consultant
Ampa Orthodontics Pvt. Ltd. (Toothsi)
11.2021 - 02.2022
- Drive Maximum Revenue by achieving daily sales target.
- Strong follow-up with customer to increase conversion.
- Co-coordinating with finance team for loan disbursal. Manage request, feedback and queries from customer.
Client Engagement Counselor – VIP Segment
Shaadi.com
07.2019 - 08.2021
- Sold premium memberships to HNIs and maintained consistent conversion metrics.
- Built rapport and ensured high-touch client engagement.
- Achieve target every month set by the management.
Sales & Advisory Roles (Earlier Experience)
Various Firms – Mumbai
11.2009 - 05.2019
- Worked across Imarticus Learning, Greycells Media, TeamLease, and Buzzworks in client-facing telesales and educational advisory roles.
- Consistently achieved targets and handled credit cards, Google Ads, and Educational course sales.
Education
Master of Commerce - Accounting
University of Mumbai
Mumbai, India 04.2001 -
Bachelor of Commerce - Accounting
Bachelor of Commerce (B.Com)
Mumbai 04.2001 -
Skills
Wealth Management
HNI Client Handling
Equity Advisory Support
AIF / Mutual Fund
Portfolio Discussions
Asset Allocation
Client Retention
Revenue Generation
Pre-IPO Investments
Client Onboarding
Relationship Management
CRM (Zoho, Ozonetel)
Compliance & KYC
Certification
NISM XA & XB
Interests
Timeline
Manager – Operations (Mutual Fund Process)
Tech Mahindra
09.2025 - Current
NISM VA & VB
06-2025
NISM XA & XB
02-2024
Manager – Finance & Accounts
Equentis Wealth Advisory Services Ltd
07.2023 - 09.2025
Manager – Onboarding (Private Wealth)
Equentis Wealth Advisory Services Ltd.
06.2022 - 06.2023
Smile Consultant
Ampa Orthodontics Pvt. Ltd. (Toothsi)
11.2021 - 02.2022
Client Engagement Counselor – VIP Segment
Shaadi.com
07.2019 - 08.2021
Sales & Advisory Roles (Earlier Experience)
Various Firms – Mumbai
11.2009 - 05.2019
Master of Commerce - Accounting
University of Mumbai
04.2001 -
Bachelor of Commerce - Accounting
Bachelor of Commerce (B.Com)
04.2001 -