Raghavi Chekuri

Raghavi Chekuri

Paraplanner

Followers of Raghavi Chekuri701 followers
location of Raghavi ChekuriAndhra Pradesh, India

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  • Timeline

  • About me

    UK Paraplanner

  • Education

    • IIAM

      2019 - 2021
      PGDM Finance 9.4

      Activities and Societies: Souvenir Team

    • Andhra University

      2016 - 2019
      Bachelor of Commerce - BCom Commerce 7.4
  • Experience

    • Valenta

      May 2021 - Mar 2023
      Paraplanner

      Experienced Paraplanner skilled in providing comprehensive support to financial advisors and clients. Proficient in conducting research, analyzing financial data, and preparing detailed reports. Strong knowledge of investment products, retirement planning, and insurance policies. Detail-oriented and able to manage multiple tasks in a fast-paced environment. Committed to delivering exceptional service and enhancing client satisfaction through professional and empathetic interactions.Preparation of detailed Suitability reports including recommendations of the advisor and client details and present it to the clients.Identify and obtain information necessary to complete comprehensive financial plans.Making calls to UK investment providers to gather clients' investment details.Maintained accurate and up-to-date client records to ensure compliance with regulatory requirements.Collating client data and product information from providers to facilitate efficient financial planning.Coordinated with third-party vendors, such as insurance providers and estate planning attorneys, to fulfill client needs.Reviewed and analyzed client portfolios to ensure alignment with financial goals and risk tolerance.Trained new employees in financial processes, answering questions and providing guidance.Ensured timely completion of yearly progress reports by maintaining accurate data and spreadsheets.Updating and maintaining all client data on a software platform for easy access and organization.Commit to personal development and keeping knowledge up to date with the new legislative changes. Show less

    • Unschool

      Jul 2023 - Aug 2023
      • Youth Leader

        Jul 2023 - Aug 2023
      • Youth Influencer

        Jul 2023 - Jul 2023
  • Licenses & Certifications

    • Flipkart SCOA Pre-Assessment 2023

      Flipkart
      May 2023
      View certificate certificate
    • The fundamentals of Digital Marketing

      Google
      Jul 2023
      View certificate certificate
    • Chekuri Raghavi

      Firebird Institute of Research in Management
      May 2021