Raghavi Chekuri

Experience

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  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

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  Unschool

  Jul 2023 - Aug 2023

  • Youth Leader

    Jul 2023 - Aug 2023

  • Youth Influencer

    Jul 2023 - Jul 2023