Pragam Chaturvedi

DUTIES:
• Primary role as FSR involves thoroughly understanding client's financial needs and ambitions. Presenting investment opportunities, credit solutions, and financial planning alternatives optimally aligned with clients' financial status.
• Secondly, involves proactively reaching out to clients to book meetings, actioning leads, leveraging in-house tools for client future planning, and identifying/referring potential high-value clients to Senior Financial Planners.

IMPACT: Q4 2023
• 630% Fixed Investments, 270% Managed Money, and 105% Money Out.
• Added over 11 Business opportunities in Banking center pipeline.
• Over $1.3 Million in mortgages and $140,000 in Managed Money in Q4 alone.
• 15 Client promotions throughout 2023, positively impacted Banking Center's Net Promoter Score (NPS)."

DUTIES:
• Typical day as a bank teller involves engaging in over 100 client interactions, processing a multitude of banking transactions, and identifying investment opportunities to create referrals and generate leads.

IMPACT: FY2022
• 200+ referrals, 160+ successful introductions to senior FPs and Mortgage advisors, thereby significantly improving banking centre revenue.
• Community recognition for identifying business opportunities resulting in revenue from investment sales and lending deals of over $700,000.
• Consistent 25-week presence on National CSR Leaderboard for improving Banking Centre NPS and generating business opportunities directly from front lines.

• Led analysis of commercial real estate portfolios for top clients (Aviva, CBRE, Mayfair, Aberdeen) in the UK team.
• Vital in launching 10+ indices in less than 5 months while Averaging well over a 100 Portfolio and Benchmark reports monthly.
• Strengthened client relations with prompt responses to queries and bespoke requests.
• Provided actionable recommendations on client portfolios, and produced bespoke benchmark reports on specific client queries.