Rhavi Chauke

The role primarily revolves around the supervision and oversight of Private Wealth Advisors in their journey to being fit and proper individuals. I have coached, mentored and taught traditional bankers on how to provide holistic financial advice across Insure, Invest, Lending and Fiduciary Services.

During the 2023/2024 financial year, I was the Chairperson of the AES cohort, and a Team Leader in the Learning & Development sub-committee which mainly focuses on upskilling the frontline to create a workforce that is compliant, efficient and competent.

• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
• Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post retirement, and educated clients on tax-efficient strategies to contribute to their retirement savings.
• Educated clients on various financial matters and provided professional recommendations on risk planning to protect their legacies and families.

• Managed multiple lead sources simultaneously, maximizing efficiency in identifying new business opportunities.
• Conducted cold calls to prepare warm leads for Account Managers who provided IT Solutions
• Partnered with cross-functional teams to ensure seamless handoff of qualified leads to account executives for closing deals.
• Assisted in developing customized proposals for prospective clients, showcasing the unique value proposition of our products or services.