Pooja Desai

I am an experienced Paraplanner with a passion for ensuring seamless execution of financial operations. Eager to learn with senior advisors and further develop my skill set. Possesses robust problem-solving, relationship management, and communication capabilities. As an ambitious entry-level financial professional, I am actively seeking a new opportunity as a Paraprofessional. Proficient in client relationship management and financial data analysis, I am dedicated to putting in the effort, adapting swiftly, and tackling any challenge to progress. I am a Para Planner well-versed in financial procedures and meticulous recordkeeping. I excel in identifying and rectifying discrepancies, and prioritising accuracy and timeliness in my work.

Level 4 Kathak Dancer from Akhil Bharatiya Gandharva Mahavidyalaya