Financial Consultant
Current
Md Management Limited
Mar 2022 - Present
AeroLeads people directory · profile
Raj Mehta - Pfp®, Cim® (He/Him) Email & Phone Number
Financial Consultant at MD Management Limited
at
MD Management Limited
1 work email found
@yahoo.co.in
2 phones found area 403
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
MD Management Limited
Role
Financial Consultant at MD Management Limited
Location
Calgary, Alberta, Canada
Who is Raj Mehta - Pfp®, Cim® (He/Him)? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Raj Mehta - Pfp®, Cim® (He/Him) is listed as Financial Consultant at MD Management Limited at MD Management Limited, based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at yahoo.co.in, phone signal with area code 403, and a matched LinkedIn profile for Raj Mehta - Pfp®, Cim® (He/Him).
Raj Mehta - Pfp®, Cim® (He/Him) previously worked as Financial Consultant at Md Management Limited and Senior Financial Advisor at Scotiabank. Raj Mehta - Pfp®, Cim® (He/Him) holds Master'S Degree, Finance, General from Jamnalal Bajaj Institute Of Management Studies.
Company email context
Email format at MD Management Limited
This section adds company-level context without repeating Raj Mehta - Pfp®, Cim® (He/Him)'s masked contact details.
*@yahoo.co.in
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AeroLeads found 1 current-domain work email signal for Raj Mehta - Pfp®, Cim® (He/Him). Compare company email patterns before reaching out.
Profile bio
About Raj Mehta - Pfp®, Cim® (He/Him)
Self-motivated, proactive professional with more than 8 years of sales experience in the financial industry. Adept at client acquisition, building profitable relationships from scratch and enhancing customer experience by providing conceptual, tailor made recommendations and delivering exceptional services. Proven ability to work in a fast paced, high pressure environments with minimal supervision.
Listed skills include Customer Satisfaction, Customer Service, New Client Acquisitions, Sales, and 36 others.
Current workplace
Raj Mehta - Pfp®, Cim® (He/Him)'s current company
Company context helps verify the profile and gives searchers a useful next step.
Md Management Limited
6 roles
Raj Mehta - Pfp®, Cim® (He/Him) work experience
A career timeline built from the work history available for this profile.
Senior Financial Advisor
Jun 2018 - Mar 2022
Financial Advisor
Sep 2016 - May 2018
Sales Manager
- Proactively Analysed large client’s portfolio and delivered tailor made recommendations to Chief Investment Officer’s and Portfolio Manager on stocks to buy / sell / switch thereby adding new clients and increased.
- Handled clients such as State Bank of India (SBI) Life Insurance, Franklin Templeton Asset Management (India), Goldman Sachs Asset Management (India), TATA Mutual Fund, Metlife Insurance (India), TATA AIA Life.
- Arranged meeting with the top management of companies thereby helping clients in getting a perspective of their portfolio
Jan 2015 - Apr 2016
Senior Sales Manager
Tata Securities
- Marketed tailor made stock recommendations, ran due diligence on the companies present in portfolio manager’s portfolio and referred them to subject matter experts which not only helped in increasing business from.
- Added large clients and increased business from existing clients in less than a year of joining the organization, thereby doubling the number of clients handled by delivering best in class customer service
- Served clients within the organization such as SBI Life Insurance, DSP Blackrock Investment Managers, Franklin Templeton Asset Management, Goldman Sachs Asset Management (India), Metlife Insurance (India), TATA AIA.
- Contributed significantly to company’s revenue by exceeding sales targets
- Rated as top performer several times during the year end performance management review
Aug 2010 - Jan 2015
Senior Sales Manager
- Responsible for marketing of stock ideas to Chief Investment Officer’s & Fund Managers of Mutual Funds and Insurance Companies
- Devised tailor made recommendation and worked in teams and thereby significantly increasing business from existing clients and adding new clients
- Handled Bajaj Allianz Life Insurance, DSP Blackrock Mutual Fund, Franklin Templeton Asset Management, ICICI Prudential Life Insurance, Life Insurance Co-operation (LIC) of India, Metlife Insurance (india), SBI Life.
- Arranged meetings for clients with the top management of companies thereby helping them in taking right investment decisions.
Jun 2007 - Jul 2010
2 education records
Raj Mehta - Pfp®, Cim® (He/Him) education
Master'S Degree, Finance, General
Jamnalal Bajaj Institute Of Management Studies
Bachelor Of Engineering (B.E.), Electrical And Electronics Engineering, First Class
Dr. J.J. M. College Of Engineering
FAQ
Frequently asked questions about Raj Mehta - Pfp®, Cim® (He/Him)
Quick answers generated from the profile data available on this page.
What company does Raj Mehta - Pfp®, Cim® (He/Him) work for?
Raj Mehta - Pfp®, Cim® (He/Him) works for MD Management Limited.
What is Raj Mehta - Pfp®, Cim® (He/Him)'s role at MD Management Limited?
Raj Mehta - Pfp®, Cim® (He/Him) is listed as Financial Consultant at MD Management Limited at MD Management Limited.
What is Raj Mehta - Pfp®, Cim® (He/Him)'s email address?
AeroLeads has found 1 work email signal at @yahoo.co.in for Raj Mehta - Pfp®, Cim® (He/Him) at MD Management Limited.
What is Raj Mehta - Pfp®, Cim® (He/Him)'s phone number?
AeroLeads has found 2 phone signal(s) with area code 403 for Raj Mehta - Pfp®, Cim® (He/Him) at MD Management Limited.
Where is Raj Mehta - Pfp®, Cim® (He/Him) based?
Raj Mehta - Pfp®, Cim® (He/Him) is based in Calgary, Alberta, Canada while working with MD Management Limited.
What companies has Raj Mehta - Pfp®, Cim® (He/Him) worked for?
Raj Mehta - Pfp®, Cim® (He/Him) has worked for Md Management Limited, Scotiabank, Cibc, Il&Fs, and Tata Securities.
How can I contact Raj Mehta - Pfp®, Cim® (He/Him)?
You can use AeroLeads to view verified contact signals for Raj Mehta - Pfp®, Cim® (He/Him) at MD Management Limited, including work email, phone, and LinkedIn data when available.
What schools did Raj Mehta - Pfp®, Cim® (He/Him) attend?
Raj Mehta - Pfp®, Cim® (He/Him) holds Master'S Degree, Finance, General from Jamnalal Bajaj Institute Of Management Studies.
What skills is Raj Mehta - Pfp®, Cim® (He/Him) known for?
Raj Mehta - Pfp®, Cim® (He/Him) is listed with skills including Customer Satisfaction, Customer Service, New Client Acquisitions, Sales, Long Term Relationship Building, Flexible Schedule, Interpersonal Skills, and High Pressure Environment.
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