AeroLeads people directory · profile
Ram Valia Email & Phone Number
Managing Director
at
Xpress Recruitment
1 work email found
@mgbfinancial.com.au
2 phones found area 142
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director
Location
South Wentworthville, New South Wales, Australia
Who is Ram Valia? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Ram Valia is listed as Managing Director at Xpress Recruitment, based in South Wentworthville, New South Wales, Australia. AeroLeads shows a work email signal at mgbfinancial.com.au, phone signal with area code 142, and a matched LinkedIn profile for Ram Valia.
Ram Valia previously worked as Director at Marketing Transformers- Social Media Marketing Through Facebook, Youtube, Instagram & Linkedin and Consultant at National Australia Bank. Ram Valia holds Graduate Certificate Of Commerce, Accounting And Finance from Griffith University.
Company email context
Email format at Xpress Recruitment
This section adds company-level context without repeating Ram Valia's masked contact details.
{first}@mgbfinancial.com.au
86% confidence
AeroLeads found 1 current-domain work email signal for Ram Valia. Compare company email patterns before reaching out.
Profile bio
About Ram Valia
Creating growth opportunities for local business owners and real estate agents, to master the art of social media marketing and get a total transformation. ✔ I have extensive experience as a financial planner and consultant in the banking industry ✔ I apply strategies used by large organisations to give a boost to local entrepreneurs. ✔ Before my time in marketing, I have helped several retirees to have a comfortable retirement and young families to build wealth. ✔ As a financial planning specialist I offered comprehensive financial planning, trained and managed financial planners. With the advent of the Royal commission inquiry into the financial planning industry I helped the victims of poor financial advice to get remediated. This helped several families to avoid a bad retirement and get their financial situation back on track.
Listed skills include Financial Planning, Equity Valuation, Retirement Planning, Social Media Marketing, and 29 others.
Current workplace
Ram Valia's current company
Company context helps verify the profile and gives searchers a useful next step.
Xpress Recruitment
Website
AeroLeads page
10 roles
Ram Valia work experience
A career timeline built from the work history available for this profile.
Consultant
Dec 2018 - Jan 2021
Financial Planner
Aug 2016 - Dec 2018
Financial Planner
Mgb Financial Services
Comprehensive Financial Planninginvestment PlanningSuperannuation adviceInsurances and Risk PlanningSMSF AdviceClient ManagementRetirement and Centrelink
Jan 2016 - Aug 2016
Financial Planner
Ascentiv Wealth Pty Ltd
Comprehensive Financial Planning Retirement PlanningSuperannuation Investment Planning in Managed Funds, Equity and Property.SMSF AdviceCompliance Procedure setting and updatingCreating licensees approved templates for advisers SoA & RoAEstablishing licensees Advice Framework
Nov 2014 - Jan 2016
National Head- Financial Planning
o The profile involves heading the client prospecting, sales, advisory and client management of Financial Planning division across the country. The company has its presence in Mumbai, Pune, Delhi and Chennai. The Division is involved in making customized comprehensive financial plans for private individual clients encompassing recommendations and strategies in the following areas:- Goal based Asset Allocation and Restructuring Retirement Planning Insurance Planning Taxation & Estate Planning Equity and Debt Mutual fund advisory Debt Restructuring Conducting Investment Reviewso Partner Practice Set up: With a shift in the company’s business plan towards an agency model, my team was responsible for training and grooming Agency partners to become financial planners. My team managed 200 partners spread across all offices in India. o My team size has varied from 11-18 planners who manage more than 1200 clients majorly from India and a few clients who have moved to UAE, Vietnam, China and Singapore.o As a part of my profile I also conduct Educative Seminars on Behavioral Finance, Investment Management, Portfolio Management and Insurance Planning. I have been conducting such seminars for employees of Proctor and Gamble JSW Ispat Motilal Oswal Financial Services Bernhard Schulte Ship Management Co. IDFC Mutual Fund
Apr 2013 - Jul 2013
Manager- Financial Planning
Team ManagementOverall Team Sales TargetsClient Advice DeliveryOverall advice on investments, risk, retirement and social securityComprehensive financial Advice New planner training Conducting sales seminars through investor workshops
Aug 2011 - Apr 2013
Financial Planning Executive-Wealth Management
My primary responsibility was to set up the Financial Planning desk with automation of the financial planning program.
Apr 2010 - Sep 2011
Equity Advisor
o Managed client portfolios in Equity & Derivatives Debt Life and health Insurance Mutual fundso The key responsibilities were client acquisition and revenue generation by selling the employers proprietary research based investment calls like Pair strategies, Structured Products Fundamental long term investments calls Derivative strategies like Bull Call Spread, Butterfly, Straddle etc Valuation Basket strategies
Aug 2008 - Nov 2009
7 education records
Ram Valia education
Graduate Certificate Of Commerce, Accounting And Finance
Griffith University
Master Of Professioal Accounting, Master Of Professional Accounting
Cquniversity
Cleared Level 3 Cfa, Financial Analysis
Cfa Institute Virginia
Master Of Commerce, Business Administration And Management, General
University Of Mumbai
Completed All Certified Financial Planner Exams, Financial Planning
Fpsb (India)
Bachelor Of Management Studies (Finance), Management Amd Finance
Narsee Monjee College Of Commerce And Economics
Diploma Of Financial Planning, Financial Planning
Monarch Institute
FAQ
Frequently asked questions about Ram Valia
Quick answers generated from the profile data available on this page.
What company does Ram Valia work for?
Ram Valia works for Xpress Recruitment.
What is Ram Valia's role at Xpress Recruitment?
Ram Valia is listed as Managing Director at Xpress Recruitment.
What is Ram Valia's email address?
AeroLeads has found 1 work email signal at @mgbfinancial.com.au for Ram Valia at Xpress Recruitment.
What is Ram Valia's phone number?
AeroLeads has found 2 phone signal(s) with area code 142 for Ram Valia at Xpress Recruitment.
Where is Ram Valia based?
Ram Valia is based in South Wentworthville, New South Wales, Australia while working with Xpress Recruitment.
What companies has Ram Valia worked for?
Ram Valia has worked for Xpress Recruitment, Marketing Transformers- Social Media Marketing Through Facebook, Youtube, Instagram & Linkedin, National Australia Bank, Commonwealth Bank, and Mgb Financial Services.
How can I contact Ram Valia?
You can use AeroLeads to view verified contact signals for Ram Valia at Xpress Recruitment, including work email, phone, and LinkedIn data when available.
What schools did Ram Valia attend?
Ram Valia holds Graduate Certificate Of Commerce, Accounting And Finance from Griffith University.
What skills is Ram Valia known for?
Ram Valia is listed with skills including Financial Planning, Equity Valuation, Retirement Planning, Social Media Marketing, Digital Marketing, Facebook Marketing, Marketing Strategy, and Marketing.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial