Rajiv Mehta

DipPFS Cert CII (MP)
Associate Financial Consultant
phone symbol 0113 3878240
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Specialist Financial Adviser at Natwest since 2008. I joined CHN in June 2016.

Heading up a high performing team of 5 relationship managers with full responsibility for their training and motivation, I ensured they were kept informed of NatWest’s financial products and were contributing effectively to the team. Also:

– Contributed to branch team meetings, previews and staff reviews and conducting training sessions twice a week for all branch team members to attend.

– Collaborated with the branch managers to discuss business progress, suggesting strategies to facilitate further business opportunities and producing reports of discussions

– Built and maintained excellent customer relations with new and existing clients, and ensuring impeccable levels of service to encourage repeat business.

– Advised clients on their portfolio by conducting analysis and proposing the right asset allocation.

Areas of Expertise

Investment, Pension, Protection, Inheritance tax and Mortgage planning

Services for Individuals
Services for Businesses

Playing cricket, badminton and trading stocks.

Interesting Fact

I played league cricket in both India and England