Aneri Vani
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Aneri Vani Email & Phone Number

Relationship Manager at Coast Capital Savings
Location: British Columbia, Canada 6 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Coast Capital Savings
Role
Relationship Manager
Location
British Columbia, Canada
Company size
1586 employees

Who is Aneri Vani? Overview

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Quick answer

Aneri Vani is listed as Relationship Manager at Coast Capital Savings, a with 1586 employees, based in British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Aneri Vani.

Aneri Vani previously worked as Member Advice Specialist at Coast Capital Savings and Credit Analyst at Canada Drives. Aneri Vani holds Master'S Degree, Business/Corporate Communications from Gujarat University.

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Email format at Coast Capital Savings

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Coast Capital Savings

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Profile bio

About Aneri Vani

🚀 Passionate Financial Professional 📈 | Portfolio Management | Financial Planning | Business DevelopmentWelcome! I'm a driven financial expert with 5+ years of experience excelling in financial advice, and business development.🔹 Portfolio Powerhouse: Expert in managing portfolios for high-net-worth clients, exceeding expectations through tailored solutions.🔹 Wealth Architect: Crafting holistic wealth plans that cover all bases - from cash management to protection needs - ensuring client success and satisfaction.🔹 Business Growth Guru: Strategically driving AUM growth year-on-year through innovative business development strategies and partnerships.🔹 Leadership Maestro: Leading and inspiring teams to surpass targets and deliver legendary customer experiences, fostering excellence at every turn.Let's connect and explore opportunities to elevate your financial goals together!

Current workplace

Aneri Vani's current company

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Coast Capital Savings
Coast Capital Savings
Relationship Manager
surrey, british columbia, canada
Website
coastcapitalsavings.com
Employees
1586
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6 roles

Aneri Vani work experience

A career timeline built from the work history available for this profile.

Credit Analyst

Canada Drives

Vancouver, British Columbia, Canada

Mar 2022 - Feb 2023

Accounting Assistant

Nanaimo Golf Club

British Columbia, Canada

Jun 2021 - Apr 2022

Customer Service Representative

Nordia Inc.

British Columbia, Canada

Jan 2020 - Jun 2021

Financial Service Consultant

Icici Prudential Life Insurance Company Limited

Ahmedabad Area, India

 Managed High Net Worth Individual client portfolio of ICICI Bank to cater to their estate planning needs through insurance upselling. Counselled clients on financial matters and provide recommendations on investment opportunities, products, and wealth management services based on client needs and asset availability. Provided comprehensive financial planning advice, tailored to each client, building long term relationships that were profitable and implemented diverse wealth management options to meet client objectives. Promoted insurance business to increase customer base and grow revenue. Profiled and analyzed investment products concentrated in Insurance products to devise financial strategies meeting client financial needs and to forecast opportunities with the highest return on investments. Trained and mentored a team of 8 members to maximize their performance and achieve monthly performance objectives. Provided extensive training and coaching to all employees of the partner bank, which helped build a strong, talented and client service-oriented financial team. Developed and deepened relationships with new and existing clients to advance progress and improve business. Devised business plan and identified target customers to achieve higher revenue

Jun 2016 - May 2019
Team & coworkers

Colleagues at Coast Capital Savings

Other employees you can reach at coastcapitalsavings.com. View company contacts for 1586 employees →

AI Alexander Innes Alexander Innes Colleague at Coast Capital SavingsVictoria, British Columbia, Canada View → IG Isabela Galbin-Pristavu Isabela Galbin-Pristavu Colleague at Coast Capital SavingsPort Moody, British Columbia, Canada View → TD Tj Dulai Tj Dulai Colleague at Coast Capital SavingsCanada View → SN Shafiq Nikjo Shafiq Nikjo Colleague at Coast Capital SavingsSurrey, British Columbia, Canada View → MC Mike Cronin Mike Cronin Colleague at Coast Capital SavingsVancouver, British Columbia, Canada View → NK Nicole Kime Nicole Kime Colleague at Coast Capital SavingsGreater Vancouver Metropolitan Area, Canada View → AP Ankita P. Ankita P. Colleague at Coast Capital SavingsVancouver, British Columbia, Canada View → RK Ricky Kaushal Ricky Kaushal Colleague at Coast Capital SavingsSurrey, British Columbia, Canada View → SN Sahiba Narang Sahiba Narang Colleague at Coast Capital SavingsSurrey, British Columbia, Canada View → JY Jinny Y. Jinny Y. Colleague at Coast Capital SavingsBurnaby, British Columbia, Canada View →
2 education records

Aneri Vani education

FAQ

Frequently asked questions about Aneri Vani

Quick answers generated from the profile data available on this page.

What company does Aneri Vani work for?

Aneri Vani works for Coast Capital Savings.

What is Aneri Vani's role at Coast Capital Savings?

Aneri Vani is listed as Relationship Manager at Coast Capital Savings.

Where is Aneri Vani based?

Aneri Vani is based in British Columbia, Canada while working with Coast Capital Savings.

What companies has Aneri Vani worked for?

Aneri Vani has worked for Coast Capital Savings, Canada Drives, Nanaimo Golf Club, Nordia Inc., and Icici Prudential Life Insurance Company Limited.

Who are Aneri Vani's colleagues at Coast Capital Savings?

Aneri Vani's colleagues at Coast Capital Savings include Alexander Innes, Isabela Galbin-Pristavu, Tj Dulai, Shafiq Nikjo, and Mike Cronin.

How can I contact Aneri Vani?

You can use AeroLeads to view verified contact signals for Aneri Vani at Coast Capital Savings, including work email, phone, and LinkedIn data when available.

What schools did Aneri Vani attend?

Aneri Vani holds Master'S Degree, Business/Corporate Communications from Gujarat University.

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