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Veenu Misra Email & Phone Number

FINANCIAL PLANNING | WEALTH MANAGEMENT | BANKING OPERATIONS | RETAIL BANKING | CRM | PERSONAL BANKING at Prospera Credit Union
Location: Vancouver, British Columbia, Canada 7 work roles 3 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Prospera Credit Union
Role
FINANCIAL PLANNING | WEALTH MANAGEMENT | BANKING OPERATIONS | RETAIL BANKING | CRM | PERSONAL BANKING
Location
Vancouver, British Columbia, Canada
Company size
736 employees

Who is Veenu Misra? Overview

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Quick answer

Veenu Misra is listed as FINANCIAL PLANNING | WEALTH MANAGEMENT | BANKING OPERATIONS | RETAIL BANKING | CRM | PERSONAL BANKING at Prospera Credit Union, a with 736 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Veenu Misra.

Veenu Misra previously worked as Financial Services Representative at Easyfinancial Services and Sales Associate at Puma Group. Veenu Misra holds Master Of Business Administration - Mba from University Canada West.

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Email format at Prospera Credit Union

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Prospera Credit Union

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Profile bio

About Veenu Misra

I've spent over a 12+ years working in the banking industry, focusing on customer service, sales, and wealth management. • Over the years, I've become quite adept at not just meeting but exceeding performance targets while ensuring that my clients are happy and satisfied.• But my passion doesn't stop at banking; I was deeply involved in community initiatives, particularly fundraising for BC Children's Hospital.• With a solid history of achieving results and a commitment to continuous improvement, I bring a unique blend of experience and enthusiasm to the table.• My goal is not just to deliver excellent service but to drive meaningful growth and success. If you're looking for someone who is dedicated, innovative, and always ready to learn, then let's chat and see how we can achieve great things together!

Current workplace

Veenu Misra's current company

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Prospera Credit Union
Prospera Credit Union
FINANCIAL PLANNING | WEALTH MANAGEMENT | BANKING OPERATIONS | RETAIL BANKING | CRM | PERSONAL BANKING
Vancouver, BC, CA
Website
prospera.ca
Employees
736
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Company profile
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7 roles

Veenu Misra work experience

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

Sales Associate

Puma Group

British Columbia, Canada

Aug 2023 - Aug 2024

Senior Manager

Axis Bank

Mumbai, Maharashtra, India

Spearhead acquisition, retention, and expansion of high-net-worth client portfolios, employed a personalized approach to identify banking and insurance investment needs, assess risk profiles, and offer tailored wealth management solutions across diverse asset classes.Served as a trusted advisor and single point of contact for affluent clients, facilitating seamless transactions, ensuring compliance with regulatory standards, and actively participating in product development initiatives to meet evolving client needs and drive revenue growth.

Nov 2021 - Apr 2023

Senior Manager

Kotak Mahindra Bank

Mumbai, Maharashtra, India

Develop and expand relationships with high-net-worth clients, offering personalized customer service to achieve targeted growth in Current Accounts, Trade, and Forex, while cross-selling bank products and informing clients about new offerings.Plan and execute special sales initiatives, maintain comprehensive customer relationship records, and ensure exceptional customer service levels through timely resolution of complaints and adherence to bank policies, leveraging expertise in Trade, Forex, Commercial Assets, Mutual Funds, and Insurance.

Jan 2020 - Nov 2021

Manager

Hdfc Bank

Mumbai, Maharashtra, India

To drive acquisition of new Preferred (HNI) customers and strengthen existing relationships through targeted cross-selling of products and services, ensuring superior service delivery and dedicated customer support and one point contact person for the portfolio clients.Responsible to optimize sales support resources and ensure error-free documentation for account opening and customer instructions, while facilitating third-party product (Mutual Funds, Life Insurance, Health Insurance and General Insurance) and loan offerings to enhance customer experience and retention.

Jan 2013 - Jan 2020

Practioner

Ibm Daksh

Chandigarh, India

Managed the clientele within Citi Bank's Credit Card Department, concurrently fulfilling the role of an inbound phone banking agent.Successfully resolved service-related concerns, prioritized customer satisfaction, and implemented cost-cutting measures to enhance operational efficiency.

Jun 2012 - Jan 2013
Team & coworkers

Colleagues at Prospera Credit Union

Other employees you can reach at prospera.ca. View company contacts for 736 employees →

NV Natalie Vollans Natalie Vollans Colleague at Prospera Credit UnionSurrey, British Columbia, Canada View → TS Teresa Scarff Teresa Scarff Colleague at Prospera Credit UnionBritish Columbia, Canada View → MM Martha Manning Martha Manning Colleague at Prospera Credit UnionPitt Meadows, British Columbia, Canada View → KM Kristin Major Kristin Major Colleague at Prospera Credit UnionKelowna, British Columbia, Canada View → KD Kathy Dang Kathy Dang Colleague at Prospera Credit UnionSurrey, British Columbia, Canada View → DK Dennis Kuo Dennis Kuo Colleague at Prospera Credit UnionSurrey, British Columbia, Canada View → RK Rochelle Konath Rochelle Konath Colleague at Prospera Credit UnionCalgary, Alberta, Canada View → TA Trudi-Ann Appleton Trudi-Ann Appleton Colleague at Prospera Credit UnionPitt Meadows, British Columbia, Canada View → TM Teresa Mcknight Teresa Mcknight Colleague at Prospera Credit UnionCoquitlam, British Columbia, Canada View → JK Jashandeep Kaur Jashandeep Kaur Colleague at Prospera Credit UnionBrampton, Ontario, Canada View →
3 education records

Veenu Misra education

Commerce

St Fidelis College Lucknow
FAQ

Frequently asked questions about Veenu Misra

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

What company does Veenu Misra work for?

Veenu Misra works for Prospera Credit Union.

What is Veenu Misra's role at Prospera Credit Union?

Veenu Misra is listed as FINANCIAL PLANNING | WEALTH MANAGEMENT | BANKING OPERATIONS | RETAIL BANKING | CRM | PERSONAL BANKING at Prospera Credit Union.

Where is Veenu Misra based?

Veenu Misra is based in Vancouver, British Columbia, Canada while working with Prospera Credit Union.

What companies has Veenu Misra worked for?

Veenu Misra has worked for Prospera Credit Union, Easyfinancial Services, Puma Group, Axis Bank, and Kotak Mahindra Bank.

Who are Veenu Misra's colleagues at Prospera Credit Union?

Veenu Misra's colleagues at Prospera Credit Union include Natalie Vollans, Teresa Scarff, Martha Manning, Kristin Major, and Kathy Dang.

How can I contact Veenu Misra?

You can use AeroLeads to view verified contact signals for Veenu Misra at Prospera Credit Union, including work email, phone, and LinkedIn data when available.

What schools did Veenu Misra attend?

Veenu Misra holds Master Of Business Administration - Mba from University Canada West.

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