Financial Services Representative
Current
Aug 2024 - Present
AeroLeads people directory · profile
Veenu Misra Email & Phone Number
FINANCIAL PLANNING | WEALTH MANAGEMENT | BANKING OPERATIONS | RETAIL BANKING | CRM | PERSONAL BANKING
at
easyfinancial Services
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
FINANCIAL PLANNING | WEALTH MANAGEMENT | BANKING OPERATIONS | RETAIL BANKING | CRM | PERSONAL BANKING
Location
Vancouver, British Columbia, Canada
Company size
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 easyfinancial Services, a company with 670 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.
Company email context
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easyfinancial Services
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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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Easyfinancial Services
6 roles
Veenu Misra work experience
A career timeline built from the work history available for this profile.
Sales Associate
Aug 2023 - Aug 2024
Senior Manager
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.
Nov 2021 - Apr 2023
Senior Manager
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.
Jan 2020 - Nov 2021
Manager
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.
Jan 2013 - Jan 2020
Practioner
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 easyfinancial Services
Other employees you can reach at easyfinancial.com. View company contacts for 670 employees →
TY
Theophane Yao
Colleague at Easyfinancial Services
Ottawa, Ontario, Canada, Canada
View →
SA
Sakher Attar
Colleague at Easyfinancial Services
Canada, Canada
View →
CC
Courtney Corcoran
Colleague at Easyfinancial Services
St John’s, Newfoundland And Labrador, Canada, Canada
View →
SK
Shuvra Kanti Dey
Colleague at Easyfinancial Services
Calgary, Alberta, Canada, Canada
View →
MB
Maja Bulut
Colleague at Easyfinancial Services
Greater St. John's Metropolitan Area, Canada
View →
FZ
Franck Zimmermann
Colleague at Easyfinancial Services
Repentigny, Quebec, Canada, Canada
View →
SB
Sandra Bafoa
Colleague at Easyfinancial Services
West Midlands, England, United Kingdom, United Kingdom
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TK
Tricia Kostyk
Colleague at Easyfinancial Services
Vaughan, Ontario, Canada, Canada
View →
JB
Jordan Brown
Colleague at Easyfinancial Services
Canada, Canada
View →
EK
Eva K.
Colleague at Easyfinancial Services
Keswick, Ontario, Canada, Canada
View →
Theophane Yao
Colleague at Easyfinancial Services
Ottawa, Ontario, Canada, Canada
View →
SA
Sakher Attar
Colleague at Easyfinancial Services
Canada, Canada
View →
CC
Courtney Corcoran
Colleague at Easyfinancial Services
St John’s, Newfoundland And Labrador, Canada, Canada
View →
SK
Shuvra Kanti Dey
Colleague at Easyfinancial Services
Calgary, Alberta, Canada, Canada
View →
MB
Maja Bulut
Colleague at Easyfinancial Services
Greater St. John's Metropolitan Area, Canada
View →
FZ
Franck Zimmermann
Colleague at Easyfinancial Services
Repentigny, Quebec, Canada, Canada
View →
SB
Sandra Bafoa
Colleague at Easyfinancial Services
West Midlands, England, United Kingdom, United Kingdom
View →
TK
Tricia Kostyk
Colleague at Easyfinancial Services
Vaughan, Ontario, Canada, Canada
View →
JB
Jordan Brown
Colleague at Easyfinancial Services
Canada, Canada
View →
EK
Eva K.
Colleague at Easyfinancial Services
Keswick, Ontario, Canada, Canada
View →
3 education records
Veenu Misra education
Master Of Business Administration - Mba
Bachelor Of Commerce (B.Com.), Business/Commerce, General
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 easyfinancial Services.
What is Veenu Misra's role at easyfinancial Services?
Veenu Misra is listed as FINANCIAL PLANNING | WEALTH MANAGEMENT | BANKING OPERATIONS | RETAIL BANKING | CRM | PERSONAL BANKING at easyfinancial Services.
Where is Veenu Misra based?
Veenu Misra is based in Vancouver, British Columbia, Canada while working with easyfinancial Services.
What companies has Veenu Misra worked for?
Veenu Misra has worked for Easyfinancial Services, Puma Group, Axis Bank, Kotak Mahindra Bank, and Hdfc Bank.
Who are Veenu Misra's colleagues at easyfinancial Services?
Veenu Misra's colleagues at easyfinancial Services include Theophane Yao, Sakher Attar, Courtney Corcoran, Shuvra Kanti Dey, and Maja Bulut.
How can I contact Veenu Misra?
You can use AeroLeads to view verified contact signals for Veenu Misra at easyfinancial Services, 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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