Hetal Jani

Background

About Hetal Jani

For me, financial services has never just been about numbers — it’s about people. Over the last 25+ years, I’ve worked across banking, insurance, KiwiSaver, and wealth, helping people and teams grow through coaching, capability uplift, and customer-led conversations. My passion is empowering people — whether it’s customers making confident financial decisions, or frontline teams lifting performance and compliance through quality conversations and tailored advice. I am now fully qualified across Life Insurance, General Insurance, and Investments (NZ Certificate in Financial Services, Level 5). Some highlights from my career include- Leading national KiwiSaver adoption and capability uplift - Designing and delivering training to frontline and leadership teams - Turning underperforming teams into high performers through coaching and mentoring - Ensuring compliance while driving performance and customer satisfaction - Through it all, my focus remains the same: helping people grow — professionally and financially. What drives me: Seeing frontline teams grow in confidence and capability. Coaching leaders to inspire performance and connection. Designing training and initiatives that deliver outcomes for both customers and businesses. I’m excited to craft my own journey where I can bring this blend of experience, qualification, and passion in educating people and communities and make a real difference. Always open to connecting with like-minded professionals who believe in growing people while delivering great customer outcomes.