June 11 2009, 14:02:07 IST | TEAM VCC: Financial services firm Ambit Holdings Pvt. Ltd has announced its foray into wealth management business with appointment of Sutapa Banerjee (89PMIR) as the unit head. As Head of the Wealth Management arm at Ambit Capital, Banerjee will be responsible for establishing the business and providing impetus to the private client business. Before this, she was the Head - Private Banking in India for ABN Amro and also lead the consumer banking business in India.“Apart from her expertise in the private banking business, Sutapa has displayed exceptional leadership skills and managerial capabilities throughout her career. We look forward to her leadership skills and business acumen to drive Ambit’s growth and give a new dimension to our wealth management business,” said Ashok Wadhwa, Group CEO, Ambit.
Banerjee worked at ABN Amro for twelve years, where she played a key role in integrating the new and existing staff of the Consumer Banking division when ABN AMRO acquired Bank of America’s Retail Banking business. After that, Banerjee launched the new Private Banking division of ABN AMRO, whose assets under management has now grown to $1.25 billion.
Before ABN Amro, Banerjee worked with ANZ Grindlays Bank. She holds a post graduate diploma in Management from XLRI, Jamshedpur and is a Gold Medalist in Economics.
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CERTIFICATE PROGRAM IN FINANCIAL PLANNING & WEALTH MANAGEMENT (FPWM)
The Xavier Institute of Management, Bhubaneswar (XIMB), with Alethia Education Services has started a 6 months Certificate programs for working executives in New Delhi. Working on a 6-months structure that will allow participants to work while they study, the course is largely targeted towards the population who is looking forward to making career in Financial Planning & Wealth Management (Banking & Financial Services Industry). The intake of the programs would be 60-80 students while the minimum eligibility will be graduation, however people with work experience and/or post graduation will be preferred. More about the application system to the courses, visit: http://alethiaeducation.com/fpwm.php or http://www.ximb.ac.in
The program aims to provide an opportunity to study and earn a Certificate in Financial Planning and Wealth Management while working. The program is delivered by XIMB blended with live and interactive classroom sessions. Program offers integrated approach to Learn Finance, Financial Services, Insurance (Life, Non-Life), Risk Management and Pension Planning.
The objective is to expose the participants to the various theories and practices of Financial Planning & Wealth Management and to equip them with tools and techniques with which they can handle their current business tasks better and in an effective manner. The program gives the participants a holistic perspective of Financial Planning so that they can shoulder greater responsibilities in their future career.
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