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    Credit Suisse Wealth Management India announces two senior hires

    Synopsis

    The senior appointments come as part of the firm’s commitment to the India market, and to enhance the strategy offerings for clients.

    credit suisseAgencies
    “India is a key strategic growth market for Credit Suisse, and we are continuing to build up our wealth management franchise to capture the vast opportunities in the wealth management sector here,” said Puneet Matta, head of Wealth Management India Onshore.
    Credit Suisse has announced the expansion of its wealth management team in India, according to a company statement issued today.

    The senior appointments come as part of the firm’s commitment to the India market, and to enhance the strategy offerings for clients.

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    “India is a key strategic growth market for Credit Suisse, and we are continuing to build up our wealth management franchise to capture the vast opportunities in the wealth management sector here,” said Puneet Matta, head of Wealth Management India Onshore.

    Suveer Modi joins as senior relationship manager, Private Banking India Onshore. Based out of Delhi, he will be directly reporting to Matta, and will significantly enhance the bank’s coverage in North India. In his previous role, he was with Kotak Mahindra Bank as executive director, and held multiple roles including heading the development of the private banking business in Rajasthan territory, and being a team leader in Delhi. Prior to Kotak Bank, he also contributed in setting up the private banking business in Rajasthan for ICICI Bank and HDFC Bank.

    Sudipto Sinha joins as senior relationship manager, Private Banking India Onshore in Mumbai, also reporting to Matta. He brings vast experience in managing and acquiring large client relationships whilst advising them across their wealth management and preservation needs. In his previous role, he was with Kotak Mahindra Bank in the wealth management business since inception from 2004. He has held multiple roles in Kotak – from being a team head in Kolkata where he started, and subsequently a team leader in Delhi in 2008. In 2016, he was head of the eastern region in addition to the Delhi market. In 2018, he moved to Mumbai as a team leader and continued to manage his clients in Delhi. Most recently and after the new advisory regulations came into being in 2020, he took on the role as head of sales and co-head of the advisory business under Kotak Investment Advisors.

    “Significant hires like Sudipto and Suveer underscores our deep commitment to the India onshore market and signals our strong focus to continue scaling our onshore business,” said Matta.


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