Suman Mukherjee

About Suman Mukherjee

Driving transformational growth across wealth management and private banking, I am currently Vice President - Regional Head at Fisdom, where I lead regional strategy, stakeholder partnering, and sales innovation for cutting-edge financial solutions in Mumbai. With 2 decades experience in shaping India’s banking and fintech landscape, my journey reflects trusted leadership, agile execution, and deep expertise stretching across mutual funds, direct equity, insurance, PMS, AIFs, and fixed income products.I thrive on empowering teams—mentoring Wealth Managers and Sr Wealth Managers to consistently outperform, having executed the “Fisdom Wealth Proposition” as a distinct, high-performing business vertical. My approach is rooted in stakeholder management, orchestrating win-win collaborations with top nationalized and private banks through a robust B2B2C model covering 50+ branches. Quantifiable results inspire my trajectory, from growing high AUM portfolios at IIFL Securities and ICICI Securities to driving record-breaking acquisition and engagement in Premier Wealth and Privy League programs at industry-leading institutions.Recognition for excellence is integral to my career: “Spirit Of Fisdom” (Best Employee), “Zonal Player Of The Series,” and numerous pan-India campaigns in insurance and investment advisory underscore my commitment and impact. My financial acumen is validated through acclaimed certifications: NISM Series V A - Mutual Fund Distributors, NISM Series XXI-A - Portfolio Management Services Distributors, and IRDA credentials in life and general insurance.Beyond numbers, strategic innovation and client solutions remain my hallmark—whether spreading awareness about new propositions, nurturing top-performing teams, or enabling customer delight. With each achievement, my mantra is clear: strategic vision, unwavering integrity, and a passion for elevating wealth management excellence across India’s financial sector.

Experience

1. Regional Head (VP)

   Groww

   Oct 2025 — Present · Mumbai, IN

Education

• University of Mumbai

  Bachelor of Engineering - BE

• South Point High School

  Madhyamik

• SCDL

  PGDBA

• Cathedral Mission High School

  H.S.

Skills

• Branch Banking
• Portfolio Designing
• Relationship Management
• Trade Finance
• Program Management
• Retail Banking
• Cross Selling
• Wealth Management
• Product Management
• Will Drafting Services
• Banking
• Team Management
• Loans