Suneel Dutt Cfpᶜᵐ

Suneel Dutt CFPᶜᵐ has a comprehensive work experience in the banking sector. Suneel started their career as a Probationary Officer at Union Bank of India in 2007, where they worked as an Operational Specialist until 2009. Suneel then joined Punjab National Bank and held various roles, including Manager, Manager at the Executive Secretariat of MD & CEO, Senior Manager and Branch Head, and Senior Human Resources Manager. During their time at Punjab National Bank, they successfully managed the merger of two major branches and led teams with a focus on fostering a positive work environment. Suneel also worked at Oriental Bank of Commerce as a Manager before joining Punjab National Bank.

Suneel Dutt CFPᶜᵐ completed their Bachelor's degree in Physics from Govt Post Graduate College, Sector-11, from 2004 to 2006. Prior to that, they attended Panjab University in 2006 and 2007, where they studied Physics but did not obtain a degree.

In addition to their formal education, Suneel Dutt CFPᶜᵐ has obtained several certifications. These include the "CFP Certification - Global Excellence in Financial Planning" from FPSB India, obtained in May 2023. Suneel also holds certifications in Investment Planning Specialist, Retirement and Tax Planning Specialist, and Risk and Estate Planning Specialist from FPSB India, all obtained in December 2022.

Suneel Dutt CFPᶜᵐ has further certifications from the National Institute of Securities Markets (NISM). These include the "NCCWM: NISM CRISIL Certified Wealth Manager" obtained in March 2022, "NISM Series VA: Certified Mutual Fund Advisor" obtained in September 2021, and "NISM Series VI: Certified Professional on Depository Operations" obtained in September 2021.

Additionally, Suneel Dutt CFPᶜᵐ holds the CAIIB certification from the Indian Institute of Banking and Finance. Suneel has also completed a Diploma in Treasury Investment and Risk Management from the same institution, although the specific completion dates are not provided.