Ckredence Wealth
Website:
ckredencewealth.com
Job details:
Company Description Ckredence Wealth is a growth-focused wealth management firm that has evolved from Chirag Financial Services into a powerhouse managing over ₹1,200+ crores in assets under management. Led by Founder Chirag Shah and Fund Manager Kartik Mehta, who brings more than 22 years of market experience, the firm offers sophisticated solutions in SEBI-registered Portfolio Management Services, equity and mutual fund investments, bonds, fixed deposits, and currency markets. With 40+ years of collective experience, over 15,000 family portfolios managed globally, and a team of 50+ certified financial experts, Ckredence combines deep expertise with client-centric service. The firm has branches in Surat, Mumbai, Vadodara, and Pune, and serves clients across India, including Ahmedabad and Rajkot. Ckredence Wealth Management is SEBI-registered for PMS (INP000007164) and RIA (INA000020846), focused on nurturing long-term financial legacies.
Role Description The Vice President / President – Sales | PMS, AIF, RIA will lead and expand the sales function for portfolio management services, alternative investment funds, and registered investment advisory offerings. This full-time, on-site role based in Mumbai involves driving revenue growth, developing and executing sales strategies, and building strong relationships with high-net-worth and ultra-high-net-worth clients, family offices, and institutional investors. The role includes overseeing sales pipelines, coordinating with portfolio managers and advisory teams, ensuring superior client service, and maintaining high standards of compliance and ethics. The leader will manage and mentor the sales team, set performance targets, monitor key metrics, and regularly report progress to senior management. Responsibilities also include identifying new market opportunities, representing the firm at industry events, and contributing to the overall business growth strategy.
Qualifications
- Candidates should possess strong Sales and business development skills, with demonstrated success in driving revenue growth in wealth management, PMS, AIF, or RIA domains.
- Candidates should possess excellent Communication and Customer Service skills to engage high-net-worth clients, build trust, and maintain long-term relationships.
- Candidates should possess solid Analytical Skills to interpret market trends, evaluate investment offerings, and support data-driven decision-making.
- Candidates should possess Project Coordination abilities to manage complex client mandates, align cross-functional teams, and ensure timely delivery of solutions.
- Extensive experience (typically 10+ years) in financial services, wealth management, or investment advisory, with leadership experience in sales or distribution.
- Strong knowledge of PMS, AIF, RIA frameworks, capital markets, and regulatory guidelines relevant to SEBI and other applicable authorities.
- Proven team management skills, including
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