Ckredence Wealth
Website:
ckredencewealth.com
Job details:
Company: Ckredence Wealth Management Pvt. Ltd.
Location: (1) Mumbai – Western Line, South Mumbai
(2) Pune
(3) Ahmedabad
Experience: 10–12+ years
Employment Type: Full-Time
Industry: AMC, PMS, AIF, Wealth Management, Mutual Fund Distribution, Investment Advisory and Financial Services
About Ckredence Wealth Management
Established in 1987, Ckredence Wealth Management is a SEBI-registered boutique Portfolio Management Services firm focused on creating long-term wealth for HNIs, UHNIs, families and NRI investors.
Our footprint as of 30 June 2026:
· 38+ years of financial-services legacy
· ₹800+ crore PMS Assets Under Management
· 500+ PMS clients
· All-India Rank 77 by number of PMS clients
· Presence across Surat, Mumbai, Pune, Ahmedabad and Vadodara
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Job Summary
We are hiring an experienced and well-networked Vice President / President – Sales to lead business development and AUM mobilisation across Mumbai and Maharashtra.
The ideal candidate should have an established network of Mutual Fund Distributors, IFAs, Channel Partners, Family Offices, HNIs and UHNIs, along with a proven track record of generating substantial business across PMS, RIA, AIF and wealth-management products.
This is a senior, target-driven role for a professional capable of independently building distribution relationships, activating channel partners and closing large-ticket investments.
Key Responsibilities
· Build and expand a strong network of MFDs, IFAs, Wealth Advisors and Channel Partners.
· Identify, acquire, onboard and activate high-potential distribution partners.
· Drive AUM mobilisation and revenue across PMS, RIA and AIF products.
· Increase partner productivity, wallet share, repeat business and sales conversions.
· Develop relationships with Family Offices, HNIs, UHNIs, Corporate Treasuries and institutional investors.
· Generate direct and bulk investment business through existing relationships and personal networks.
· Conduct partner meetings, product presentations, investment discussions and business reviews.
· Maintain a healthy sales pipeline and monitor partner activation, conversion, AUM and revenue.
- Represent Ckredence at distributor meets, investor forums, networking events and industry conferences.
- Strengthen the company’s brand presence and market penetration across Mumbai and Maharashtra.
Candidate Profile
- 10–12+ years of experience in AMC Sales, PMS Sales, AIF Sales, Wealth Management, Mutual Fund Distribution or Investment Advisory.
- Strong and active network of MFDs, IFAs and Channel Partners across Western Mumbai and South Mumbai.
- Proven track record in distributor acquisition, partner activation and AUM mobilisation.
- Strong understanding of Mutual Funds, PMS, RIA, AIF and investment products.
- Existing relationships with Family Offices, HNIs and UHNIs will be a major advantage.
- Ability to independently source, negotiate and close large-ticket investment business.
- Strong communication, presentation, negotiation and relationship-management skills.
- Entrepreneurial, self-driven and highly target-oriented.
- Graduate in any discipline; MBA/PGDM in Finance or Marketing preferred.
What We Offer
- Attractive fixed salary
- Performance-linked incentives
- Perpetual trail commission
- ESOPs for deserving candidates
- Opportunity to build and lead the Mumbai and Maharashtra market
- Entrepreneurial role with direct access to senior management
Apply Now
Candidates with a strong Mumbai distribution network and a successful track record in wealth-product mobilisation may share their CV at hr@ckredencewealth.com or WhatsApp it to 9909945882.
Click on Apply to know more.
