Company Description Ckredence Wealth is a rapidly growing wealth management firm that has evolved from Chirag Financial Services into a powerhouse with 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 across portfolio management, equity and mutual fund investments, fixed income products, and currency markets. With more than 40 years of combined experience, Ckredence manages over 15,000 family portfolios globally and is supported by a team of 50+ certified financial experts. Headquartered across key locations including Surat, Mumbai, Vadodara, and Pune, the firm serves clients throughout India, with a robust focus on nurturing long-term legacies and treating client investments as a core responsibility.



Ckredence is SEBI-registered for Portfolio Management Services and Registered Investment Advisory, underscoring its commitment to regulatory compliance and client trust.

Job description

• We are looking for Wealth Relationship Senior Manager / Wealth Manager who can drive our wealth

management business initiatives and achieve sales through basket of products like PMS, RIA & AIF.

• Appoint distributors within the assigned area and monitor their activation; help business growth through

trainings or marketing materials, etc • Look after tie ups for institutional sales Required Candidate profile • At least 10 to 12 years of experience in Mumbai / Ahmedabad or Pune market for sales of PMS, RIA &

AIF products to HNI, Ultra HNI through Institutional / Channel / Distributor

📌 Senior Wealth Manager (Mumbai)
🏢 Ckredence Wealth
📍 Mumbai