Vice President / President - Sales | PMS, AIF, RIA

Locations:

(1) Mumbai (Western Line, South Mumbai)

(2) Pune

(3) Ahmedabad

Experience: 10 to 12+ years

Employment Type: Full-Time

Industry: AMC, PMS, AIF, Wealth Management, Mutual Fund Distribution, Investment Advisory and Financial Services

Job Summary:

We are hiring an experienced and well-networked Vice President / President Sales to lead business development and AUM mobilisation across Mumbai, Pune & Ahmedabad regions 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 solid 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 to 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.
- Robust understanding of 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 [email protected] or WhatsApp it to (phone hidden).

📌 Vice President / President - Sales (PMS, RIA, AIF) (Ahmedabad)
🏢 Ckredence Wealth Management
📍 Ahmedabad