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 qualified 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 d

📌 Vice President (Mumbai)
🏢 Ckredence Wealth
📍 Mumbai