Job Description Company: Ckredence Wealth Management Pvt. Ltd.
n Location: (1) Mumbai – Western Line, South Mumbai
n (2) Pune
n (3) Ahmedabad
n Experience: 10–12+ years
n Employment Type: Full-Time
n Industry: AMC, PMS, AIF, Wealth Management, Mutual Fund Distribution, Investment Advisory and Financial Services
About Ckredence Wealth Managementn 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.
n Our footprint as of 30 June 2026:
n · 38+ years of financial-services legacy
n · ₹800+ crore PMS Assets Under Management
n · 500+ PMS clients
n · All-India Rank 77 by number of PMS clients
n · Presence across Surat, Mumbai, Pune, Ahmedabad and Vadodara
n ·
Job Summaryn We are hiring an experienced and well-networked Vice President / President – Sales to lead business development and AUM mobilisation across Mumbai and Maharashtra.
n 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.
n 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 Responsibilitiesn · Build and expand a strong network of MFDs, IFAs, Wealth Advisors and Channel Partners.
n · Identify, acquire, onboard and activate high-potential distribution partners.
n · Drive AUM mobilisation and revenue across PMS, RIA and AIF products.
n · Increase partner productivity, wallet share, repeat business and sales conversions.
n · Develop relationships with Family Offices, HNIs,



UHNIs, Corporate Treasuries and institutional investors.
n · Generate direct and bulk investment business through existing relationships and personal networks.
n · Conduct partner meetings, product presentations, investment discussions and business reviews.
n · Maintain a healthy sales pipeline and monitor partner activation, conversion, AUM and revenue.
n n Represent Ckredence at distributor meets, investor forums, networking events and industry conferences.
n Strengthen the company's brand presence and market penetration across Mumbai and Maharashtra.
n Candidate Profilen n 10–12+ years of experience in AMC Sales, PMS Sales, AIF Sales, Wealth Management, Mutual Fund Distribution or Investment Advisory.
n Strong and active network of MFDs, IFAs and Channel Partners across Western Mumbai and South Mumbai.
n Proven track record in distributor acquisition, partner activation and AUM mobilisation.
n Strong understanding of Mutual Funds, PMS, RIA, AIF and investment products.
n Existing relationships with Family Offices, HNIs and UHNIs will be a major advantage.
n Ability to independently source, negotiate and close large-ticket investment business.
n Strong communication, presentation, negotiation and relationship-management skills.
n Entrepreneurial, self-driven and highly target-oriented.
n Graduate in any discipline; MBA/PGDM in Finance or Marketing preferred.
n What We Offern n Attractive fixed salary
n Performance-linked incentives
n Perpetual trail commission
n ESOPs for deserving candidates
n Chance to build and lead the Mumbai and Maharashtra market
n Entrepreneurial role with direct access to senior management
n Apply Nown Candidates with a strong Mumbai distribution network and a successful track record in wealth-product mobilisation may share their CV at or WhatsApp it to (phone hidden).

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