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

·

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, pro

📌 Vice President (Mumbai)
🏢 Ckredence Wealth
📍 Mumbai