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 Management /n 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 Summary /n 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 skilled capable of independently building distribution relationships, activating channel partners and closing large-ticket investments.
Key Responsibilities /n · 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.
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- Strengthen the company’s brand presence and market penetration across Mumbai and Maharashtra.
/n Candidate Profile /n /n
- 10–12+ years of experience in AMC Sales, PMS Sales, AIF Sales, Wealth Management, Mutual Fund Distribution or Investment Advisory .
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- Strong and active network of MFDs, IFAs and Channel Partners across Western Mumbai and South Mumbai.
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- Proven track record in distributor acquisition, partner activation and AUM mobilisation.
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- Strong understanding of Mutual Funds, PMS, RIA, AIF and investment products.
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- Existing relationships with Family Offices, HNIs and UHNIs will be a major advantage.
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- Ability to independently source, negotiate and close large-ticket investment business.
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- Strong communication, presentation, negotiation and relationship-management skills.
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- Entrepreneurial, self-driven and highly target-oriented.
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- Graduate in any discipline; MBA/PGDM in Finance or Marketing preferred.
/n What We Offer /n /n
- Attractive fixed salary
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- Performance-linked incentives
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- Perpetual trail commission
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- ESOPs for deserving candidates
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- Opportunity to build and lead the Mumbai and Maharashtra market
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- Entrepreneurial role with direct access to senior management
/n Apply Now /n 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, AIF, RIA (Mumbai)
🏢 Ckredence Wealth
📍 Mumbai