Job Description

Company: Ckredence Wealth Management Pvt. Ltd.

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Location: (1) Mumbai – Western Line, South Mumbai

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(2) Pune

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(3) Ahmedabad

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Experience: 10–12+ years

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Employment Type: Full time

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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.

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Our footprint as of 30 June 2026:

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· 38+ years of financial-services legacy

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· ₹800+ crore PMS Assets Under Management

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· 500+ PMS clients

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· All-India Rank 77 by number of PMS clients

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· Presence across Surat, Mumbai, Pune, Ahmedabad and Vadodara

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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.

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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 .

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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 /n

· Build and expand a strong network of MFDs, IFAs, Wealth Advisors and Channel Partners .

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· Identify, acquire, onboard and activate high-potential distribution partners.

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· Drive AUM mobilisation and revenue across PMS, RIA and AIF products .

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· Increase partner productivity, wallet share, repeat business and sales conversions.

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· Develop relationships with Family Offices, HNIs, UHNIs, Corporate Treasuries and institutional investors .

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· Generate direct and bulk

📌 Vice President (Mumbai)
🏢 Ckredence Wealth
📍 Mumbai