Company Description Ckredence Wealth Management Pvt Ltd is a growth-focused wealth management firm that has evolved from Chirag Financial Services into a powerhouse with over ₹1,200 crores in assets under management. Guided by Founder Chirag Shah and Fund Manager Kartik Mehta, who brings more than 22 years of market experience, the firm offers sophisticated solutions across SEBI-registered Portfolio Management Services, mutual funds and equities, bonds and fixed deposits, and currency markets. With over 40 years of collective experience, 50+ certified financial experts, and more than 15,000 family portfolios managed globally, Ckredence serves clients across India from branches in Surat, Mumbai, Vadodara, and Pune.

The firm is committed to nurturing long-term financial legacies and treats every investment as a core responsibility.

Role Description This is a full-time, on-site Vice President / President - Sales role based in Mumbai / Pune / Ahmedabad regions. The position is responsible for driving sales growth for PMS, AIF, and RIA offerings, leading the sales team, and ensuring revenue targets and profitability goals are met. Day-to-day responsibilities include developing and executing sales strategies, identifying and nurturing high-value client relationships, overseeing key accounts, and coordinating sales operations to support efficient processes and reporting.





The role also involves collaborating with leadership on product positioning, market expansion, and strategic partnerships, while mentoring sales professionals to maintain high standards of client service and compliance.

Qualifications

- Candidates should possess strong Sales and Sales Management skills, including the ability to set targets, build pipelines, and lead high-performing teams.
- Candidates should possess Business Development and Account Management skills to acquire new clients, deepen existing relationships, and manage key investor accounts.
- Candidates should possess Sales Operations skills to streamline workflows, manage reporting, and support data-driven decision-making.
- Proven experience in wealth management, PMS, AIF, RIA, or related financial services, with a track record of achieving ambitious sales objectives.
- Excellent communication, negotiation, and stakeholder management skills, with the ability to work collaboratively with investment, compliance, and operations teams.
- Strategic mindset with robust analytical abilities and market awareness, preferably with exposure to high-net-worth and ultra-high-net-worth client segments.
- Graduate degree in business, finance, or a related field; advanced or professional qualifications (e.g., MBA, CFA, CFP) are an advantage.

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