Talent Suite Job

Top Hiring Companies

Join the CKREDENCE WEALTH MANAGEMENT PVT LTD team as a Full Time Wealth Manager- PMS, RIA & AIF on Erekrut, specializing in Wealth Manager- PMS, RIA & AIF in the Financial Service industry. We are seeking talented individuals with a passion for Financial Service and educational qualifications ranging from 7-10 Years. Apply now on Erekrut to take the next step in your career with a leading global company.

Job Title: Wealth Manager – PMS, RIA & AIF

Locations & Compensation

- Mumbai: CTC ₹20–22 LPA + Performance Incentives
- Ahmedabad: CTC ₹12–15 LPA + Performance Incentives

Experience: 8 - 12 Years

About Ckredence Wealth

Ckredence Wealth (formerly Chirag Financial Services) is a leading wealth management firm with over ₹1,200 Crores AUM and more than 40 years of experience. The firm specializes in Portfolio Management Services (PMS), Registered Investment Advisory (RIA), Alternative Investment Funds (AIF), Mutual Funds, Equities, Bonds, and Currency Markets. With over 15,000 family portfolios and a team of 50+ financial professionals, Ckredence Wealth provides customized investment solutions to HNI, Ultra HNI, and institutional clients across India.

Role Overview

We are looking for an experienced Wealth Manager / Senior Wealth Relationship Manager to drive business growth through the acquisition and management of HNI, Ultra HNI, and institutional clients, while expanding distribution partnerships across PMS, RIA, and AIF products.

The role involves client acquisition, distributor onboarding, relationship management, business development, and achieving sales targets within the assigned territory.

Key Responsibilities

- Drive sales of PMS, RIA, and AIF investment products.
- Acquire and manage HNI, Ultra HNI, and institutional clients.
- Onboard, activate, and manage Individual Financial Advisors (IFAs),



distributors, and channel partners.
- Build and strengthen relationships with distributors, clients, and institutional partners.
- Conduct product presentations, investor awareness sessions, and distributor training programs.
- Support distributors with sales enablement and marketing collateral.
- Identify new business opportunities and expand the regional distribution network.
- Achieve monthly, quarterly, and annual revenue and business targets.
- Maintain strong client engagement and provide investment-related support.
- Collaborate with internal investment and operations teams for seamless client servicing.
- Travel within the assigned territory and visit the Surat Head Office periodically for business reviews.

Candidate Profile

- 8–12 years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Services.
- Solid experience in selling PMS, AIF, and RIA products.
- Proven experience in acquiring and managing HNI and Ultra HNI clients.
- Existing network of HNIs, Ultra HNIs, IFAs, distributors, wealth advisors, or institutional clients is highly preferred.
- Strong relationship management, sales, and business development skills.
- Excellent communication, negotiation, and presentation skills.

Education

- Bachelor's Degree (Mandatory)
- MBA, CFA, CFP, NISM certifications will be an added advantage.

Prefered Industry

Financial Services | Wealth Management | Asset Management | Broking | Investment Advisory

Designation

Wealth Manager- PMS, RIA & AIF

Key Skills

Alternative Investment Funds (AIF)Asset ManagementBusiness DevelopmentCapital Markets KnowledgeChannel SalesClient AcquisitionClient Relationship ManagementClient ServicingCross SellingDistributor Management

Industry

Financial Service

Functional Area

Financial Service

Employment Type

Full Time

Education

Graduation/Diploma

Job Type

Work From Office

📌 Wealth Manager- PMS, RIA & AIF (Mumbai)
🏢 Ckredence Wealth Management
📍 Mumbai