Profile: Vice President

Experience

- 10–12+ years of experience in AMC Sales, PMS Sales, AIF Sales, Wealth Management, Mutual Fund Distribution or Investment Advisory.
- Robust and active MFD, IFA and Channel Partner network, particularly across Pune and Maharashtra.
- Proven track record in distributor acquisition, partner activation and AUM mobilisation.
- Experience in direct HNI/UHNI, Family Office and large-ticket investment business will be preferred.
- Candidates with an established network and proven business mobilisation track record should be prioritised.

Roles:
- 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, product presentations, investment discussions and business reviews.
- Maintain a healthy sales pipeline and monitor partner activation, conversion, AUM and revenue.
- Represent the company at distributor meets, investor forums, networking events and industry conferences.
- Strengthen the company’s brand presence and market penetration across Pune and Maharashtra.

Qualification:
- Graduate in any discipline.
- MBA/PGDM in Finance or Marketing preferred.

📌 Vice President-Wealth Management-Pune-15 LPA
🏢 Ckredence Wealth
📍 Pune