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    Job · 19150233

    Ckredence Wealth Management logo

    Vice President / President - Sales (PMS, RIA, AIF)

    Ckredence Wealth Management · Mumbai · onsite · Posted 27d ago

    ₹15.0L - ₹25.0L PA10–12 yrsfulltimeSourced fromNaukri

    About a minute. You'll make an account on the way through.

    About this role


    Vice President / President - Sales | PMS, AIF, RIA

    Vacancy : 1 position each for 3 locations as under


    Locations:

    (1) Mumbai (Western Line & South Mumbai)

    (2) Pune

    (3) Ahmedabad
    Experience: 10 to 12+ years
    Employment Type: Full-Time
    Industry: AMC, PMS, AIF, Wealth Management, Mutual Fund Distribution, Investment Advisory and Financial Services



    Job Summary:
    We are hiring an experienced and well-networked Vice President / President Sales to lead business development and AUM mobilisation based at either of the Mumbai, Pune & Ahmedabad regions


    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.


    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:

    • 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 Ckredence at distributor meets, investor forums, networking events and industry conferences.
    • Strengthen the company's brand presence and market penetration across Mumbai and Maharashtra.

    Candidate Profile:

    • 10 to 12+ years of experience in AMC Sales, PMS Sales, AIF Sales, Wealth Management, Mutual Fund Distribution or Investment Advisory.
    • Strong and active network of MFDs, IFAs and Channel Partners across Western Mumbai and South Mumbai.
    • Proven track record in distributor acquisition, partner activation and AUM mobilisation.
    • Strong understanding of PMS, RIA, AIF and investment products.
    • Existing relationships with Family Offices, HNIs and UHNIs will be a major advantage.
    • Ability to independently source, negotiate and close large-ticket investment business.
    • Strong communication, presentation, negotiation and relationship-management skills.
    • Entrepreneurial, self-driven and highly target-oriented.
    • Graduate in any discipline; MBA/PGDM in Finance or Marketing preferred.


    What We Offer:

    • Attractive fixed salary
    • Performance-linked incentives
    • Perpetual trail commission
    • ESOPs for deserving candidates
    • Sales partner role with direct access to the top management

    Apply Now:
    Candidates with a strong Mumbai distribution network and a successful track record in wealth-product mobilisation may share their CV at [email removed] or WhatsApp it to [phone removed].

    Sourced from naukri

    Skills

    B2B Wealth SalesDistributor AcquisitionRIA SalesChannel Partner ManagementIFAChannel SalesAmc SalesHNIprivate wealthMutual fund distributionPartner activationAIF SalesPMS SalesMFDWealth ManagementUHNIFamily OfficeInstitutional SalesAUM Mobilisation

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