Wealth Manager

Ckredence Wealth Management Pvt. Ltd.; Ahmedabad District; On-site; INR 2,500,000 - 3,800,000; Full time

Benefits offered by this job

Two Saturdays off per month

Job summary

Ckredence Wealth Management Pvt. Ltd. in Ahmedabad seeks a seasoned Wealth Manager / Senior Wealth Relationship Manager to grow sales across MF, PMS, RIA and AIF.

Based in Ahmedabad, you will onboard distributors, IFAs and HNIs, nurture client relationships and drive regional expansion. The role demands 10–12 years of wealth product sales experience and a proven network of HNI clients and institutional partners.

Qualifications

• 10 to 12 years of experience in wealth product sales in Ahmedabad and surrounding areas.
• Strong experience in MF, PMS, RIA and AIF products.
• Existing network of HNI, Ultra HNI, distributors or institutional clients preferred.
• Good communication, relationship management and business development skills.

Responsibilities

• Drive sales of MF, PMS, RIA and AIF products.
• Onboard distributors or IFAs and also acquire and manage HNI, Ultra HNI and institutional clients.
• Appoint, activate and manage distributors in the assigned area.
• Conduct product training and support distributors with marketing material.
• Build institutional tie-ups and strengthen business relationships.
• Achieve assigned sales and revenue targets.
• Visit Surat head office once or twice a month for business review and planning.

Skills

Wealth product sales

Distributors onboarding

HNI network

Relationship management

Communication skills

Job description

For Ahmedabad, Vadodara, Rajkot & North Gujarat regions we are looking for an experienced Wealth Manager / Senior Wealth Relationship Manager based in Ahmedabad to drive business growth across wealth management products including Mutual Funds, PMS, RIA and AIF. The candidate will be responsible for onboarding distributors, IFA’s & HNI, Ultra HNI clients, sales and supporting business expansion in the assigned region.

10 to 12 Years Strong experience in MF, PMS, RIA and AIF products

Designation: Wealth Manager / Senior Wealth Relationship Manager MF, PMS, RIA & AIF
Location: Ahmedabad

Experience Required: 10 to 12 years

About Us:

Ckredence Wealth, formerly Chirag Financial Services, is a leading wealth management firm with over ₹1,200 crores AUM, offering expertise in SEBI-registered Portfolio Management Services, equity investments, mutual funds, bonds, and currency markets. With over 40 years of experience, 15,000+ family portfolios, and a team of 50+ certified financial experts, Ckredence is dedicated to providing personalized financial solutions. The company operates branches in Surat, Mumbai, Vadodara, and Pune, while serving clients across India, including Ahmedabad and Rajkot. At Ckredence, managing investments goes beyond numbers it's about nurturing legacies and ensuring financial growth with responsibility and care.

Key Responsibilities:

• Drive sales of MF, PMS, RIA and AIF products
• Onboard distributors or Individual Financial Advisors and also acquire and manage HNI, Ultra HNI and institutional clients
• Appoint, activate and manage distributors in the assigned area
• Conduct product training and support distributors with marketing material
• Build institutional tie-ups and strengthen business relationships
• Achieve assigned sales and revenue targets
• Visit Surat head office once or twice a month for business review and planning.

Qualifications:

• 10 to 12 years of experience in wealth product sales in Ahmedabad and surrounding areas
• Strong experience in MF, PMS, RIA and AIF products
• Existing network of HNI, Ultra HNI, distributors or institutional clients preferred
• Good communication, relationship management and business development skills

Key Skills:

• Lucrative compensation with attractive incentives, better than industry standards.

Why Join Us?

• Opportunity to work in a dynamic, growing company.
• Gain exposure to various aspects of business operations, including data analysis, service management, and process improvement.
• A collaborative and supportive work environment where you can develop new skills and advance your career.
• Two Saturdays off every month