Company profile
Ckredence Wealth, formerly Chirag Financial Services, is a leading wealth management firm with over ₹1,700 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.
Job description
· We are looking for Wealth Relationship Senior Manager / Wealth Manager who can drive our wealth management business initiatives and achieve sales through basket of products like PMS, RIA, AIF.
· Appoint distributors within the assigned area and monitor their activation; help business growth through trainings or marketing materials, etc
· Look after tie ups for institutional sales
Required Candidate profile
· At least 10 to 12 years of experience in Mumbai market for sales of PMS, RIA & AIF products to HNI, Ultra HNI or Institutional Sales
Job Types: Full-time, Permanent
Pay: ₹2,000,000.00 - ₹2,500,000.00 per year
Benefits:
- Cell phone reimbursement
- Health insurance
- Leave encashment
Application Question(s):
- How many years of experience do you have for wealth management products?
- How many years of experience do you have for PMS, RIA & AIF ?
- What is your current CTC ?
- What is your notice period ?
- What is your expected CTC?
Work Location: In person
