Company Description
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
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.
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
Candidate Profile
- 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
Pay: ₹1,200,000.00 - ₹1,500,000.00 per year
Benefits:
- Cell phone reimbursement
- Leave encashment
- Paid sick time
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 products?
- What's your current CTC?
- Whats' your notice period?
- What's your expected CTC?
Work Location: In person
