Wealth Manager
Wealth Manager / Senior Wealth Relationship Manager – MF, PMS, RIA & AIF
Wealth Manager / Senior Wealth Relationship Manager – MF, PMS, RIA & AIF
Wealth Manager / Senior Wealth Relationship Manager – MF, PMS, RIA & AIF
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.
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.
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
10 to 12 Years
Strong experience in MF, PMS, RIA and AIF products
Strong experience in MF, PMS, RIA and AIF products
Position Summary:
Designation: Wealth Manager / Senior Wealth Relationship Manager – MF, PMS, RIA & AIF
Location: Ahmedabad
Experience Required: 10 to 12 years
Industry: Financial Services / Broking / Wealth Management
Employment Type: Full-time, Permanent
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:
Wealth Management, HNI Acquisition, Ultra HNI Sales, Mutual Funds, PMS, AIF, RIA, Investment Advisory, Financial Advisory, Portfolio Management Services, Business Development, Institutional Sales, Distributor Management.
Perks & Benefits:
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
How to Apply:
Please send your resume and cover letter to hr@ckredencewealth.com or call on +91 99099 45882 to take it forward. You Can Also click the "Apply Form" button at the top.
Position Summary:
Designation: Wealth Manager / Senior Wealth Relationship Manager – MF, PMS, RIA & AIF
Location: Ahmedabad
Experience Required: 10 to 12 years
Industry: Financial Services / Broking / Wealth Management
Employment Type: Full-time, Permanent
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:
Wealth Management, HNI Acquisition, Ultra HNI Sales, Mutual Funds, PMS, AIF, RIA, Investment Advisory, Financial Advisory, Portfolio Management Services, Business Development, Institutional Sales, Distributor Management.
Perks & Benefits:
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
How to Apply:
Please send your resume and cover letter to hr@ckredencewealth.com or call on +91 99099 45882 to take it forward. You Can Also click the "Apply Form" button at the top.