Wealth Manager- PMS, RIA (Mumbai)

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Join the CKREDENCE WEALTH MANAGEMENT PVT LTD team as a Full Time Wealth Manager- PMS, RIA & AIF on Erekrut, specializing in Wealth Manager- PMS, RIA & AIF in the Financial Service industry. We are seeking talented individuals with a passion for Financial Service and educational qualifications ranging from 7-10 Years. Apply now on Erekrut to take the next step in your career with a leading global company.

Job Description

Job Title: Wealth Manager PMS, RIA & AIF

Locations & Compensation

• Mumbai: CTC 2022 LPA + Performance Incentives
• Ahmedabad: CTC 1215 LPA + Performance Incentives

Experience: 8 - 12 Years

About Ckredence Wealth

Ckredence Wealth (formerly Chirag Financial Services) is a leading wealth management firm with over 1,200 Crores AUM and more than 40 years of experience. The firm specializes in Portfolio Management Services (PMS), Registered Investment Advisory (RIA), Alternative Investment Funds (AIF), Mutual Funds, Equities, Bonds, and Currency Markets. With over 15,000 family portfolios and a team of 50+ financial professionals, Ckredence Wealth provides customized investment solutions to HNI, Ultra HNI, and institutional clients across India.

Role Overview

We are looking for an experienced Wealth Manager / Senior Wealth Relationship Manager to drive business growth through the acquisition and management of HNI, Ultra HNI, and institutional clients, while expanding distribution partnerships across PMS, RIA, and AIF products.

The role involves client acquisition, distributor onboarding, relationship management, business development, and achieving sales targets within the assigned territory.

Key Responsibilities

• Drive sales of PMS, RIA, and AIF investment products.
• Acquire and manage HNI, Ultra HNI, and institutional clients.
• Onboard, activate, and manage Individual Financial Advisors (IFAs), distributors, and channel partners.
• Build and strengthen relationships with distributors, clients, a .