Director- Wealth Management

Job Title Director- Wealth Management - Business Development Location Delhi Bangalore Reports To Manoj Laddha Department Wealth Management Compensation INR 40 - 45 LPA Fixed Performance-Based Incentives Role Overview As the Director of Wealth Management you will be responsible for leading the Wealth Management division focusing on high-net-worth individuals HNI and ultra-high-net-worth individuals UHNI Your role will involve driving revenue and profitability by offering a comprehensive suite of financial services including Mutual Funds Portfolio Management Services PMS Alternative Investment Funds AIF Unlisted Shares and other wealth management products You will also be tasked with client acquisition relationship management and developing strategies to ensure client satisfaction and business growth About JR Laddha Established in 1984 JR Laddha is a pan -India diversified financial services group with offerings across Wealth Management Mutual funds PMS AIF Unlisted Equity and alternate investments and Investment Banking Mergers and acquisition Venture funding and IPO advisory We combine institutional rigor with deep entrepreneurial networks to provide strategic financial solutions tailored to high-growth companies and investors and are a member of the Pandea Global M A Network Learn more at Why Join Us Work with Leadership Work side-by-side with senior decision-makers Learning Environment Progressive tech-enabled culture ChatGPT AI tools that blends mentorship with continuous performance-driven growth High Visibility Recognition Your impact is visible and rewarded no bulky hierarchies Client -Centric Focus Cultivate long-term relationships with HNI clients Long Legacy Leverage decades-old relationships with family offices and Banks Benefits and Perks Hybrid schedule and flexible hours Key Responsibilities 1 Leadership Strategy Lead the Wealth Management department in Delhi Bangalore setting and executing strategic goals to drive business growth Create a 3-year North-India AUM growth roadmap updated quarterly Including developing and implementing strategies for client acquisition retention and satisfaction with a focus on increasing Assets Under Management AUM 2 Client Relationship Management Maintain and deepen relationships with HNI UHNI and NRI clients offering tailored financial solutions Advise clients on investment opportunities portfolio management and financial planning Regularly review client portfolios ensuring alignment with financial goals and market conditions 3 Revenue Generation Drive revenue growth by promoting and converting non-Mutual Fund products including PMS AIF Unlisted Shares and Structured Products Achieve budgeted targets in terms of client numbers volume of business and AUM 4 Market Research Product Development Stay updated on financial market trends and new investment opportunities To represent the firm at strategic seminars regulatory events and investor-facing forums Collaborate with product and research teams to develop new wealth management products and services 5 Team Management Lead and mentor a team of wealth managers ensuring they meet their performance targets Foster a collaborative and high-performance culture within the team 6 Client Servicing Ensure exceptional client servicing and prompt resolution of queries and escalations Provide clients with regular investment performance reports and summaries 7 Compliance Reporting Ensure all operations comply with regulatory requirements Prepare and present regular reports on departmental performance to senior management Qualification Education Bachelors degree in Finance Business Administration or related field MBA or equivalent advanced degree preferred Certifications CFA CFP or equivalent designation is strongly preferred and a valid NISM Series V-A XA certifications or ability to clear within 90 days Experience Minimum of 10- 15 years in wealth management or related financial services roles with a proven track record of leading teams and delivering financial growth in managing HNI- UHNI clients Skills and Competencies Strong leadership and strategic planning capabilities with the ability to manage complex client relationships with discretion and professionalism Exceptional interpersonal and communication skills Analytical mindset with the ability to interpret market trends and financial data Extensive knowledge of wealth management products such as Mutual Funds PMS AIF Unlisted Shares and Structured Products Proficiency in wealth management software and CRM platforms