Director- Wealth Management

Job Description- Job Title: Director- Wealth Management - Business Development

Location: Delhi / Bangalore

Reports To: Manoj Laddha

Department: Wealth Management

Compensation: INR 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 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.