<h2> </h2><h3>Job Description: Analyst – Investment Banking</h3>Location:&nbsp;Mumbai – Lower Parel (On-site)Department:&nbsp;Investment BankingReporting To:&nbsp;Director – Investment BankingCompensation:&nbsp;INR 4 – 12 LPA (Fixed) + Performance-Based Incentives <h3><stro

Job Description- Job Title: Director- Wealth Management - Business DevelopmentLocation: Delhi / BangaloreReports To: Manoj LaddhaDepartment: Wealth ManagementCompensation: INR 40 - 45 LPA (Fixed) + Performance-Based Incentives._________________________________

<h2>&nbsp;Job Description: Relationship Manager – Wealth Management (Sales)</h2>Location: Mumbai – Lower Parel, Kolkata (On-site)Department: Wealth ManagementReporting To: Vice President– Wealth ManagementCompensation: INR 6 – 7 LPA (Fixed) + Performance-Based Incentives<h3> </h3><h3

<h2>Job Description: Office Assistant</h2>Position: Office Assistant-1Location: KolkataReports to: Senior Manager- OperationsJob Type: Full-time <h2>Job Summary:</h2>The Office Assistant is responsible for providing administrative support to ensure efficien

JRL Group is a leading provider of Financial & Corporate Advisory Services in India with offices in Mumbai, Kolkata. In last 3 decades with Asset Under Advisory of over INR 8000 Crores (USD 1bn+), we rank amongst top 5 advisory companies in the financial services segment in India. The Group provides customized solutions in Asset Management, Corporate Finance, Investment Banking and Venture Capital to Corporate, Institutional Investors, Family Offices and HNIs. 
Additionally, we also run a full service global Venture Capital platform, which helps early stage companies to get funding and also grow businesses globally. Our Wealth Management practice arm Awarded as ‘Best Financial Advisor’ by CNBC TV 18 in 2014.

By having deep relationships with more than 500 corporate and family offices in India, we represent all business forums like FICCI, Assocham, PHD, IMC, MINE, ICAI etc.

Started in 2013, in a short span of time our Investment Banking arm has been gaining recognitions within the industry by winning multiple accolades :

2014 : Awarded ‘Dealmaker of the Year’ by Acquisition International.
2017 : Ranked amongst Top 10 Investment Banks by Deal Count for calendar year 2017 by Venture Intelligence.
2018 : Ranked amongst Top 12 Investment Banks by Deal Count for calendar year 2018 by Venture Intelligence.

<h2>Job Description: Audit Assistant- Compliance</h2><h3>Location: Kolkata (On-site)</h3><h3>Department: Compliance</h3><h3>Category: Full- time</h3><h3>Compensation: Up to INR 35,000/ Monthly Gross</h3> <h2>About the Role</h2>The Audit Assistant – Compliance will support the Audit &amp; Compliance team in conductingstatutory audits, preparing accounts, and ensuring timely and accurate filing of tax returns andrelated documents. The role requires strong knowledge of Tally, statutory audit procedures forindividuals and companies, and an understanding of share market transactions. The incumbentwill also be responsible for IT dashboard management, handling grievance filings, and preparingfinancial statements. <h2>Key Responsibilities</h2><h3>Audit &amp; Compliance:</h3>● Assist in audits of individuals, huf’s and companies in line with statutory andcompliance requirements.● Ensure accurate documentation and reporting during audit processes.● Can check market rates and corporate action for shares from Money control. Canunderstand capital gains arising from sale of shares and MF’s.● Verify and reconcile financial data to ensure compliance with regulations. <h3>Taxation &amp; Filings:</h3>● Prepare and file all Income Tax Returns (ITRs 1 to 7).● File Form 3CD and Form 9 for trusts in accordance with regulatory guidelines.● Handle grievance filings and ensure timely resolution.● Monitor and manage IT dashboard for compliance tracking. <h3>Accounting:</h3>● Draft financial accounts for individuals and companies.● Maintain accounting records using Tally and ensure accuracy of entries.● Support in preparation of balance sheets, profit &amp; loss accounts, and related financialreports. <h3>Other Responsibilities:</h3>● Keep updated with regulatory changes and compliance requirements.● Assist in internal reviews and provide support during statutory audits.● Coordinate internal teams for audit and compliance requirements <h2>Qualifications &amp; Skills</h2><h3>Educational Qualification: Semi-qualified CS/CA.</h3> <h2>Candidate Requirements</h2><h3>Basic Knowledge:</h3>● Proficiency in Tally and accounting principles.● Knowledge of audit procedures for individuals and companies.● Understanding of share market transactions and related compliance aspects.<h3> </h3><h3>Specialised Skills:</h3>● Hands-on experience in IT dashboard management.● Filing of ITRs (1 to 7), Form 3CD, and Form 9 for trusts.● Ability to manage and file grievances effectively.● Strong experience in drafting accounts for individuals and companies.<h3> </h3><h3>Other Skills:</h3>● Good communication and documentation skills.● Strong analytical and problem-solving ability.● Attention to detail and ability to meet deadlines.<h2>Experience</h2>● 5 years of relevant experience in audit, compliance, or accounts. ( semi-qualified CS/ CAcandidates may also apply.)

<h2>Job Description: Audit Assistant- Compliance</h2><h3>Location: Kolkata (On-site)</h3><h3>Department: Compliance</h3><h3>Category: Full- time</h3><h3>Compensation: Up to INR 30,000/ Monthly Gross</h3> <h2>About the Role</h2>We are seeking a detail-oriented and proactive Audit Assistant – Compliance to support ouraudit, compliance, and regulatory reporting functions. The ideal candidate will possess workingknowledge of accounting and auditing practices, with specialized exposure to ROC and NBFCcompliance work. This role requires hands-on experience in filing statutory forms, drafting keycompliance documents, and ensuring timely adherence to regulatory requirements. <h2>Key Responsibilities</h2><h3>Audit &amp; Accounts</h3>● Assist in audits of individuals, huf’s and companies.● Work on accounting in Tally and ensure books of accounts are maintained accurately.● Can check market rates and corporate action for shares from Money control. Canunderstand capital gains arising from sale of shares and MF’s.● Draft financial statements and related reports. <h3>ROC Compliance</h3>● Handle filing of all statutory forms on MCA/ROC portal within prescribed deadlines.● Draft and prepare Board Resolutions and Minutes of Meetings.● Ensure compliance with Companies Act and related regulations. <h3>NBFC Compliance</h3>● Prepare and file statutory returns/forms on the RBI portal for NBFC.● Maintain compliance documentation and ensure timely submission of required filings.General Compliance &amp; Support● Assist in preparing audit documentation and compliance trackers.● Liaise with internal teams to ensure smooth compliance operations.● Provide accurate and timely support to the Audit/Compliance Manager in ongoingassignments.<h3> </h3><h2>Qualifications &amp; Skills</h2>● Educational Qualification: Semi-qualified CS/CA. <h2>Specialized Knowledge:</h2>● ROC Work: Filing statutory forms on MCA portal, drafting resolutions &amp; minutes.● NBFC Work: Filing compliance forms/returns on RBI portal. <h3>Basic Knowledge:</h3>● Proficiency in Tally and basic accounting.● Audit exposure for Individuals and Companies.● Understanding of share market transactions.● Good communication and drafting skills (English proficiency preferred).● Strong analytical and problem-solving skills.● Ability to manage multiple deadlines and Compliance requirements. <h2>Experience</h2>● 5 years of relevant experience in audit, compliance, or accounts. ( semi-qualified CS/ CAcandidates may also apply.)

<h3>Job Description: Audit Assistant- Compliance</h3><h3>Location: Kolkata (On-site)</h3><h3>Department: Compliance</h3><h3>Category: Full- time</h3><h3>Compensation: INR 30,000/- 35,000/- Monthly Gross</h3> <h3>About the Role</h3>We are seeking a motivated and detail-oriented Audit Assistant – Compliance to join our Kolkata branch. The role will primarily focus on assisting with statutory compliance, audits, and return filings. The candidate should have good knowledge of the Companies Act, 2013 and be capable of handling return filing through the MCA V3 portal, along with working knowledge of direct and indirect taxation. <h3>Key Responsibilities</h3><ul><li>Assist in statutory compliance and secretarial work under Companies Act, 2013.</li></ul> <ul><li>File statutory returns and forms on the MCA V3 portal.</li></ul> <ul><li>Conduct compliance checks and assist in audits for clients.</li></ul> <ul><li>Support in preparation and filing of returns for TDS, Income Tax, GST, PF, ESIC, and Professional Tax.</li></ul> <ul><li>Assist in preparation of audit reports and compliance notes.</li></ul> <ul><li>Maintain proper documentation and compliance records.</li></ul> <ul><li>Coordinate with clients for information and data required for compliance filings.</li></ul> <ul><li>Ensure timely completion of statutory filings and audit deliverables.</li></ul><h3> </h3><h3>Qualifications &amp; Skills</h3><ul><li>Educational Qualification: Semi-qualified CS/CA.</li></ul> <ul><li>Knowledge Required:</li></ul> <ul><li>Companies Act, 2013 and MCA V3 portal filings.</li></ul> <ul><li>Basic working knowledge of TDS, IT, GST, PF, ESIC, and PTax.</li></ul> <ul><li>Technical Skills:</li></ul> <ul><li>Microsoft Office (Excel, Word, PowerPoint).</li></ul> <ul><li>Tally ERP.</li></ul> <ul><li>Strong analytical and problem-solving skills.</li></ul> <ul><li>Attention to detail and ability to work under deadlines.</li></ul> <ul><li>Good written and verbal communication skills.</li></ul> <h3>Experience</h3> <ul><li>5 years of relevant experience in audit, compliance, or accounts. ( semi-qualified CS/ CA candidates may also apply.)</li></ul>

<h2>Intern – AI Intern</h2>Location: Bangalore (Hybrid) Stipend: INR 10,000/- per month Department: Founder’s OfficeCompany: JR Laddha Financial Services Pvt. Ltd. <h3>About JR Laddha Financial Services Pvt. Ltd.</h3>JR Laddha Financial Services is a leading advisory and wealth management firm committed to delivering insightful financial strategies. We strive to integrate cutting-edge technologies into our financial strategies to stay ahead of the curve. We are seeking a motivated and enthusiastic AI Intern to support our data science and innovation team. The selected candidate will work on real-world AI/ML projects aimed at enhancing business intelligence, client experience, risk assessment, and financial forecasting. This is an excellent opportunity to gain hands-on experience in applying artificial intelligence in the financial services sector. <h3>Key Responsibilities</h3>● Assist in the development and testing of AI/ML models for financial applications (e.g., customer segmentation, credit scoring, fraud detection).● Support data preprocessing, cleaning, and feature engineering from structured and unstructured sources.● Contribute to automating internal business processes using AI tools (e.g., NLP chatbots, predictive analytics).● Collaborate with cross-functional teams to understand requirements and deliver AI-driven insights.● Document technical workflows, findings, and model performance for internal knowledge sharing.● Conduct literature reviews and stay updated with the latest AI trends in finance. <h3>Requirements:</h3>● Knowledge of machine learning algorithms, data structures, and AI frameworks (e.g., Scikit-learn, TensorFlow, PyTorch).● Familiarity with Python programming and libraries (e.g., pandas, NumPy, matplotlib).● Basic understanding of financial services, markets, or fintech concepts is a plus.● Strong analytical, problem-solving, and communication skills.● Eagerness to learn, take initiative, and contribute in a fast-paced team environment. <h3>Preferred Background:</h3>● Currently pursuing or recently completed a Bachelor’s/Master’s in Computer Science, Data Science, AI/ML, or related fields. <h3>What You Will Gain:</h3>● Exposure to AI-driven projects in the finance domain.● Mentorship from experienced professionals in finance and technology.● Flexible work environment and potential for full-time opportunities based on performance.● Certificate of completion and recommendation.

Job Description- Job Title: Director- Wealth Management - Business DevelopmentLocation: Delhi / BangaloreReports To: Manoj LaddhaDepartment: Wealth ManagementCompensation: 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 LaddhaEstablished 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&amp;A Network.Learn more at:<a href="https://www.jrladdha.in" rel="noopener noreferrer" target="_blank"> https://www.jrladdha.in</a>______________________________________________________________________________Why Join Us<ul><li>Work with Leadership – Work side-by-side with senior decision-makers.</li><li>Learning Environment – Progressive, tech-enabled culture (ChatGPT &amp; AI tools) that blends mentorship with continuous, performance-driven growth.</li><li>High Visibility &amp; Recognition – Your impact is visible and rewarded; no bulky hierarchies.</li><li>Client -Centric Focus – Cultivate long-term relationships with HNI clients.</li><li>Long Legacy – Leverage decades-old relationships with family offices and Banks.</li><li>Benefits and Perks – Hybrid schedule and flexible hours.</li></ul> Key Responsibilities: 1. Leadership &amp; Strategy:<ul><li>Lead the Wealth Management department in Delhi / Bangalore, setting and executing</li></ul>strategic goals to drive business growth.<ul><li>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))</li></ul>2. Client Relationship Management:<ul><li>Maintain and deepen relationships with HNI, UHNI, and NRI clients, offering&nbsp;tailored financial solutions.</li><li>Advise clients on investment opportunities, portfolio management, and financial planning.</li><li>Regularly review client portfolios, ensuring alignment with financial goals and market conditions.</li></ul>3. Revenue Generation:<ul><li>Drive revenue growth by promoting and converting non-Mutual Fund products, including PMS, AIF, Unlisted Shares, and Structured Products.</li><li>Achieve budgeted targets in terms of client numbers, volume of business, and AUM.</li></ul>&nbsp;4. Market Research &amp; Product Development:<ul><li>Stay updated on financial market trends and new investment opportunities.</li><li>To represent the firm at strategic seminars, regulatory events, and investor-facing forums.”</li><li>Collaborate with product and research teams to develop new wealth management products and services.</li></ul>&nbsp;5. Team Management:<ul><li>Lead and mentor a team of wealth managers, ensuring they meet their</li></ul>performance targets.<ul><li>Foster a collaborative and high-performance culture within the team.</li></ul>&nbsp;6. Client Servicing:<ul><li>Ensure exceptional client servicing and prompt resolution of queries and</li></ul>escalations.<ul><li>Provide clients with regular investment performance reports and summaries.</li></ul>&nbsp;7. Compliance &amp; Reporting:<ul><li>Ensure all operations comply with regulatory requirements.</li><li>Prepare and present regular reports on departmental performance to senior management.</li></ul>Qualification:<ul><li>Education: Bachelor’s degree in Finance, Business Administration, or related field; MBA or equivalent advanced degree preferred.</li><li>Certifications: CFA, CFP, or equivalent designation is strongly preferred and a valid NISM Series V-A &amp; XA certifications (or ability to clear within 90 days).</li></ul>Experience:<ul><li>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.</li></ul>Skills and Competencies:<ul><li>Strong leadership and strategic planning capabilities, with the ability to manage complex client relationships with discretion and professionalism</li><li>Exceptional interpersonal and communication skills.</li><li>Analytical mindset with the ability to interpret market trends and financial data.</li><li>Extensive knowledge of wealth management products such as Mutual Funds, PMS, AIF, Unlisted Shares, and Structured Products.</li><li>Proficiency in wealth management software and CRM platforms.</li></ul>