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Business Development - Head

Ladderup Wealth Management Private Limited
Mumbai, Konkan (IN)
In line with Industry
Closing date
Jun 12, 2024

Roles & Responsibilities:

Since the candidate will be managing a team, these will be the broader functions that will form a part of the profile:

  • Hiring and building up the team to 20 members over the next two years.
  • Ensuring the team members scale up to being high quality wealth managers.
  • Training and development of the team.
  • Responsible for the profitability of the team.

Business Plan and Strategy

  • Building the business plan and strategies, taking into consideration parameters like; sales executive, clients, assets under management, etc
  • Discussing the same with the senior stake holders, incorporating the recommendation and suggestion and finalizing the plan.
  • Discussion of the plan and allocation of the targets to the team members
  • Monitoring the plan on a regular basis & ensuring that the plan is on track.
  • Responsible for the profit and loss and the balance sheet of the segment

Team Building

  • Responsible for hiring of junior wealth managers.
  • Induction of the new members and on-going training of the existing team members
  • Monitoring of the team on a day-to-day basis
  • Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM.
    • Discussion with the team regarding exploring existing client base.
    • Prospect new client relationships by engaging in multiple activities like referrals, social networking, utilizing social platforms, attending conferences, etc.
  • Accompanying the team members for the client visits and helping them in closing new client accounts
  • Maintaining a log of client concerns or feedback and evaluate them for better success rates.
  • Achieve budgeted targets in terms of number of clients / volume of business & assets.


  • Building the training module and the training formats for the team:
    • New recruits
    • Existing team members
  • Evaluate the strength and the weaknesses of each of the members and accordingly alter the training modules or the sessions.
  • Training session should cover topics like:
    • Investment Policy Statement
    • Investment Products
    • Financial markets and various terminologies
    • Proud Portfolio
    • Sales training – cold calling, putting out sales proposition, highlight the company’s strengths and points of distinction etc.
  • Conduct atleast 5 – 6 sessions in a month or more as per the requirements of the team
  • Help each and every team member to scale up as an independent wealth manager over a span of 1 – 2 years

Ensure ongoing self-development

Keep yourself and the team updated with latest market information, prevailing Economic Trends, Industry news, Product level developments, Competitor products etc. Your aim should always be to become the best version of yourself and ensure that the members become high quality Wealth Manager over years.


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