Company Description DreamLadder Capital is a Mumbai-based wealth management firm founded in 2018, focused on helping individuals, families, professionals, entrepreneurs, and NRIs build and preserve long-term wealth. The firm leverages over 25 years of institutional experience in equity research and financial markets, combining research, technology, and disciplined processes to simplify wealth creation.

Its advisory approach is rooted in asset allocation tailored to each client’s goals, time horizon, and risk appetite, supported by the proprietary digital platform Metta Money for portfolio tracking and consolidated reporting. DreamLadder Capital partners with leading institutions to offer a broad range of solutions, including mutual funds, PMS, AIFs, bonds, structured products, insurance, and legacy planning, and currently serves over 500 families across 12 countries. The firm’s culture is built on integrity, transparency, research-driven thinking, and a long-term, client-first perspective.

Role Description This is a full time, on-site Business Development / Wealth Advisory role based in Mumbai. The role involves identifying and engaging prospective clients, conducting discovery meetings to understand their financial goals, and presenting suitable wealth management solutions in line with DreamLadder Capital’s advisory philosophy.

Day-to-day responsibilities include lead generation, networking, and market outreach; conducting basic portfolio reviews; coordinating with internal research and operations teams; and ensuring timely follow-ups and high-quality service.



The role also requires using the Metta Money platform to help clients monitor their portfolios, preparing proposals and presentations, and maintaining accurate records of client interactions and business pipelines. In addition, the team member will participate in events, collaborate on marketing initiatives, and contribute to building long-term, trust-based client relationships.

Qualifications

- Candidates should possess strong analytical skills, including the ability to interpret financial data, assess investment options, and support asset allocation discussions.
- Candidates should possess excellent communication skills, with clear spoken and written abilities to explain financial concepts and build client trust.
- Candidates should possess proven lead generation capabilities, including networking, relationship-building, and proactive outreach to prospective clients.
- Candidates should possess market research skills to stay informed about products, regulatory changes, and macro trends relevant to wealth management.
- Candidates should possess customer service skills, with a client-first mindset focused on responsiveness, empathy, and long-term relationship management.
- A bachelor’s degree in finance, economics, business, or a related field is preferred; relevant certifications such as CFP, NISM, or other wealth advisory credentials are an added advantage.
- Prior experience in wealth management, financial advisory, banking, or investment products is beneficial, along with familiarity with mutual funds, PMS, AIFs, and insurance.

📌 Business Development / Wealth Advisory: Location - Mumbai
🏢 DreamLadder Capital
📍 Mumbai