Private Wealth Partner

Groww; Kolkata District; On-site; INR 5,000,000 - 7,500,000; Full time

Benefits offered by this job

Brand backing

Access to large customer base

Comprehensive product suite

Tech-enabled platform

Research support

Growth and learning

Performance incentives

Job summary

Groww is seeking experienced Wealth Partners to drive regional growth, expand HNI/UHNI client relationships, and offer comprehensive wealth solutions across the region.

The role targets mid-senior to leadership levels, with responsibilities scaled to experience and team leadership scope. A proven track record in building client portfolios and achieving AUM growth is essential for success.

Qualifications

• Proven ability to build and manage long-term relationships with HNI/UHNI clients.
• Track record of growing assets under management and revenue.

Responsibilities

• Drive regional business growth and achieve AUM and revenue targets.
• Acquire, manage, and grow HNI/UHNI client relationships and portfolios.
• Build and maintain a strong pipeline for client acquisition and revenue generation.
• Monitor sales performance and support the team in closing key opportunities.
• Deliver long-term client servicing with a customer-first approach.
• Partner with investment advisory, product, research, and operations teams.

Skills

Relationship building

AUM growth

Team leadership

Networking in wealth ecosystem

Job description

About Groww:

We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, every algorithm down to the tiniest detail is executed keeping the customers' needs and convenience in mind. Our people are our greatest strength. Everyone at Groww is driven by ownership, customer-centricity, integrity and the passion to constantly challenge the status quo.

Are you as passionate about defying conventions and creating something extraordinary as we are?

Our Vision

Every individual deserves the knowledge, tools, and confidence to make informed financial decisions. At Groww, we are making sure every Indian feels empowered to do so through a cutting-edge multi-product platform offering a variety of financial services. Our long-term vision is to become the trusted financial partner for millions of Indians.

Our Values

Our culture enables us to be what we are - India's fastest-growing financial services company. It fosters an environment where collaboration, transparency, and open communication take center-stage and hierarchies fade away. There is space for every individual to be themselves and feel motivated to bring their best to the table, as well as craft a promising career for themselves.

The values that form our foundation are:

• Radical customer centricity
• Ownership-driven culture
• Keeping everything simple
• Long-term thinking
• Complete transparency

About the Role

We are looking for experienced Wealth Partners to drive business growth, expand our HNI and UHNI client base, and deliver exceptional wealth solutions across the region. This is a single opening for professionals across mid-senior and leadership levels, with responsibilities scaled to experience and team leadership scope.

What You’ll Do

• Drive regional business growth and achieve AUM and revenue targets
• Acquire, manage, and grow HNI / UHNI client relationships and portfolios
• Build and maintain a strong pipeline for client acquisition and revenue generation
• Monitor sales performance and support the team in closing key opportunities
• Deliver long-term client servicing with a customer-first approach
• Partner with investment advisory, product, research, and operations teams
• Provide market insights and strategic inputs to senior leadership
• Lead, mentor, and grow a team of Relationship Managers / Wealth Managers (Team Lead / Leadership roles)
• Support hiring and scaling of the regional wealth team (Leadership roles)

We're Looking For

• 7+ years of experience in Wealth Management, Private Banking, or HNI/UHNI advisory
• Proven track record of AUM growth and HNI/UHNI client acquisition
• Minimum AUM of ₹60 Cr managed or contributed
• Strong understanding of Mutual Funds, PMS, AIF, Bonds, Unlisted Products, and other investment solutions
• Established network within the wealth management ecosystem
• Prior experience managing sales performance and teams (for leadership roles)

Key Competencies

• Client-First Mindset: Build long-term relationships over short-term product sales
• Business Leadership: Drive revenue, pipeline, and team performance
• Relationship Excellence: Strong client servicing and trust-building skills
• Strategic Thinking: Translate market insights into actionable growth plans
• Team Development: Mentor and scale high-performing teams

What We Offer

• Backing of a large, trusted brand with a strong customer base
• Access to Groww's large existing customer base for a consistent flow of qualified leads
• Comprehensive product suite: Mutual Funds, PMS, AIF, GIFT City products, Unlisted Opportunities, Bonds, and more
• Technology-driven platform: one unified client experience and AI-enabled tools that reduce operational workload
• Access to a strong research team with deep market insights
• High-growth environment with continuous learning and career development
• Competitive compensation with performance-linked incentives

Note: We are hiring people across the level from mid senior to leadership roles.