Private Wealth Partner

Groww

Mumbai

On-site

INR 6,000,000 - 18,000,000

Full time

6 hours ago
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Benefits offered by this job

Brand backing
Lead flow
Product suite access
Tech-enabled platform
Research support
Career development
Performance incentives

Job summary

Groww is seeking experienced Wealth Partners to drive regional growth, expand HNI/UHNI client base, and deliver comprehensive wealth solutions across the region. This is a single opening for mid-senior to leadership levels, with responsibilities scaled to experience and team leadership scope.

You will cultivate strong client relationships, build pipelines for revenue, and collaborate with advisory, product, research, and operations teams to deliver superior outcomes.

Qualifications

  • 8+ years in Wealth Management or related advisory roles.
  • Proven track record of AUM growth and HNI/UHNI client acquisition.
  • Min AUM of ₹80 Cr managed or contributed.
  • Strong knowledge of mutual funds, PMS, AIF, bonds, and unlisted products.
  • Established network in wealth management ecosystem.
  • Experience leading sales performance and teams for leadership roles.
  • Client-first mindset and long-term relationship focus.
  • Strategic thinking to translate market insights into growth plans.

Responsibilities

  • Drive regional business growth and achieve AUM and revenue targets.
  • Acquire, manage, and grow HNI/UHNI client relationships.
  • Build and maintain pipeline for client acquisition and revenue.
  • 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 leadership.
  • Lead and mentor a team of Relationship Managers / Wealth Managers.
  • Support hiring and scaling regional wealth team.

Skills

Wealth management
HNI/UHNI advisory
AUM growth
Sales leadership
Client-first mindset
Strategic thinking
Team development
Relationship building

Job description

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? Let's chat.

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
  • 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 opportunitiesDeliver 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)
What We're Looking For
  • 8+ 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 ₹80 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)
  • 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.

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