Wealth Partner

About Wealth Partner Role: As a wealth partner at Groww, you will be responsible for building and maintaining strong, long-term relationships with clients by understanding their financial needs, providing personalized advice, and recommending suitable investment strategies and products to achieve their financial goals. Your role will be pivotal to maximize asset retention and growth within the Groww’s wealth management services. Key Responsibilities: Client Relationship Management: Build and maintain strong and lasting relationships with customers, serving as a trusted wealth partner. Conduct in-depth needs assessments to understand clients' financial goals, risk tolerance, and investment horizon. Continue to cultivate relationships with potential clients through networking, referrals, and prospecting. Portfolio Management: Develop comprehensive financial plans aligned with client's individual needs, including asset allocation, investment recommendations, and tax strategies. Monitor client portfolios regularly, adjusting investments as necessary based on market conditions and client goals. Present investment options clearly and concisely, explaining risks and potential returns to clients. Required Skills and Qualifications: Customer obsession: Deep understanding of customer needs and ability to recommend products that align with those needs. Cross-functional and stakeholder management: Strong ability to work cross-functionally and with internal teams to ensure seamless execution of client requests and transactions. Financial Expertise: Strong understanding of financial markets, investment strategies, and wealth management products of Groww. Communication and Relationship Building: Excellent communication, interpersonal, and relationship-building skills. Sales and advisory experience: Track record in sales, advisory in the wealth management industry. Spotless ethics and commitment to client confidentiality. Relevant financial licenses and certifications would be helpful.

At Groww, we are committed to building wealth management on pillars of trust, exceptional service, and unmatched hospitality. Our goal is to focus on customers who are savvy investors and have funds but lack time to manage their wealth. Initially focussing on mutual fund investments, Groww wealth management app will offer multiple features such as curated MF portfolios to invest in along with other products, recommendations, wealth tracker, portfolio strategy, and actionable insights from "Wealth Partner", available in both digital and physical format.