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Client Relationship Manager
Zomint —Mohali, Punjab
- ₹30,000 - ₹55,000 a month
- Full-time
- Customer service
- Business development
- In-person
Quick apply
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Solution Designer
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Sales Development Manager-CA - Banca Alliance
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Client Relationship Manager

Zomint
Mohali, Punjab

Quick apply

Job details

Full-time
₹30,000 - ₹55,000 a month

Qualifications

Wealth management
Customer service
Business development
Customer relationship management
Banking

Full job description

About Zomint

Zomint is building the default financial advisor for India's mass affluent families, investors

with ₹15L–₹1Cr who are too complex for DIY apps, yet too small for private banking.

We are building a system-led wealth platform where AI handles research, monitoring, and

portfolio analysis, and human advisors step in for judgment and behaviour at the right

moments. The goal is consistent, long-term decision making, not short-term returns.

Our distribution is trust-led. Zomint is built on top of the Bekifaayati community with 5M+

followers, where users already engage with personal finance content and come in with

intent, not persuasion.

This is not a typical fintech app. We are building infrastructure for multi-decade financial

relationships across investments, insurance, tax, and planning.

We are early. Which means real ownership, real ambiguity, and the opportunity to shape

core systems from scratch. We move fast, ship constantly, and expect the same from our

team.

Why this role exists

Most wealth platforms optimise for acquisition. Very few invest in what happens after the

client signs up.

At Zomint, the relationship is the product. Clients stay because their RM understands their

life, not just their portfolio. They act on advice because someone they trust is explaining it to them, calmly, clearly, and without an agenda. We need someone who can own that relationship end to end. Not just handle queries. Not just schedule reviews. Actually own it, through market corrections, life events, SIP cancellations, and the moments where a client is about to make a decision they will regret.

What you will actually work on

● Own a book of 100-150 client families, be the first call for any financial question or life

event

● Lead client onboarding, collect goals, constraints, risk appetite, and set clear

expectations for the relationship

● Conduct scheduled review meetings; coordinate with the investment team to prep

recommendations beforehand

● Proactively reach out when market events, portfolio triggers, or client life changes

require a conversation

● Handle queries end to end, resolve directly or coordinate with advisory and ops, and

always close the loop

● Track relationship health: review completion, SIP continuity, response rates, and

escalation flags

● Drive organic growth within existing families, identify hooks across insurance, tax,

and estate planning

● Feed client signals back into product, what questions keep coming up, where clients

drop off, what they are confused by

Role

Own the relationship, not just the transaction. Zomint operates in a high-trust domain. A

missed check-in, a poorly explained recommendation, or a client who felt unheard can undo months of good advisory work. Relationship quality here is infrastructure, not a soft skill.

You will work directly with the founders and investment team, be embedded in client

workflows from day one, and have real ownership over outcomes, not just activities.

What we are looking for

● 2–5 years in wealth management, financial advisory, or a client-facing fintech role

● You have managed a book of clients, you know what it feels like to be responsible for

100 relationships simultaneously, not just one project at a time

● Naturally proactive, you reach out before clients do, not after

● Comfortable with numbers but your superpower is people, you can translate a

complex portfolio situation into a calm, clear conversation

● Enough product knowledge to explain a recommendation without handing off to an

advisor every time, working familiarity with MF categories, basic asset allocation, and

tax implications is sufficient

● Structured communicator, written and verbal; you document what you commit to

● High ownership mindset: you treat client outcomes as your responsibility, not a

shared one

Good to have

● NISM Series V-A (Mutual Fund Distributor) certification

● Experience managing HNI or mass affluent client segments

● Familiarity with goal-based financial planning frameworks

● Prior exposure to CRM tools or advisor workflow platforms

Pay: ₹30,000.00 - ₹55,000.00 per month

Work Location: In person

Quick apply

Refine Your Search

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