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
