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 quick, 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.

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 are we 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, transparent 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 Our Culture We treat culture as an operating system. We prioritise correctness, clarity, and decision-utility over speed. We expect people to state explicit assumptions and back claims with data. Beyond that, we value three traits above all:

High agency: take initiative without waiting for a playbook. Bend reality to solve problems independently.

High energy: bring intensity and urgency to every task. Momentum compounds.

Taste: every touchpoint, from our advisory UI to a client WhatsApp message, must feel polished, honest, and trustworthy.

📌 Relationship Manager(wealth & investment) (Chandigarh)
🏢 Zomint
📍 Chandigarh