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 chance to shape core systems from scratch. We move fast, ship constantly, and expect the same from our team.
Role:
● 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
What we are looking for
● 2–5 years in wealth management, financial advisory, or a client-facing fintech role
● You have managed
📌 Relationship Manager (India)
🏢 Zomint
📍 India