Program Manager,
Advisory Ops Zomint | Chandigarh | Full time | 2-5 years
About Zomint
Zomint is building the default financial advisor for India’s mass affluent families, investors with Rs. 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. Our distribution is trust-led, built on top of the Bekifaayati community with 5M+ followers. We are early, which means real ownership, real ambiguity, and the opportunity to shape core systems from scratch. 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.
What you will work on
● Own the advisor-side funnel from lead qualification to advisor call completion to onboarding intent.
● Improve advisor call show-up rates, no-show tracking, reschedules, and recovery.
● Track advisor-wise productivity, call outcomes, conversion, follow-ups, and CRM hygiene.
● Identify funnel leakages by channel, advisor, time slot, lead quality, customer segment, and call type.
● Build lead qualification logic so high-intent clients appear for advisor calls.
● Own post-advisor-call engagement so interested clients do not drop before onboarding.
● Build playbooks for no-show recovery, interested lead follow-up, CRM updates, and advisor handoffs.
● Support advisor training using call audits, objection patterns, conversion data, and follow-up quality.
● Prepare daily and weekly business review inputs for leadership.
Zomint - Program Manager, Advisory Ops Role
Own the advisory operating system. At Zomint, advisory is not just a call. It is the start of trust. If the
📌 Program Manager (India)
🏢 Zomint
📍 India