zomint
Website:
zomint.com
Job details:
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.
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
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
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