Responsibilities

Own a book of 100-150 client families and be the first call for any financial question or life event.
Lead client onboarding, collect goals, constraints, and 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 the product: what questions keep coming up, where clients drop off, and what they are confused by.
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.

Requirements

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

This job was posted by Amit Parkash from Zomint.

Client Relationship Manager

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