Wealth Relationship Manager

💡 About Zomint

modern, no-fluff wealth advisory platform

SEBI-registered

🚀 Built by the Team Behind Bekifaayati

most trusted personal finance communities

• 40+ lakh subscribers

• Millions of monthly views

  , and
• A mission to make financial literacy simple, relatable, and jargon-free.

honest, human advice

🎯 The Role: Wealth Manager

Wealth Manager

What You’ll Do

• Portfolio Design:

  Build, review, and optimize MF-centric portfolios aligned to real-life goals, not just income brackets.

• Client Engagement:

  Lead onboarding calls, financial planning sessions, and reviews. Be the advisor clients trust, not avoid.

• Pure Advisory:

  Recommend what’s right, not what pays. No sales quotas, no commissions.

• Collaboration:

  Work with our tech, research, and content teams to deliver advice at scale.

✅ You Should Apply If You

• Have

  1-6 years of experience

  in wealth advisory, private banking, or financial planning.
• Have strong hands-on experience in

  Mutual Fund portfolios

  .
• NISM XA/XB / Registered RIA / MFD ARN is a plus.
• Can hold meaningful conversations with

  smart, busy, skeptical clients

  and turn them into believers.
• Are excited to

  build from the ground up

  , where your input directly shapes the product and experience.

💰 Compensation & Perks

• Competitive salary:

  we don’t lowball great talent.

• ESOPs

  for early team members.

• High growth potential:

  opportunity to lead a team as Zomint scales.

🌟 Why Join Zomint?

give advice that actually helps people

No more pitching ULIPs.

No more cold-call scripts.

we build trust, not traps

👥 Founding Team

• Shavir Bansal

  – IIM Calcutta alumnus | Ex-Kotak (Corporate & Investment Banking) | Founder, Bekifaayati (40+ lakh subscribers)

• Aman Mittal

  – IIT Delhi alumnus | Ex-Flipkart, Pine Labs, Ula | 14+ years in Fintech & E-commerce Product Leadership