Wealth Relationship Manager

1 years

0 Lacs

Posted:7 hours ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

💡 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

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