Wealth Relationship Manager

Role Overview: Zomint is seeking a Wealth Manager to revolutionize the landscape of wealth advisory in India. As a Wealth Manager at Zomint, you will have the opportunity to provide genuine advice, tailor strategies, and make a real impact on the financial well-being of clients. The culture at Zomint is centered around offering authentic guidance, creating personalized portfolios, and fostering long-term relationships built on trust. Key Responsibilities: - Design and optimize Mutual Fund-centric portfolios that are in line with clients" real-life financial aspirations, focusing on goals rather than just income brackets. - Engage with clients through onboarding calls, financial planning sessions, and reviews to establish yourself as a trusted advisor that clients can rely on. - Collaborate closely with the tech, research, and content teams to ensure the delivery of scalable advice to clients. Qualifications Required: - Possess 1-6 years of experience in wealth advisory, private banking, or financial planning. - Demonstrate a strong practical understanding of Mutual Fund portfolios. - Holding certifications like NISM XA/XB, Registered RIA, or MFD ARN would be advantageous. - Ability to engage in meaningful conversations with discerning clients and effectively convey the value of the advice provided. - Enthusiasm for contributing to the foundational growth of a company, where your insights directly influence product development and user experience. Additional Company Details: Zomint is a modern wealth advisory platform established by the founders of Bekifaayati, a reputable personal finance community in India. With a subscriber base of over 40 lakh and a commitment to simplifying financial literacy, Zomint aims to offer honest and human-centric financial advice to its clients. The company values trust over transactions, prioritizing genuine relationships and impactful guidance. Note: Compensation details and perks such as a competitive salary, ESOPs for early team members, and significant growth opportunities are also highlighted in the job description. Join Zomint to fulfill your potential and provide meaningful advice that truly benefits individuals seeking financial guidance.,