Wealth Advisor

Zomint Tech; Sahibzada Ajit Singh Nagar; On-site; INR 1,000,000 - 2,000,000; Full time

Job summary

Zomint Tech in Sahibzada Ajit Singh Nagar is looking for an Investment Advisor/Wealth Advisor to engage with clients meaningfully. In this role, you'll transform warm leads into long-term clients through informative discovery calls, guiding prospective clients with their financial concerns and expectations.

The ideal candidate has 15+ years of experience in a client-facing financial services role, demonstrating strong listening and consultation skills. This is not just a sales role; it's about fostering long-term relationships based on trust and understanding.

Qualifications

• Experienced in wealth management or fintech sales with a strong conversion track record.
• Comfortable discussing financial topics with clients in a consultative manner.
• Ability to structure follow-through on leads and expectations.

Responsibilities

• Conduct inbound discovery calls with prospective clients.
• Guide leads through the onboarding process for Zomint services.
• Track call outcomes and conversion metrics meticulously.
• Re-engage clients who drop off during the onboarding process.

Skills

Client-facing experience

Strong listening skills

Financial literacy

Pipeline management

High energy

Education

15+ years in financial services

Tools

CRM familiarity

Job description

Investment Advisor / Wealth Advisor

About Zomint

Zomint is building the default financial advisor for India's mass affluent families, investors with 15L1Cr 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.

Why this role exists

Zomint has a strong inbound pipeline. Leads come in having already watched the content, read the articles, and decided they want better advice. The problem is not awareness. It is conversion.

A lead who books a discovery call is not yet a client. They have questions, doubts, a portfolio they are not sure about, and a partner who needs convincing. Turning that conversation into a signed onboarding requires someone who listens well, understands what they are actually worried about, and can make the path forward feel clear and safe.

This is not a cold-calling job. It is a warm-conversion job, and that distinction matters for the kind of person who will thrive here.

What you will actually work on

• Take inbound discovery calls with qualified leads, understand their financial situation, concerns, and goals, and walk them through how Zomint works
• Own the pipeline from first call to signed onboarding: follow up, handle objections, coordinate with ops for a smooth close
• Conduct need assessment conversations to gather the information our investment desk needs to build an accurate first plan
• Present Zomint's advisory proposition clearly: what we do, how we do it, why it is different, and what a client can expect in year one and year five
• Re-engage leads who dropped off, identify why, address the gap, and bring them back into the funnel
• Track your pipeline rigorously: call outcomes, conversion rates, drop-off reasons, and time to close
• Feed signal back into the team on what objections keep coming up, what questions the content is not answering, and where the funnel leaks

Role (Investment Expert / Wealth Advisor)

Convert warm leads into long-term clients. You will not build the portfolio; that is our investment desk. Your job is to make sure the right people join Zomint and that they join with the right expectations.

The discovery call is the most important touchpoint in the client journey. Done well, it builds the foundation for a relationship that lasts decades. Done poorly, it loses someone who was already convinced. You own that call.

What we are looking for

25 years in a client-facing financial services role: wealth management, bancassurance, financial advisory, or fintech sales.

Proven track record of converting prospects in a consultative, not transactional, sales environment.

Strong listener; you ask better questions than you give answers, and you can diagnose what a client actually needs versus what they say they want.

Comfortable having money conversations with strangers, discussing portfolio size, debt, family goals, and financial anxiety without making it awkward.

Enough financial literacy to have a credible conversation. You do not need to recommend funds, but you need to understand what a SIP is, why asset allocation matters, and what a client means when they say they want "safe" investments.

Structured follow-through; you track every lead, every call outcome, and every commitment you make.

High energy, low ego. You thrive on volume and consistency, not one big deal every quarter.

Good to have

• NISM Series V-A (Mutual Fund Distributor) certification
• Experience working with mass affluent or HNI clients (15L5Cr investable assets)
• Familiarity with a CRM; you have managed a pipeline before, not just a call list
• Prior experience at a wealth management startup or advisory firm where the product was advice, not a product

Our culture

We treat culture as an operating system. We prioritise correctness, clarity, and decision-utility over speed. We expect people to state explicit assumptions and back claims with data. Beyond that, we value three traits above all:

High agency: take initiative without waiting for a playbook. Bend reality to solve problems independently.

High energy: bring intensity and urgency to every task. Momentum compounds.

Taste: every touchpoint, from our advisory UI to a client WhatsApp message, must feel polished, hone