Client Relationship Manager

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:

• NISM Series V-A (Mutual Fund Distributor) certification.
• Experience managing HNI or mass affluent client segments.
• Familiarity with goal-based financial planning frameworks.
• Prior exposure to CRM tools or advisor workflow platforms.