Wealth Advisor

Responsibilities:

  • 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.


Requirements:

  • 2-5 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 (15L-5Cr 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.
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