Client Relationship Manager (Chandigarh)

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 valuable 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. This job was posted by Amit Parkash from Zomint. .