Senior Wealth Advisor Location: Mohali (Work from Office) Experience: 2–6 Years
About Zomint Zomint is building India’s Default Financial Advisor, combining AI-powered research and portfolio monitoring with human expertise to help families make better long-term financial decisions across investments, insurance, tax, and financial planning.
Role Overview We’re looking for a Senior Wealth Advisor who can convert warm inbound leads into long-term clients while managing, mentoring, and improving the performance of a team of Wealth Advisors.
Key Responsibilities Client Conversion: Conduct discovery calls, understand client needs, address objections, and drive onboarding. Team Management: Guide and mentor Wealth Advisors, review calls, and help improve conversion rates. Sales Ownership: Track individual and team targets, pipeline health, follow-ups, and conversion metrics. Process Improvement: Identify funnel gaps and work with cross-functional teams to improve the client journey.
What We’re Looking For 2–6 years of experience in wealth management, financial advisory, fintech sales, or related financial services. Experience managing or mentoring a sales/advisory team. Strong consultative selling, communication, and client relationship skills. Good understanding of investments, SIPs, asset allocation, and financial planning.
Good to Have:NISM certification, experience handling HNI/mass-affluent clients, or working with wealth management startups. What Success Looks Like Consistently achieving individual and team conversion targets. Improving advisor productivity and conversion rates. Building trusted, long-term client relationships.