Program Manager

Program Manager, Advisory Ops

About Zomint
Zomint is building the default financial advisor for Indias mass affluent families, investors with Rs. 15L-1Cr 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.
Our distribution is trust-led, built on top of the Bekifaayati community with 5M+ followers. We are early, which means real ownership, real ambiguity, and the opportunity to shape core systems from scratch.
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.

What you will work on

• Own the advisor-side funnel from lead qualification to advisor call completion to onboarding intent.

• Improve advisor call show-up rates, no-show tracking, reschedules, and recovery.

• Track advisor-wise productivity, call outcomes, conversion, follow-ups, and CRM hygiene.

• Identify funnel leakages by channel, advisor, time slot, lead quality, customer segment, and call type.

• Build lead qualification logic so high-intent clients appear for advisor calls.

• Own post-advisor-call engagement so interested clients do not drop before onboarding.

• Build playbooks for no-show recovery, interested lead follow-up, CRM updates, and advisor handoffs.

• Support advisor training using call audits, objection patterns, conversion data, and follow-up quality.

• Prepare daily and weekly business review inputs for leadership.

Role

Own the advisory operating system.
At Zomint, advisory is not just a call. It is the start of trust. If the client does not show up, we lose the opportunity. If the call happens but the follow-up is weak, we lose intent. If the CRM is messy, the team loses control. You should be equally comfortable building a dashboard, auditing CRM hygiene, pushing advisors on follow- ups, diagnosing a conversion dip, coordinating with product, and walking into a business review with a clear point of view.

What we are looking for
- 2-5 years in business operations, program management, sales operations, growth operations, founder's office, or high-velocity operations.

• Strong data mindset; comfort with funnels, cohorts, dashboards, sheets, and root-cause analysis.
• High ownership; you do not stop at reporting that a metric is down, you figure out why and push the fix.
• Strong execution muscle; you follow through on owners, actions, timelines, and closures.
• Comfort with ambiguity, messy data, changing processes, and fast-moving teams.
• Ability to work cross-functionally with advisors, support, acquisition, client ops, product, and leadership.
• Strong communication; you can explain a messy funnel problem clearly and crisply.
• Strong process thinking; you can turn repeated issues into SOPs, playbooks, and checklists.
• Low ego, high agency, and the ability to confront execution gaps directly.
• Knowledge of wealth, personal finance, mutual funds, investments, or markets is a strong plus.

Good to have

• Experience managing advisor, counsellor, sales, consultation, or high-intent customer funnels.
• Experience with CRM systems, lead stages, call dispositions, follow-up tracking, and dashboards.
• Comfort with SQL, Metabases, Retool, advanced Excel/Sheets, or similar tools.
• Prior exposure to fintech, wealth tech, financial services, advisory, or investment workflows.
• Experience running daily business reviews or weekly operating reviews.