At Scripbox, we are a new-age, client-first wealth management firm committed to growing
with our clients-not just managing their wealth, but enabling their aspirations through intelligent advice, deep relationships, and a digital foundation that scales trust.As we scale our reach across India, we’re looking for dynamic relationship managers with expertise, empathy & integrity to help our clients grow their wealth and fulfill their life goals with confidence. We operate in an agile empower-team structure that enables speed, ownership, and personalized service at scale
Reports to
: Wealth Manager
Experience
: 1–5 years in financial services, investment advisory, or client-facing roles
Qualification:
MBA (or) M Com (or) CFA (or) any Post Graduate in FinanceRole OverviewAs a
Relationship Manager (RM)
, you will be an integral member of a client relationship team, working directly under a Wealth Manager. This role is designed as a launchpad for future Wealth Managers - giving you hands-on exposure to client management, financial planning, investment products, and personalized service, all within a structured learning environment.Key ResponsibilitiesClient Engagement
- Build and deepen relationships with an assigned book of high-value clients under the guidance of the Wealth Manager.
- Understand client goals, risk profiles, and investment preferences to deliver personalized advice.
- Regularly review portfolios and recommend rebalancing, upgrades, or new strategies in line with their financial journey.
- Prepare client briefs, review notes & performance reports for ongoing reviews and meetings.
- Ensure timely communication and updates to clients on key portfolio actions or changes.
- Get leads and references from clients and increase wallet share with them.
- Assist Wealth Managers with day-to-day client servicing, including follow-ups, queries, documentation, and appointment scheduling.
- Support the Wealth manager in constructing financial plans, evaluating product suitability, and conducting portfolio analysis for clients.
- Collaborate with internal teams (investment, operations, compliance) to fulfill client needs
- Develop familiarity with Scripbox’s advisory tools, risk assessment frameworks, and planning models.
Process, Documentation & Compliance
- Maintain accurate and up-to-date records of client interactions, tasks, and service history in the CRM.
- Learn and adhere to Scripbox’s protocols on ethical conduct and confidentiality.
- Adhere to the process set internally by Scripbox to comply with SEBI guidelines and regulatory framework.
Learning and Growth Pathway
- Actively participate in training sessions, knowledge-sharing discussions, and shadowing large investment opportunities.
- Set and track learning milestones in investment advisory, client engagement, and portfolio management.
- Work towards readiness to graduate into a Wealth Manager role over time.
Ideal Candidate Profile
- 1–4 years of experience in financial services, banking, or a client-focused role (internships included).
- Mandatory Requirement: The candidate should obtain certification of the NISM – Investment Advisor – Level XA & XB exams within 6 months of joining the company.
- Strong communication and interpersonal skills with a willingness to learn and grow.
- High attention to detail, client empathy, and process discipline.
- Analytical and process oriented and have the ability to prioritise deliverables
- Passionate about personal finance and building a long-term career in wealth management.
- Good knowledge of Indian Equity & Debt markets and the products available in Indian financial markets.
What Scripbox Offers You
- A structured growth track within a high-performing advisory pod.
- On-the-job mentorship from experienced Wealth Managers.
- Exposure to real-world client engagement, financial planning, and advisory excellence.
- A purpose-driven culture that invests in people as much as portfolios.
Skills
