Be Part of a Transformation: Work with a company that is pioneering wealth management solutions in India.
Drive Impact: Play a critical role in enhancing the performance and efficiency of a key business channel.
Collaborate and Innovate : Be part of a vibrant culture that values teamwork, innovation, and professional growth.
Empower Financial Futures: Contribute to building meaningful financial outcomes for clients, shaping their wealth and life goals.
Grow with Us : Join a growing organization that values your skills, ideas, and career aspirations.

Candidate Profile

Experience : 7+ years in wealth management or related roles, including team management experience.

Qualifications : Bachelors degree (Finance/Economics preferred); advanced certifications like CFP/CFA Level 2 or 3 (preferred).

Role Summary

The Senior Relationship Manager oversees client portfolios and team performance, ensuring the delivery of exceptional financial guidance while driving business growth. This role involves managing high-value clients, mentoring Junior and Trainee RMs, and contributing to strategic initiatives.

Key Responsibilities

Client Portfolio Management

Act as the primary advisor for a portfolio of high-net-worth clients, delivering personalized financial solutions.
Conduct in-depth financial planning and asset allocation aligned with clients' long-term goals.
Address complex client scenarios, including market downturns and challenging situations.

Team Leadership

Mentor and guide Junior and Trainee RMs, fostering a culture of continuous learning and excellence.
Ensure team adherence to Scripboxs standards of reliability, credibility, and client intimacy.
Provide feedback and conduct regular performance reviews for team members.

Business Growth Strategy

Drive growth in Net AUA by increasing SOW with existing clients and acquiring referrals.
Lead initiatives to enhance client experience and operational efficiency.
Represent Scripbox at industry events, thought leadership forums, and client gatherings.

Skills Competencies

Deep expertise in financial planning, market dynamics, and client servicing.
Proven leadership and team management capabilities.
High emotional intelligence, empathy, and the ability to build trust with clients and team members.
Strategic mindset with a focus on business development and operational excellence.

Growth Path

Opportunities to advance into Regional Manager or leadership roles in Scripboxs wealth management division.

More Jobs at Thinci

Contact Center Associate

Bengaluru

4.0 - 6.0 yrs

INR 2 - 4 Lacs

Intern

Kochi, Chennai

Experience: Not specified

INR 1 - 3 Lacs

Growth Marketing Manager

Bengaluru

3.0 - 4.0 yrs

INR 8 - 12 Lacs

Team Leader – Branch Head

Chennai

10.0 - 12.0 yrs

INR 15 - 20 Lacs

Senior Relationship Manager - Wealth Manager

Chennai

6.0 - 8.0 yrs

INR 10 - 14 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Business Development Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Thinci

Login to

Please Verify Your Phone or Email

Confirm Action

Search

Profile

Upskill and Grow with AI

Senior Relationship Manager - Wealth Manager