Develop strategies to strengthen the RM channel, focusing on scaling operations, improving productivity, and enhancing client acquisition and retention.
Collaborate with the Managing Partner to identify growth opportunities and implement initiatives to capture these opportunities effectively.
Monitor and evaluate the performance of the RM channel, ensuring alignment with the companyÃ¢â‚¬â„¢s overall goals and growth agenda.

Design and develop digital tools and resources to empower RMs to deliver outstanding customer experiences.
Work closely with technology and operations teams to create intuitive and efficient systems that streamline RM workflows.
Ensure these tools are updated and aligned with evolving customer needs and market dynamics.

Organize regular training programs for RMs to enhance their understanding of financial products, digital tools, and client engagement techniques.
Develop training materials and sessions tailored to various levels of RM expertise, fostering a culture of continuous learning.
Incorporate feedback from RMs to refine and optimize training content and delivery.

Create comprehensive process notes, operations manuals, and support documentation for the RM channel.
Establish and maintain robust workflows to ensure operational efficiency and compliance with industry standards.
Deliver high-quality presentations, reports, and materials to support channel initiatives and stakeholder communication.

Develop and implement a robust Management Information System (MIS) to track channel performance metrics, identify trends, and provide actionable insights.
Regularly monitor and share insights from the MIS to drive data-driven decision-making and strategy refinement.

Design and implement systems to monitor and enhance client satisfaction within the RM channel.
Collect and analyze customer feedback, identifying areas of improvement and ensuring timely resolution of concerns.
Build initiatives to deepen client relationships and enhance the overall customer experience.

Act as a bridge between the RM channel and other internal departments, ensuring seamless collaboration and information flow.
Assist the Managing Partner in executing strategic projects, preparing reports, and monitoring progress across various initiatives.
Foster a culture of teamwork and shared goals within the RM channel.

A MasterÃ¢â‚¬â„¢s degree in Finance or a related field, with a strong academic background and a research-oriented mindset.

Extensive experience in mutual fund operations, sales, and processes.
A deep understanding of the financial markets, particularly mutual funds and related savings products.
Familiarity with the digital infrastructure in the financial services industry, including CRM tools, MIS systems, and digital sales platforms.

Strong analytical and problem-solving skills, with a keen ability to identify opportunities and implement effective solutions.
Excellent communication and presentation skills, capable of delivering impactful training sessions and preparing high-quality materials.
A self-driven, disciplined, and adaptive individual with a growth mindset.
Proven ability to work collaboratively across teams and manage multiple stakeholders effectively.
A customer-first approach with a strong emphasis on client satisfaction and relationship-building.

Ability to work independently, set priorities, and achieve objectives with minimal supervision.
Consistently demonstrates a high level of discipline in executing tasks and meeting deadlines.

Open to feedback and continuous learning, with a willingness to adapt to changing circumstances and priorities.
Proactive in seeking knowledge and staying updated on industry trends and best practices.

A strong foundation in financial products and mutual fund operations, with the ability to translate complex concepts into actionable strategies.
Demonstrates a research-oriented approach to problem-solving and decision-making.

At Scripbox, we are redefining the way India invests. By joining us, youÃ¢â‚¬â„¢ll have the opportunity to:

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.

Applications closed