Reports to: Head of Client Relationships

Experience: minimum 1012 years in wealth management or high-touch client advisory

Role Overview

As a Team Leader, you will be responsible for owning and growing a book of high-value clients, while also leading a team of Relationship Managers. YouÃ¢â‚¬â„¢ll combine personal client advisory with business & people leadership - mentoring your team, enforcing ScripboxÃ¢â‚¬â„¢s client-centric philosophy, driving growth for your team and ensuring consistent delivery of world-class service.

Key Responsibilities

Client Leadership

Personally manage a portfolio of high-value clients, offering tailored advice and long-term planning solutions.
Act as a senior advisor and escalation point within the team for complex client needs.
Collaborate with the investment and research teams to deliver optimal client outcomes.

Business leadership

Drive growth of your team as a business unit.
Identify opportunities and run growth experiments in consultation with Head of Client Relationships
Collaborate with client experience & new client acquisition teams to achieve growth objectives

Team Management & Team Coaching

Lead, mentor, and develop a team comprising RMs of different experience levels.
Conduct regular review sessions, skill training, and pipeline planning.
Foster a high-performance, client-obsessed culture within the team.

Process and Discipline

Ensure that the team follows advisory frameworks, SOPs, and internal service standards.
Drive usage of CRM tools and uphold data discipline.
Monitor activity metrics, client satisfaction, and revenue outcomes for the pod.

Compliance and Ethics

Be a champion of the Scripbox way of working with clients. Uphold ScripboxÃ¢â‚¬â„¢s standards of fiduciary responsibility and compliance.
Serve as the first line of oversight on risk, suitability, and advisory practices within the team.
Ensure adherence to SEBI/SEBI-RIA norms and internal compliance protocols.

Ideal Profile

1012 years of experience in wealth management, premium banking, or family office advisory.
Proven track record of managing high-value clients with high levels of trust and personalization.
Experience mentoring or managing team members.
Strong financial acumen and ability to simplify complex concepts for clients.
High emotional intelligence, ownership mindset, and a natural team builder.

What YouÃ¢â‚¬â„¢ll Get

Business ownership within a modern, empowered-team-based wealth management structure.
A supportive yet empowered culture focused on growth - for you, your team, and your clients.
Direct influence on the evolution of advisory excellence in India.

Applications closed