Job description
Role Overview
As 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 Responsibilities
Client Engagement
- Build and deepen relationships with an assigned book of 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 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.
- 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
- 13 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.