Relationship Manager

About Company:

Scripbox is a high-growth wealth management company with over 14 years of

industry expertise and more than ₹20,000 + crore in assets under management

(AUM). The company has built one of India’s leading wealth management platforms by offering a unique combination of Mutual Fund Services (MFS), Registered Investment Advisor (RIA) and Portfolio Management Services (PMS). Since 2020, Scripbox has successfully acquired and integrated 10 companies as part of its coregrowth strategy, strengthening its presence across eight office locations. Backed by Series D funding, the company continues to scale rapidly and expand its client engagement and wealth management capabilities.

Role Overview:

As a Relationship Manager (RM), you will be an integral member of a client relationship team. You should have experience in 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.
• 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.
  
  

Qualification:

MBA (or) M Com (or) any Post Graduate in Finance

Skills:

• 4-5 years of experience in financial services as a wealth manager or a RM. AMC
  
  

experience.

• Mandatory Requirement: The candidate is NISM VA certified and XA,XB CERTIFIED.
• 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,capital markets and interested in building a long-term
  
  

career in wealth management.

• Good knowledge of Indian Equity & Debt markets and the products available
  
  

in Indian financial markets.

Certifications:

• NISM V, XA, XB
  
  

What We Offer :

• Competitive salary & benefits that recognise your skills and contributions.
• Annual learning and development allowance to support your professional growth and upskilling.
• Clear career progression opportunities with exposure to challenging and impactful work.
• A collaborative, inclusive, and flexible work environment that encourages innovation, ownership, and continuous learning.