Associate Client Success Partner

<p dir="ltr" style="line-height:1.38;text-align:center;margin-top:0pt;margin-bottom:0pt;"></p><p></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:12pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;">About Company:</span></p><p><b style="font-weight:normal;"><br /></b></p><p dir="ltr" style="line-height:1.38;margin-top:12pt;margin-bottom:12pt;"><span style="font-size:12pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;">Scripbox is a leading wealth management company with over 14 years of expertise and more than ₹23,000 crore in assets under management (AUM). We offer a comprehensive suite of wealth management solutions, including Mutual Fund Services (MFS), Registered Investment Advisor (RIA), and Portfolio Management Services (PMS), helping clients achieve their long-term financial goals.</span></p><p dir="ltr" style="line-height:1.38;margin-top:12pt;margin-bottom:12pt;"><span style="font-size:12pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;">As part of our growth journey, Scripbox has successfully acquired and integrated 10 companies since 2021, expanding our presence across eight office locations. Backed by Series D funding, we continue to scale rapidly, strengthen our wealth management capabilities, and deliver innovative, client-centric investment solutions across India.</span></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"></p><hr /><p></p><p dir="ltr" style="margin:0pt 0px;line-height:1.38;"><span style="font-size:12pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;font-weight:700;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;">Role Overview:</span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">We are looking for confident, quick-thinking individuals to join Scripbox as Investment </span><span style="font-size:12pt;">Coach. This role is ideal for freshers or candidates with up to 1 year of experience who are </span><span style="font-size:12pt;">eager to build a career in wealth management and financial services. No prior mutual fund </span><span style="font-size:12pt;">knowledge is required — we will train you and support you in obtaining your NISM Series </span><span style="font-size:12pt;">V-A certification.</span></p><p><br /></p><p dir="ltr" style="margin:0pt 0px;line-height:1.38;"></p><hr /><p></p><p dir="ltr" style="margin:0pt 0px;line-height:1.38;"><span style="font-size:12pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;font-weight:700;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;">Key Responsibilities:</span></p><p dir="ltr" style="margin:0pt 0px;line-height:1.38;"><span style="font-size:12pt;font-family:Arial, sans-serif;color:rgb(0,0,0);background-color:transparent;font-weight:700;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;"><br /></span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-weight:bolder;"><span style="font-family:Arial;font-size:12pt;">Sales & Business Development</span></span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><br /></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">Make 250+ dialed calls per day to potential and existing clients to generate leads and </span><span style="font-size:12pt;">drive investment conversations.</span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">Achieve approximately 3 hours of talk time daily.</span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">Work towards monthly and quarterly business targets through proactive client</span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">outreach.</span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">Consistently follow up with prospects and clients to improve conversion.</span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-weight:bolder;"><br /></span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-weight:bolder;"><span style="font-family:Arial;font-size:12pt;">Client Engagement</span></span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><br /></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">Build rapport with clients through confident, spontaneous, and clear communication.</span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">Understand client requirements and represent them accurately to guide the</span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">conversation.</span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">Provide a positive, professional first point of contact for clients.</span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">Ensure timely and professional resolution of basic client queries.</span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-weight:bolder;"><br /></span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-weight:bolder;"><span style="font-family:Arial;font-size:12pt;">Learning & Development</span></span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><br /></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">Actively learn about mutual funds, investment products, and financial markets</span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">through structured training.</span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">Apply learnings from training to client conversations under guidance from seniors.</span></p><p dir="ltr" style="margin:0pt 0px;line-height:1.38;"></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">Work towards and clear the NISM Series V-A certification within the required timeline.</span></p><p><br /></p><p dir="ltr" style="margin:0pt 0px;line-height:1.38;"></p><hr /><p></p><p dir="ltr" style="margin:0pt 0px;line-height:1.38;"><span style="font-size:12pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;font-weight:700;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;">Qualification:</span></p><p dir="ltr" style="margin:0pt 0px;line-height:1.38;"><span style="font-size:12pt;font-family:Arial, sans-serif;color:rgb(0,0,0);background-color:transparent;font-weight:700;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;"><br /></span><span style="font-family:Arial;font-size:12pt;background-color:transparent;color:rgb(0,0,0);">Bachelor's degree in Finance or any relevant discipline. Candidates from other </span><span style="font-family:Arial;font-size:12pt;background-color:transparent;color:rgb(0,0,0);">educational backgrounds with an aptitude for sales are welcome to apply.</span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">Freshers to candidates with up to 1 year of experience in sales, telecalling, customer</span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">service, or a related field.</span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">Prior experience in financial services is a plus but not required.</span></p><p dir="ltr" style="margin:0pt 0px;line-height:1.38;"></p><hr /><p></p><p dir="ltr" style="margin:0pt 0px;line-height:1.38;"><span style="font-size:12pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;font-weight:700;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;">Skills:</span></p><p dir="ltr" style="margin:0pt 0px;line-height:1.38;"><span style="font-size:12pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;font-weight:700;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;"><br /></span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">Excellent communication skills in English and Hindi.</span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">Confidence and spontaneity — ability to think on your feet and respond naturally to </span><span style="font-size:12pt;">client questions without a rigid script.</span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">Strong listening skills and a genuine interest in learning about finance and</span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">investments.</span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">Basic proficiency in Microsoft Office tools (Excel, Word, PowerPoint).</span></p><p dir="ltr" style="margin:0pt 0px;line-height:1.38;"></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">Comfortable working in a high-volume, target-driven calling environment.</span></p><p><br /></p><p dir="ltr" style="margin:0pt 0px;line-height:1.38;"></p><hr /><p><span style="font-size:12pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;font-weight:700;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;">Certifications:</span></p><p class="p1" style="margin:0px;font-style:normal;font-variant:normal;font-size:11px;line-height:normal;font-family:Arial;color:rgb(0,0,0);"><span style="font-family:Arial;font-size:12pt;">Willingness to take up and clear the NISM Series V-A (Mutual Fund Distributors) </span><span style="font-size:12pt;">certification within the required timeline is mandatory.</span></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"></p><hr /><p></p><p><span style="background-color:transparent;color:rgb(0,0,0);font-family:Arial;font-size:12pt;font-weight:700;white-space:pre-wrap;">What We Offer :</span></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:12pt;font-family:Arial, sans-serif;color:#000000;background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;"><br /></span></p><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"></p><ol style="margin-top:0;margin-bottom:0;"><li dir="ltr" style="list-style-type:decimal;font-size:12pt;font-family:Arial, sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:12pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;">Competitive salary with comprehensive benefits, including NPS, gratuity, and performance-based rewards that recognize your skills and contributions.</span></p></li><li dir="ltr" style="list-style-type:decimal;font-size:12pt;font-family:Arial, sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:12pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;">Performance-based variable pay and incentive programs (role-based), along with additional function-specific benefits where applicable.</span></p></li><li dir="ltr" style="list-style-type:decimal;font-size:12pt;font-family:Arial, sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:12pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;">Flexible work policies that support work-life balance while enabling collaboration and productivity.</span></p></li><li dir="ltr" style="list-style-type:decimal;font-size:12pt;font-family:Arial, sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:12pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;">Annual learning and development allowance to support your professional growth, continuous learning, and upskilling.</span></p></li><li dir="ltr" style="list-style-type:decimal;font-size:12pt;font-family:Arial, sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:12pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;">Clear career progression opportunities with exposure to challenging, high-impact work in a collaborative, inclusive, and innovation-driven environment.</span></p></li><li dir="ltr" style="list-style-type:decimal;font-size:12pt;font-family:Arial, sans-serif;color:#000000;background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="line-height:1.38;margin-top:0pt;margin-bottom:0pt;"><span style="font-size:12pt;font-family:Arial;color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap;">Comprehensive health benefits.</span></p></li></ol>