Associate Relationship manager

<p><b><span style="font-family:'Times New Roman';font-size:14px;">About Scripbox:</span></b></p><p><span style="font-family:'Times New Roman';font-size:14px;">At Scripbox, we are a new-age, client-first wealth management firm committed to growing with our clients and managing over Rs 20,000 Crs of Assets under Advice. Not just managing their wealth, but enabling their aspirations through intelligent advice, deep relationships and helping them achieve their financial well being. As we scale our reach across India, we’re looking for dynamic relationship managers with expertise, empathy & integrity to help our clients grow their wealth and fulfill their life goals with confidence. We operate in an agile empower-team structure that enables speed, ownership, and personalized service at scale.</span></p><p><b><span style="font-family:'Times New Roman';font-size:14px;">Role Overview :</span></b></p><p><span style="font-family:'Times New Roman';font-size:14px;">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.</span></p><p><b><span style="font-family:'Times New Roman';font-size:14px;">Key Responsibilities</span></b></p><p><b><span style="font-family:'Times New Roman';font-size:14px;">Client Engagement</span></b></p><p><span style="font-family:'Times New Roman';font-size:14px;">● Build and deepen relationships with an assigned book of clients under the guidance of the Wealth Manager.</span></p><p><span style="font-family:'Times New Roman';font-size:14px;">● Understand client goals, risk profiles, and investment preferences to deliver personalized advice.</span></p><p><span style="font-family:'Times New Roman';font-size:14px;">● Regularly review portfolios and recommend rebalancing, upgrades, or new strategies in line with their financial journey.</span></p><p><span style="font-family:'Times New Roman';font-size:14px;">● Prepare client briefs, review notes for ongoing reviews and meetings.</span></p><p><span style="font-family:'Times New Roman';font-size:14px;">● Ensure timely communication and updates to clients on key portfolio actions or changes.</span></p><p><span style="font-family:'Times New Roman';font-size:14px;">● Get leads and references from clients and increase wallet share with them.</span></p><p><span style="font-family:'Times New Roman';font-size:14px;">● Collaborate with internal teams (investment, operations, compliance) to fulfill client needs.</span></p><p><span style="font-family:'Times New Roman';font-size:14px;">● Develop familiarity with Scripbox’s advisory tools, risk assessment frameworks, and planning models.</span></p><p><b><span style="font-family:'Times New Roman';font-size:14px;">Process, Documentation & Compliance</span></b></p><p><span style="font-family:'Times New Roman';font-size:14px;">● Maintain accurate and up-to-date records of client interactions, tasks, and service history in the CRM.</span></p><p><span style="font-family:'Times New Roman';font-size:14px;">● Learn and adhere to Scripbox’s protocols on ethical conduct and confidentiality.</span></p><p><span style="font-family:'Times New Roman';font-size:14px;">● Adhere to the process set internally by Scripbox to comply with SEBI guidelines and regulatory framework.</span></p><p><b><span style="font-family:'Times New Roman';font-size:14px;">Learning and Growth Pathway</span></b></p><p><span style="font-family:'Times New Roman';font-size:14px;">● Actively participate in training sessions, knowledge-sharing discussions, and shadowing large investment opportunities.</span></p><p><span style="font-family:'Times New Roman';font-size:14px;">● Set and track learning milestones in investment advisory, client engagement, and portfolio management.</span></p><p><span style="font-family:'Times New Roman';font-size:14px;">● Work towards readiness to graduate into a Wealth Manager role over time.</span></p><p><b><span style="font-family:'Times New Roman';font-size:14px;">Skills & Qualifications:</span></b></p><p><span style="font-family:'Times New Roman';font-size:14px;">● 1 –3 years of experience in financial services, banking, or a client-focused role.</span></p><p><span style="font-family:'Times New Roman';font-size:14px;">● Mandatory Requirement: The candidate should obtain certification of the NISM – Investment Advisor – Level XA & XB exams within 6 months of joining</span></p><p><span style="font-family:'Times New Roman';font-size:14px;">the company.</span></p><p><span style="font-family:'Times New Roman';font-size:14px;">● Strong communication and interpersonal skills with a willingness to learn and grow</span></p><p><span style="font-family:'Times New Roman';font-size:14px;">● High attention to detail, client empathy, and process discipline.</span></p><p><span style="font-family:'Times New Roman';font-size:14px;">● Analytical and process oriented and have the ability to prioritise deliverables</span></p><p><span style="font-family:'Times New Roman';font-size:14px;">● Passionate about personal finance and building a long-term career in wealth management.</span></p><p><span style="font-family:'Times New Roman';font-size:14px;">● Good knowledge of Indian Equity & Debt markets and the products available in Indian financial markets.</span></p><p><b><span style="font-family:'Times New Roman';font-size:14px;">What Scripbox Offers You</span></b></p><p><span style="font-family:'Times New Roman';font-size:14px;">● A structured growth track within a high-performing advisory pod.</span></p><p><span style="font-family:'Times New Roman';font-size:14px;">● On-the-job mentorship from experienced Wealth Managers.</span></p><p><span style="font-family:'Times New Roman';font-size:14px;">● Exposure to real-world client engagement, financial planning, and advisory excellence.</span></p><p><span style="font-family:'Times New Roman';font-size:14px;">● A purpose-driven culture that invests in people as much as portfolios.</span></p>