Client Success - Manager

<div class="sds-body-l-book sds-text-neutral-body sds-margin-bottom-16" style="font-family:DarwinSans, 'Noto Sans Variable';color:rgb(32,32,32);font-weight:400;font-size:16px;line-height:20px;">Job Description</div><div class="job-description-container" style="color:rgb(0,0,0);font-size:16px;"><div class="sds-body-m-book sds-text-neutral-title" style="font-family:DarwinSans, 'Noto Sans Variable';color:rgb(19,19,19);font-weight:400;font-size:14px;line-height:16px;"><p dir="ltr" style="margin-top:0pt;margin-bottom:0pt;line-height:1.38;text-align:center;"><br /></p><p dir="ltr" style="margin-top:0pt;margin-bottom:0pt;line-height:1.38;"></p><p dir="ltr" style="margin-top:0pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;color:rgb(0,0,0);background-color:transparent;font-weight:700;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;">About Company:</span></p><p style="margin-bottom:1rem;"><span style="font-family:Arial;background-color:transparent;color:rgb(0,0,0);font-size:12pt;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="margin-top:12pt;margin-bottom:12pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;color:rgb(0,0,0);background-color:transparent;font-variant:normal;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="margin-top:0pt;margin-bottom:0pt;line-height:1.38;"></p><hr style="border-width:1px 0px 0px;border-style:solid none none;border-color:rgb(19,19,19);" /><p style="margin-bottom:1rem;"></p><p dir="ltr" style="margin-top:0pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;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="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><span id="docs-internal-guid-93f0ee64-7fff-f93e-07b2-8ccf4424444a" style="font-family:DarwinSans, 'Noto Sans Variable';"><span style="font-family:Arial;font-size:12pt;background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;">We are looking for an experienced Investment Coach with strong, well-rounded mutual fund and portfolio advisory knowledge to manage high-value client relationships, conduct in-depth portfolio reviews, and drive significant investment growth. This role requires the ability to profile clients accurately, analyze portfolios and fund factsheets, and advise confidently across fund categories.</span></span></p><p style="margin-bottom:1rem;"><span><br /></span></p><p dir="ltr" style="margin-top:0pt;margin-bottom:0pt;line-height:1.38;"></p><hr style="border-width:1px 0px 0px;border-style:solid none none;border-color:rgb(19,19,19);" /><p style="margin-bottom:1rem;"></p><p dir="ltr" style="margin-top:0pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;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-top:0pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial, sans-serif;font-size:12pt;color:rgb(0,0,0);background-color:transparent;font-weight:700;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;"><br style="font-family:DarwinSans, 'Noto Sans Variable';" /></span></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><span style="font-family:DarwinSans, 'Noto Sans Variable';font-weight:bolder;"><span style="font-family:Arial;font-size:12pt;">Sales & Business Development</span></span></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><br style="font-family:DarwinSans, 'Noto Sans Variable';" /></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><span style="font-size:12pt;">Make 250+ dialed calls per day to potential and existing clients to generate leads and </span><span style="font-family:DarwinSans, 'Noto Sans Variable';font-size:12pt;">drive investment conversations.</span></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><span style="font-size:12pt;">Achieve approximately 3 hours of talk time daily.</span></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><span style="font-size:12pt;">Work towards monthly and quarterly business targets through proactive client</span></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><span style="font-size:12pt;">outreach.</span></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><span style="font-size:12pt;">Consistently follow up with prospects and clients to improve conversion.</span></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><span style="font-family:DarwinSans, 'Noto Sans Variable';font-weight:bolder;"><br /></span></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><span style="font-family:DarwinSans, 'Noto Sans Variable';font-weight:bolder;"><span style="font-family:Arial;font-size:12pt;">Client Engagement</span></span></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><br style="font-family:DarwinSans, 'Noto Sans Variable';" /></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><span style="font-size:12pt;">Build rapport with clients through confident, spontaneous, and clear communication.</span></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><span style="font-size:12pt;">Understand client requirements and represent them accurately to guide the</span></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><span style="font-size:12pt;">conversation.</span></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><span style="font-size:12pt;">Provide a positive, professional first point of contact for clients.</span></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><span style="font-size:12pt;">Ensure timely and professional resolution of basic client queries.</span></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><span style="font-family:DarwinSans, 'Noto Sans Variable';font-weight:bolder;"><br /></span></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><span style="font-family:DarwinSans, 'Noto Sans Variable';font-weight:bolder;"><span style="font-family:Arial;font-size:12pt;">Learning & Development</span></span></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><br style="font-family:DarwinSans, 'Noto Sans Variable';" /></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><span style="font-size:12pt;">Actively learn about mutual funds, investment products, and financial markets</span></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><span style="font-size:12pt;">through structured training.</span></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><span style="font-size:12pt;">Apply learnings from training to client conversations under guidance from seniors.</span></p><p dir="ltr" style="margin-top:0pt;margin-bottom:0pt;line-height:1.38;"></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"><span style="font-size:12pt;">Work towards and clear the NISM Series V-A certification within the required timeline.</span></p><p style="margin-bottom:1rem;"><span><br /></span></p><p dir="ltr" style="margin-top:0pt;margin-bottom:0pt;line-height:1.38;"></p><hr style="border-width:1px 0px 0px;border-style:solid none none;border-color:rgb(19,19,19);" /><p style="margin-bottom:1rem;"></p><p dir="ltr" style="margin-top:0pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;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-top:0pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial, sans-serif;font-size:12pt;color:rgb(0,0,0);background-color:transparent;font-weight:700;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;"><br style="font-family:DarwinSans, 'Noto Sans Variable';" /></span><span id="docs-internal-guid-db1413ce-7fff-b381-5159-3957fc4eec54"><span style="font-family:Arial;font-size:12pt;color:rgb(0,0,0);background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;">Bachelor's degree in Finance, Commerce, or a relevant discipline; a postgraduate qualification in Finance is an added advantage.</span></span></p><p dir="ltr" style="margin-top:0pt;margin-bottom:0pt;line-height:1.38;"><span><span style="font-family:Arial, sans-serif;font-size:11pt;color:rgb(0,0,0);background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;"><br style="font-family:DarwinSans, 'Noto Sans Variable';" /></span></span><span style="font-family:Arial;background-color:transparent;color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Minimum 3+ years of experience in sales and advisory roles within financial services, mutual funds, wealth management, or banking.</span></p><p dir="ltr" style="margin-top:0pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial, sans-serif;background-color:transparent;color:rgb(0,0,0);font-size:11pt;white-space:pre-wrap;"><br style="font-family:DarwinSans, 'Noto Sans Variable';" /></span><span style="font-family:Arial;background-color:transparent;color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Demonstrated experience in portfolio discussions, client profiling, and target-driven advisory sales</span></p><p dir="ltr" style="margin-top:0pt;margin-bottom:0pt;line-height:1.38;"></p><hr style="border-width:1px 0px 0px;border-style:solid none none;border-color:rgb(19,19,19);" /><p style="margin-bottom:1rem;"></p><p dir="ltr" style="margin-top:0pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;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 class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"></p><ul style="margin-bottom:0px;"><li dir="ltr" style="font-family:Arial, sans-serif;font-size:11pt;color:rgb(0,0,0);background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="font-family:DarwinSans, 'Noto Sans Variable';margin-top:12pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;">Excellent communication and consultative selling skills in English and Hindi.</span></p></li><li dir="ltr" style="font-family:Arial, sans-serif;font-size:11pt;color:rgb(0,0,0);background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="font-family:DarwinSans, 'Noto Sans Variable';margin-top:0pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;">Advanced mutual fund and market knowledge, including:</span></p><ul style="font-family:DarwinSans, 'Noto Sans Variable';"><li dir="ltr" style="font-family:Arial, sans-serif;list-style-type:circle;font-size:11pt;background-color:transparent;font-variant:normal;vertical-align:baseline;"><p dir="ltr" style="font-family:DarwinSans, 'Noto Sans Variable';margin-top:0pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;">Categories and sub-categories of mutual funds as per regulatory classification.</span></p></li><li dir="ltr" style="font-family:Arial, sans-serif;list-style-type:circle;font-size:11pt;background-color:transparent;font-variant:normal;vertical-align:baseline;"><p dir="ltr" style="font-family:DarwinSans, 'Noto Sans Variable';margin-top:0pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;">Client risk-profiling questions and frameworks.</span></p></li><li dir="ltr" style="font-family:Arial, sans-serif;list-style-type:circle;font-size:11pt;background-color:transparent;font-variant:normal;vertical-align:baseline;"><p dir="ltr" style="font-family:DarwinSans, 'Noto Sans Variable';margin-top:0pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;">Difference between arbitrage funds and hedge funds.</span></p></li><li dir="ltr" style="font-family:Arial, sans-serif;list-style-type:circle;font-size:11pt;background-color:transparent;font-variant:normal;vertical-align:baseline;"><p dir="ltr" style="font-family:DarwinSans, 'Noto Sans Variable';margin-top:0pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;">Portfolio analysis techniques (asset allocation, diversification, overlap analysis).</span></p></li><li dir="ltr" style="font-family:Arial, sans-serif;list-style-type:circle;font-size:11pt;background-color:transparent;font-variant:normal;vertical-align:baseline;"><p dir="ltr" style="font-family:DarwinSans, 'Noto Sans Variable';margin-top:0pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;">Reading and interpreting mutual fund factsheets.</span></p></li></ul></li><li dir="ltr" style="font-family:Arial, sans-serif;font-size:11pt;color:rgb(0,0,0);background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="font-family:DarwinSans, 'Noto Sans Variable';margin-top:0pt;margin-bottom:12pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;">Strong presentation, negotiation, and objection-handling skills for high-value conversations.</span></p></li><li dir="ltr" style="font-family:Arial, sans-serif;font-size:11pt;color:rgb(0,0,0);background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="font-family:DarwinSans, 'Noto Sans Variable';margin-top:12pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;">Proficiency in Microsoft Office tools and CRM systems.</span></p></li></ul><p style="margin-bottom:1rem;"><span><br /></span></p><p dir="ltr" style="margin-top:0pt;margin-bottom:0pt;line-height:1.38;"></p><hr style="border-width:1px 0px 0px;border-style:solid none none;border-color:rgb(19,19,19);" /><p style="margin-bottom:1rem;"><span><span style="font-family:Arial;font-size:12pt;color:rgb(0,0,0);background-color:transparent;font-weight:700;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;">Certifications:</span></span></p><p class="p1" style="font-family:Arial;margin:0px;font-variant:normal;font-size:11px;line-height:normal;color:rgb(0,0,0);"></p><ul style="margin-bottom:0px;"><li dir="ltr" style="font-family:Arial, sans-serif;font-size:11pt;color:rgb(0,0,0);background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="font-family:DarwinSans, 'Noto Sans Variable';margin-top:12pt;margin-bottom:12pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;">NISM Series V-A: Mutual Fund Distributors Certification is mandatory (certified candidates strongly preferred).</span></p></li><li dir="ltr" style="font-family:Arial, sans-serif;font-size:11pt;color:rgb(0,0,0);background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="font-family:DarwinSans, 'Noto Sans Variable';margin-top:12pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;">Additional certifications (e.g., NISM Series X-A/X-B for Investment Advisers, CFP) are a plus.</span></p></li></ul><p dir="ltr" style="margin-top:0pt;margin-bottom:0pt;line-height:1.38;"></p><hr style="border-width:1px 0px 0px;border-style:solid none none;border-color:rgb(19,19,19);" /><p style="margin-bottom:1rem;"></p><p style="margin-bottom:1rem;"><span style="font-family:Arial;background-color:transparent;color:rgb(0,0,0);font-size:12pt;font-weight:700;white-space:pre-wrap;">What We Offer :</span></p><p dir="ltr" style="margin-top:0pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial, sans-serif;font-size:12pt;color:rgb(0,0,0);background-color:transparent;font-weight:700;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;"><br style="font-family:DarwinSans, 'Noto Sans Variable';" /></span></p><p dir="ltr" style="margin-top:0pt;margin-bottom:0pt;line-height:1.38;"></p><ol style="margin-bottom:0px;"><li dir="ltr" style="font-family:Arial, sans-serif;font-size:12pt;color:rgb(0,0,0);background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="font-family:DarwinSans, 'Noto Sans Variable';margin-top:0pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;background-color:transparent;font-variant:normal;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="font-family:Arial, sans-serif;font-size:12pt;color:rgb(0,0,0);background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="font-family:DarwinSans, 'Noto Sans Variable';margin-top:0pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;background-color:transparent;font-variant:normal;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="font-family:Arial, sans-serif;font-size:12pt;color:rgb(0,0,0);background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="font-family:DarwinSans, 'Noto Sans Variable';margin-top:0pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;background-color:transparent;font-variant:normal;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="font-family:Arial, sans-serif;font-size:12pt;color:rgb(0,0,0);background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="font-family:DarwinSans, 'Noto Sans Variable';margin-top:0pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;background-color:transparent;font-variant:normal;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="font-family:Arial, sans-serif;font-size:12pt;color:rgb(0,0,0);background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="font-family:DarwinSans, 'Noto Sans Variable';margin-top:0pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;background-color:transparent;font-variant:normal;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="font-family:Arial, sans-serif;font-size:12pt;color:rgb(0,0,0);background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre;"><p dir="ltr" style="font-family:DarwinSans, 'Noto Sans Variable';margin-top:0pt;margin-bottom:0pt;line-height:1.38;"><span style="font-family:Arial;font-size:12pt;background-color:transparent;font-variant:normal;vertical-align:baseline;white-space:pre-wrap;">Comprehensive health benefits.</span></p></li></ol></div></div>