Senior Relationship Manager - UHNI
Description
About Company:
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.
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.
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:
● Build and deepen relationships with new clients and onboard them onto the wealth management book. ● 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.
Skills:
● 5 + 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.
Certifications:
NISM – Investment Advisor – Level XA & XB
What We Offer :
Competitive salary with comprehensive benefits, including NPS, gratuity, and performance-based rewards that recognize your skills and contributions.
Performance-based variable pay and incentive programs (role-based), along with additional function-specific benefits where applicable.
Flexible work policies that support work-life balance while enabling collaboration and productivity.
Annual learning and development allowance to support your professional growth, continuous learning, and upskilling.
Clear career progression opportunities with exposure to challenging, high-impact work in a collaborative, inclusive, and innovation-driven environment.
Comprehensive health benefits.