Job Description

Relationship Manager

Location: Pune

Reports to:
Wealth Manager

Experience:
1–3 years in financial services, investment advisory, or client-facing roles

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

About Scripbox Wealth Managers

• 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.

• 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

Client Engagement

• 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.

Ideal Candidate Profile

• 1–3 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.

What Scripbox Offers You

• A structured growth track within a high-performing advisory pod.
• On-the-job mentorship from experienced Wealth Managers.
• Exposure to real-world client engagement, financial planning, and advisory excellence.
• A purpose-driven culture that invests in people as much as portfolios.