Associate Client Successive Partner

Darwinbox Digital Solutions Pvt. Ltd.; Bengaluru; On-site; INR 300,000 - 540,000; Full time

Benefits offered by this job

NPS

Gratuity

Performance-based rewards

Flexible work policies

Learning and development allowance

Career progression

Job summary

Scripbox is a leading wealth management company seeking Investment Coaches to train and grow careers in financial services. Freshers or candidates with up to 1 year of sales experience are welcome, with training and support to achieve the NISM Series V-A certification.

The role emphasizes high-volume calling, client interaction, and opportunity to contribute to investment conversations while building a foundation in mutual funds and markets.

Qualifications

• Bachelor's degree or higher in Finance or a related field.
• Freshers to 1 year of experience in sales, telecalling, customer service, or related areas.
• Prior experience in financial services is a plus but not required.

Responsibilities

• Make 250+ dialed calls per day to generate leads and drive investment conversations.
• Achieve approximately 3 hours of talk time daily.
• Work towards monthly and quarterly business targets through proactive client engagement.
• Follow up with prospects and clients to improve conversions.
• Build rapport with clients through confident, spontaneous communication.
• Understand client requirements and represent them accurately to guide the conversation.
• Provide a positive first point of contact and resolve basic client queries promptly.
• Learn about mutual funds and investment products through structured training.

Skills

Communication

Bilingual English/Hindi

Active listening

MS Office

Sales mindset

Education

Bachelor's degree (Finance or related)

Job description

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:

We are looking for confident, quick-thinking individuals to join Scripbox as Investment Coach. This role is ideal for freshers or candidates with up to 1 year of experience who are eager to build a career in wealth management and financial services. No prior mutual fund knowledge is required — we will train you and support you in obtaining your NISM Series V-A certification.

Key Responsibilities:

• Make 250+ dialed calls per day to potential and existing clients to generate leads and drive investment conversations.
• Achieve approximately 3 hours of talk time daily.
• Work towards monthly and quarterly business targets through proactive client
• Consistently follow up with prospects and clients to improve conversion.
• Build rapport with clients through confident, spontaneous, and clear communication.
• Understand client requirements and represent them accurately to guide the
• conversation.
• Provide a positive, professional first point of contact for clients.
• Ensure timely and professional resolution of basic client queries.
• Actively learn about mutual funds, investment products, and financial markets
• through structured training.
• Apply learnings from training to client conversations under guidance from seniors.
• Work towards and clear the NISM Series V-A certification within the required timeline.

Qualification:

• Bachelor's degree in Finance or any relevant discipline. Candidates from other educational backgrounds with an aptitude for sales are welcome to apply.
• Freshers to candidates with up to 1 year of experience in sales, telecalling, customer service, or a related field.
• Prior experience in financial services is a plus but not required.

Skills:

• Excellent communication skills in English and Hindi.
• Confidence and spontaneity — ability to think on your feet and respond naturally to client questions without a rigid script.
• Strong listening skills and a genuine interest in learning about finance and investments.
• Basic proficiency in Microsoft Office tools (Excel, Word, PowerPoint).
• Comfortable working in a high-volume, target-driven calling environment.

Certifications:

• Willingness to take up and clear the NISM Series V-A (Mutual Fund Distributors) certification within the required timeline is mandatory.

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.