Associate Relationship Manager

Scripbox; Delhi; On-site; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

Growth track

Mentorship by Wealth Managers

Real-world client engagement exposure

Purpose-driven culture

Job summary

Scripbox is seeking an energetic Relationship Manager in Delhi to join its client-relations team under a Wealth Manager. You will gain hands-on experience in client management, financial planning and advisory services, with a structured learning path toward Wealth Manager readiness.

Ideal candidates have 1–3 years in financial services, strong communication, and a drive to build a long-term career in wealth management within a regulated Indian market.

Qualifications

• 1-3 years of experience in financial services or client-focused roles.
• Must obtain NISM XA & XB certification within 6 months of joining.
• Strong communication and interpersonal skills with willingness to learn.

Responsibilities

• Build and deepen relationships with an assigned client book under guidance of Wealth Manager.
• Understand client goals, risk profiles and investment preferences to provide personalized advice.
• Review portfolios and suggest rebalancing or new strategies in line with client journey.
• Prepare client briefs and notes for reviews and meetings.
• Communicate timely updates to clients on portfolio actions.

Education

NISM Investment Adviser XA & XB Certification within 6 months

Tools

CRM

Job description

Job Description:

About Scripbox:

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.

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

Client Engagement

• Build and deepen relationships with an assigned book of clients under the guidance of the Wealth Manager.
• 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 & Qualifications:

• 1-3 years of experience in financial services, banking, or a client-focused role.
• 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.

Requirements: