Client Success - Manager

Scripbox; Bengaluru; On-site; INR 1,200,000 - 2,100,000; Full time

Benefits offered by this job

NPS

Gratuity

Performance-based rewards

Learning & development allowance

Flexible work policies

Job summary

Scripbox is seeking an experienced Investment Coach to manage high-value client relationships, conduct in-depth portfolio reviews, and drive growth in mutual funds and advisory services. The role focuses on profiling clients, analyzing portfolios, and confidently advising across fund categories.

You will engage in sales and client development activities, pursue NISM Series V-A certification, and contribute to a knowledge-driven advisory team in India.

Qualifications

• Bachelor's degree in Finance, Commerce, or related discipline; a postgraduate qualification in Finance is advantageous.
• Minimum 3+ years of experience in sales and advisory roles within financial services, mutual funds, wealth management, or banking.
• Experience in portfolio discussions, client profiling, and target-driven advisory sales.

Responsibilities

• Make 250+ dialed calls per day to generate leads and drive investment conversations.
• Aim for approximately 3 hours of talk time daily.
• Work towards monthly and quarterly business targets through proactive client engagement.
• Consistently follow up with prospects and clients to improve conversion.
• Build rapport with clients and understand their requirements to guide the conversation.
• Provide a professional first point of contact and resolve basic client queries.
• Actively learn about mutual funds, investment products, and financial markets through structured training, and apply learnings under guidance.

Skills

Communication skills

Consultative selling

Mutual funds knowledge

Portfolio analysis

Client profiling

CRM usage

MS Office

Multilingual ability

Education

Bachelor's in Finance/Commerce

Postgraduate in Finance

Tools

CRM systems

Microsoft Office

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 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.

Key Responsibilities:

Sales & Business Development

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.

Client Engagement

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.

Learning & Development

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, Commerce, or a relevant discipline; a postgraduate qualification in Finance is an added advantage.

Minimum 3+ years of experience in sales and advisory roles within financial services, mutual funds, wealth management, or banking.

Demonstrated experience in portfolio discussions, client profiling, and target-driven advisory sales

Skills:

Excellent communication and consultative selling skills in English and Hindi.

Advanced mutual fund and market knowledge, including:

Categories and sub-categories of mutual funds as per regulatory classification.

Client risk-profiling questions and frameworks.

Difference between arbitrage funds and hedge funds.

Portfolio analysis techniques (asset allocation, diversification, overlap analysis).

Reading and interpreting mutual fund factsheets.

Strong presentation, negotiation, and objection-handling skills for high-value conversations.

Proficiency in Microsoft Office tools and CRM systems.

Certifications:

NISM Series V-A: Mutual Fund Distributors Certification is mandatory (certified candidates strongly preferred).

Additional certifications (e.g., NISM Series X-A/X-B for Investment Advisers, CFP) are a plus.

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.