Relationship Manager

Scripbox Advisors Private Limited; Bengaluru; On-site; INR 1,200,000 - 1,600,000; Full time

Job summary

Scripbox is seeking a Relationship Manager to lead the prospect‑to‑investor sales cycle for HNI clients exploring Portfolio Management Services. You will conduct discovery meetings, audit client portfolios, and present PMS strategies aligned with goals, time horizons, and risk appetite.

You will collaborate with marketing, product, and servicing teams to ensure a warm onboarding experience. The role is a pure consultative sales position with targets linked to qualified meetings, AUM onboarded,

Qualifications

• 3–6 years in consultative sales, ideally in wealth management, private banking, broking, AMC/distribution, or comparable high‑ticket B2C sales.
• Demonstrable track record of closing deals.
• Strong discovery instincts and ability to ask open‑ended questions.
• Structured sales cycle with disciplined follow‑ups and multiple pipelines.

Responsibilities

• Own prospect‑to‑investor sales cycle for HNI clients exploring PMS.
• Conduct discovery meetings and portfolio audits.
• Present PMS strategies and guide clients through decision and onboarding.
• Coordinate with marketing, product, and servicing RM teams.
• Lead onboarding: KYC, documentation, funding, and first transaction.
• Maintain CRM records and comply with SEBI guidelines.

Skills

Consultative sales

Wealth management

HNI client handling

Closing deals

CRM discipline

Job description

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 PMS proposition for HNI clients across India, we're looking for sharp, sales-driven Relationship Managers who can take a qualified lead through a structured discovery and close them into the right PMS strategy — with empathy, clarity, and conviction.

No. Of Positions: 3

Work Mode: In office

Role Overview

As a Relationship Manager on the PMS Acquisition team, you own the prospect-to-investor sales cycle for HNI clients exploring Portfolio Management Services with Scripbox. You'll run exploration meetings, conduct portfolio audits, present the PMS strategies that best fit a client's goals, and hand-hold them through the decision and onboarding journey. This is a pure consultative sales role. Your success is measured by qualified meetings converted, AUM onboarded, and the quality of the client experience during the acquisition journey. You will work in close partnership with the marketing team (who delivers qualified leads), the investment/product team (who supports you on strategy fitment), and the servicing RM pod (who takes over the client relationship for long-term advisory after onboarding).

Key Responsibilities

Discovery & Exploration - Conduct first exploration meetings with qualified HNI leads — understand goals, risk profile, existing portfolio, and the trigger for considering PMS. Build a quick, accurate read of the prospect's financial context, decision‑making style, and what success looks like for them. Ask the right questions to draw out unstated concerns, not just stated preferences.

Portfolio Audit & Diagnosis - Review the prospect's existing portfolio across asset classes and surface gaps, concentration risks, tax inefficiencies, and missed opportunities. Translate the audit into a clear, jargon‑free narrative the client can act on.Use the audit as a credibility‑building moment — Scripbox's perspective should feel sharper and more useful than what the client gets elsewhere.

Strategy Fitment & Presentation - Walk prospects through Scripbox's PMS offering and the available strategies; recommend the right fit based on the client's goals, time horizon, and risk appetite. Explain trade‑offs (volatility vs. growth, liquidity vs. return, tax treatment, fee structure) using simple analogies and real examples. Confidently handle pricing, comparison, and "let me think about it" objections without dropping the relationship's warmth.

Sales Cycle Ownership & Closing - Drive the full sales cycle from first meeting to investment — including follow‑ups, second meetings, family/spouse conversations, document walkthroughs, and addressing concerns as they emerge. Maintain a disciplined follow‑up cadence; nothing falls through the cracks. Hold the line on Scripbox's advisory principles even when a client pushes back — close on conviction, not concession.

Onboarding Hand‑hold - Take the client through the operational onboarding — KYC, agreement, funding, and first transaction — making it feel smooth and confidence‑building. Partner closely with the servicing RM pod to ensure a warm, well‑briefed transition into the long‑term advisory relationship.

Process & Compliance - Maintain accurate, up‑to‑date records of every prospect interaction in the CRM. Adhere strictly to SEBI guidelines, Scripbox's advisory principles, and internal compliance protocols. No mis‑selling, no shortcuts.

Must-have

• 3–6 years in consultative sales, ideally in wealth management, private banking, broking, AMC/distribution, or comparable high‑ticket B2C sales (real estate, premium credit cards, insurance to HNIs, etc.).
• A demonstrable track record of closing — not just servicing, not just relationship‑building.
• We will dig into specific numbers and specific deals.
• Strong discovery instincts: knows how to ask open‑ended questions, listen, and steer a conversation without pushing.
• Comfortable with a structured sales cycle — keeps prospects warm, runs disciplined follow‑ups, manages multiple parallel pipelines without losing the thread.
• Calm, confident, decisive presence in HNI conversations. Comes across as a peer, not a vendor.
• High process discipline — CRM hygiene, meeting prep, follow‑through on commitments.
• Working knowledge of Indian equity and debt markets; understands how MFs, stocks, and broader investment products work.