Relationship Manager

Scripbox; Bengaluru Urban; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Scripbox is seeking a Relationship Manager for PMS acquisition to manage the prospect-to-investor journey for HNI clients. You will lead discovery meetings, conduct portfolio audits, and present PMS strategies aligned with client goals, while guiding them through onboarding and ongoing advisory transitions.

Role emphasizes consultative selling, close coordination with marketing and product teams, and disciplined follow-ups to convert qualified leads into AUM with a strong client experience.

Qualifications

• 3–6 years in consultative sales in wealth management or related high-ticket B2C sales.
• Demonstrable track record of closing deals, not just servicing or relationship-building.
• Ability to analyze numbers and deal specifics in client contexts.
• Strong discovery instincts: asks open-ended questions and listens well.
• Comfort with a structured sales cycle and disciplined follow-ups.
• Calm, confident presence in HNI conversations; acts as a peer, not a vendor.

Responsibilities

• Conduct discovery meetings with qualified HNI leads, understanding goals, risk profile, and decision triggers.
• Audit the prospect's portfolio, identify gaps and opportunities, and present a clear narrative.
• Explain PMS strategies and advise on best-fit options based on client goals.
• Own the full sales cycle from first meeting to onboarding, including follow-ups and objections.
• Coordinate onboarding steps: KYC, agreements, funding, and first transaction.
• Maintain CRM records, adhere to SEBI guidelines and internal compliance.

Skills

Consultative sales

Closing deals

Discovery skills

Sales pipeline management

CRM hygiene

SEBI compliance

HNI client management

Tools

CRM software

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 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.

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.