Relationship Manager

Hireginie Talent Cloud; Gurugram District; On-site; INR 800,000 - 1,500,000; Full time

Job summary

Scripbox is seeking a Wealth Manager/Relationship Manager in India to manage an assigned client book, understand goals, risk profiles, and deliver personalized financial guidance. You will regularly review portfolios and coordinate with investment and operations teams.

The role requires 4-5 years in financial services, NISM VA and XA/XB certifications, strong communication, attention to detail, and a long-term career focus in wealth management within Indian equity and debt markets.

Qualifications

• 4-5 years of experience in financial services as a wealth manager or RM.
• Mandatory: NISM VA certification and XA, XB certifications.
• 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 with ability to prioritise deliverables.
• Passionate about personal finance, capital markets, and long-term career in wealth management.
• Good knowledge of Indian Equity & Debt markets and products available in Indian financial markets.

Responsibilities

• Build and deepen relationships with an assigned book of clients.
• 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 Scripboxs advisory tools, risk assessment frameworks, and planning models.

Skills

Client relationship management

Communication skills

Analytical thinking

Detail orientation

Portfolio review

Education

NISM VA certification

XA/XB certification

Tools

CRM software

Job description

Role & responsibilities

Key Responsibilities

Client Engagement:

• Build and deepen relationships with an assigned book of clients.
• 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 Scripboxs 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 Scripboxs 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.

Preferred candidate profile

• 4-5 years of experience in financial services as a wealth manager or a RM. AMC experience.
• Mandatory Requirement: The candidate is NISM VA certified and XA,XB CERTIFIED.
• 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,capital markets and interested in building a long-term career in wealth management.
• Good knowledge of Indian Equity & Debt markets and the products available in Indian financial markets.