Relationship Manager

Hireginie; Gurugram District; On-site; INR 600,000 - 900,000; Full time

Job summary

Scripbox seeks a Relationship Manager in Gurgaon to manage a client book, provide financial planning and investment advice, and deliver personalized service in a learning-oriented environment. You will collaborate with investment, operations, and compliance teams to meet client needs.

Ideal candidates have 4-5 years in financial services, MBA/MCom or equivalent finance postgrad, and hold NISM VA and XA/XB certifications, with strong communication and detail orientation.

Qualifications

• 4-5 years in financial services as wealth RM or similar.
• NISM VA certified and XA/XB certified are mandatory.
• Strong communication and interpersonal skills with willingness to learn.

Responsibilities

• Build and deepen relationships with an assigned book of clients.
• Understand client goals, risk profiles, and investment preferences to provide personalized advice.
• Review portfolios regularly and recommend rebalancing or new strategies.
• Prepare client briefs and notes for ongoing reviews and meetings.
• Maintain timely communication and updates on portfolio actions.

Skills

Client management

Financial planning

Investment products

Personalized service

Education

MBA

MCom

Finance Postgraduate

Tools

CRM

Job description

About Our Client:

Our client is a new-age, client-first wealth management organization committed to growing alongside its clients, with over ₹20,000 Cr of Assets under Advice. It goes beyond traditional wealth management by enabling client aspirations through intelligent advice, deep relationships, and a strong focus on long-term financial well-being.

Job Title: Relationship Manager

Location: Gurgaon

Experience: 4 - 5 years in financial services, investment advisory, Wealth RM.

Educational Qualification: MBA (or) M Com (or) any Post Graduate in Finance/Mtech

About The Role :

As a Relationship Manager (RM), you will be an integral member of a client

relationship team. You should have experience in 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.


• 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.

Requirements:

• 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.