Relationship Manager

Taas Partners; Pune District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Scripbox in Pune seeks a Relationship Manager to join the client relationship team under a Wealth Manager, serving as a launchpad for future Wealth Managers. You will gain hands-on exposure to client management, financial planning, investment products, and personalized service in a structured learning environment.

In this role, you will onboard new clients, tailor advice to goals and risk profiles, review portfolios, and coordinate with internal teams while working toward readiness to graduate

Qualifications

• 1-3 years of experience in financial services or client-facing roles.
• Mandatory: NISM Investment Advisor – XA & XB exams to be completed within 6 months of joining.
• Strong communication and interpersonal skills with a willingness to learn and grow.

Responsibilities

• Build and deepen relationships with clients and onboard them onto the wealth management book.
• Understand client goals, risk profiles, and investment preferences to deliver personalized advice.
• Regularly review portfolios and recommend rebalancing, upgrades, or new strategies.
• Prepare client briefs and review notes for ongoing reviews and meetings.
• Ensure timely communication and updates to clients on portfolio actions.
• Collaborate with internal teams to fulfill client needs.
• Develop familiarity with advisory tools, risk assessment frameworks, and planning models.

Skills

Client engagement

Communication

Interpersonal skills

Attention to detail

Analytical thinking

Finance knowledge

Tools

CRM software

Job description

Role Overview

As a Relationship Manager (RM), you will be an integral member of a client relationship team, working directly under a Wealth Manager. This role is designed as a launchpad for future Wealth Managers - giving you hands-on exposure to client management, financial planning, investment products, and personalized service, all within a structured learning environment.

Role & responsibilities:

Client Engagement

Build and deepen relationships with new clients and onboard them onto the wealth management book.

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.

Work towards readiness to graduate into a Wealth Manager role over time.

Preferred candidate profile :

• 1-3 years of experience in financial services, banking, or a client-focused role (internships included).
• Mandatory Requirement: The candidate should obtain certification of the NISM Investment Advisor – Level XA & XB exams within 6 months of joining the company.
• 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 and building a long-term career in wealth management.
• Good knowledge of Indian Equity & Debt markets and the products available in Indian financial markets.