Senior Client Successive Executive

Darwinbox Digital Solutions Pvt. Ltd.; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Benefits offered by this job

NPS

Gratuity

Performance-based rewards

Flexible work policies

Annual learning & development budget

Clear career progression

Job summary

Scripbox is seeking an experienced Investment Coach to manage high‑value client relationships, conduct in‑depth portfolio reviews, and drive growth across mutual funds and fund categories. The role requires profiling clients, analyzing portfolios and fund factsheets, and advising confidently.

You will engage prospects and clients daily, achieve follow‑ups, and collaborate with seniors to continuously improve advisory sales.

Qualifications

• Bachelor's degree in Finance, Commerce, or a relevant discipline.
• Minimum 3+ years of experience in sales and advisory roles within financial services.
• Experience in portfolio discussions and client profiling for advisory sales.

Responsibilities

• Profile clients and analyze portfolios to advise across fund categories.
• Cultivate high‑value client relationships through insightful conversations.
• Drive growth via structured advisory conversations and proactive follow‑ups.
• Prepare for NISM Series V‑A certification within the required timeline.

Skills

English & Hindi communication

Mutual fund knowledge

Portfolio profiling

Advisory sales experience

Presentations & negotiation

Client relationship building

Education

Bachelor's degree in Finance or Commerce

Postgraduate Finance qualification (advantage)

Tools

CRM systems

Microsoft Office

Job description

Scripbox is a leading wealth management company with over 14 years of expertise and more than ₹23,000 crore in assets under management (AUM). We offer a comprehensive suite of wealth management solutions, including Mutual Fund Services (MFS), Registered Investment Advisor (RIA), and Portfolio Management Services (PMS), helping clients achieve their long‑term financial goals.

As part of our growth journey, Scripbox has successfully acquired and integrated 10 companies since 2021, expanding our presence across eight office locations. Backed by Series D funding, we continue to scale rapidly, strengthen our wealth management capabilities, and deliver innovative, client‑centric investment solutions across India.

Role Overview:

We are looking for an experienced Investment Coach with strong, well‑rounded mutual fund and portfolio advisory knowledge to manage high‑value client relationships, conduct in‑depth portfolio reviews, and drive significant investment growth. This role requires the ability to profile clients accurately, analyze portfolios and fund factsheets, and advise confidently across fund categories.

Key Responsibilities:

Sales & Business Development

• Make 250+ dialed calls per day to potential and existing clients to generate leads and drive investment conversations.
• Achieve approximately 3 hours of talk time daily.
• Work towards monthly and quarterly business targets through proactive client
• Consistently follow up with prospects and clients to improve conversion.

Client Engagement

• Build rapport with clients through confident, spontaneous, and clear communication.
• Understand client requirements and represent them accurately to guide the conversation.
• Provide a positive, professional first point of contact for clients.
• Ensure timely and professional resolution of basic client queries.

Learning & Development

• Actively learn about mutual funds, investment products, and financial markets through structured training.
• Apply learnings from training to client conversations under guidance from seniors.
• Work towards and clear the NISM Series V‑A certification within the required timeline.

Qualification:

• Bachelor's degree in Finance, Commerce, or a relevant discipline; a postgraduate qualification in Finance is an added advantage.
• Minimum 3+ years of experience in sales and advisory roles within financial services, mutual funds, wealth management, or banking.
• Demonstrated experience in portfolio discussions, client profiling, and target‑driven advisory sales

Skills:

• Excellent communication and consultative selling skills in English and Hindi.
• Advanced mutual fund and market knowledge, including:
  • Categories and sub‑categories of mutual funds as per regulatory classification.
  • Client risk‑profiling questions and frameworks.
  • Difference between arbitrage funds and hedge funds.
  • Portfolio analysis techniques (asset allocation, diversification, overlap analysis).
  • Reading and interpreting mutual fund factsheets.
  • Strong presentation, negotiation, and objection‑handling skills for high‑value conversations.
  • Proficiency in Microsoft Office tools and CRM systems.

Certifications:

• NISM Series V‑A: Mutual Fund Distributors Certification is mandatory (certified candidates strongly preferred).
• Additional certifications (e.g., NISM Series X‑A/X‑B for Investment Advisers, CFP) are a plus.

What We Offer :

• Competitive salary with comprehensive benefits, including NPS, gratuity, and performance‑based rewards that recognize your skills and contributions.
• Performance‑based variable pay and incentive programs (role‑based), along with additional function‑specific benefits where applicable.
• Flexible work policies that support work‑life balance while enabling collaboration and productivity.
• Annual learning and development allowance to support your professional growth, continuous learning, and upskilling.
• Clear career progression opportunities with exposure to challenging, high‑impact work in a collaborative, inclusive, and innovation‑driven environment.