Senior Engagement Manager

Scripbox Advisors Private Limited; Bengaluru; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Scripbox Advisors Private Limited in Bengaluru seeks a dynamic Senior Relationship Manager with 6–8 years of experience in wealth management to build and manage client relationships and deliver customized investment solutions.

You will drive new client acquisition, ensure regular reviews, and work with product and research teams while adhering to regulatory guidelines.

Qualifications

• Graduate or postgraduate in Finance, Commerce, or Business Administration.
• 6–8 years of experience in wealth management, private banking, or financial distribution.
• Strong knowledge of investment products across asset classes.

Responsibilities

• Manage and grow a portfolio of HNI/UHNI clients.
• Understand client goals and risk appetite to tailor investments.
• Drive new client acquisition through referrals and networking.
• Conduct regular client reviews and portfolio updates.
• Collaborate with product and research teams to deliver investment solutions.
• Ensure compliance with regulatory and company guidelines.

Skills

Communication

Presentation

Relationship building

Education

Finance/Commerce/Business degree

NISM/CFP/CFA certifications preferred

Job description

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 reach across India, we’re looking for dynamic relationship managers with expertise, empathy & integrity to help our clients grow their wealth and fulfill their life goals with confidence. We operate in an agile empower-team structure that enables speed,ownership, and personalized service at scale.

Role Overview

We are seeking a dynamic and client-focused Senior Relationship Manager with 6–8 years of experience in financial services, wealth management, or private banking. The Sr RM will be responsible for building and managing client relationships, providing customized investment solutions, and ensuring superior client service to achieve business growth.

Key Responsibilities

• Manage and grow a portfolio of HNI/UHNI clients with focus on wealth creation and retention.
• Understand client goals, risk appetite, and financial needs to recommend appropriate investment products (Mutual Funds, PMS, AIFs, Bonds, Structured Products, Insurance, etc.).
• Drive new client acquisition through referrals, networking, and market intelligence.
• Ensure regular engagement with clients via reviews, portfolio updates, and
• Collaborate with product and research teams to deliver best-in-class
• investment solutions.
• Track market trends, investment performance, and regulatory updates to
• proactively advise clients.
• Ensure compliance with all regulatory, legal, and company guidelines.
• Achieve revenue and AUM growth targets as per business objectives.
• Graduate/Postgraduate in Finance, Commerce, Business Administration, or
• related field.
• 6–8 years of experience in Wealth Management, Private Banking, Investment
• Advisory, or Financial Distribution.
• Strong knowledge of investment products across asset classes.
• Excellent communication, presentation, and relationship-building skills.
• Ability to work independently as well as in a team-driven environment.
• Certifications such as NISM, CFP, CFA (preferred but not mandatory).