Senior Engagement Manager

Scripbox; Bengaluru Urban; On-site; INR 2,500,000 - 6,000,000; Full time

Job summary

Scripbox seeks a Senior Relationship Manager with 6–8 years in wealth management to build and manage relationships with HNI/UHNI clients in Bengaluru, delivering customized investment solutions.

You will tailor products across mutual funds, PMS, AIFs, bonds and insurance to grow assets under advice and achieve revenue targets.

The role requires strong communication, risk understanding, and collaboration with product and research teams to provide best-in-class service while ensuring compliance.

Qualifications

• 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 and relationship-building skills.
• Ability to work independently and in a team.
• Certifications such as NISM, CFP, CFA (preferred).

Responsibilities

• Manage and grow a portfolio of HNI/UHNI clients with a 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 financial planning discussions.
• 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.

Skills

Wealth management

Relationship management

Client acquisition

Financial planning

Communication skills

Education

Graduate or postgraduate degree in Finance, Commerce, or related field

Certifications such as NISM, CFP, CFA (preferred)

Job description

About Scripbox: 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. We empower our clients through intelligent advice, deep relationships, and help them achieve their financial well‑being. As we expand across India, we need dynamic relationship managers with expertise, empathy, and integrity to help 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 build and manage client relationships, provide customized investment solutions, and ensure superior client service to achieve business growth.

Key Responsibilities

• Manage and grow a portfolio of HNI/UHNI clients with a 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 financial planning discussions.
• 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.

Skills & Qualifications

• Graduate/Postgraduate degree 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).