Senior Relationship Manager - UHNI

Scripbox Advisors Private Limited; Pune District; On-site; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

NPS

Gratuity

Performance-based rewards

Learning and development allowance

Career progression opportunities

Job summary

Scripbox Advisors Private Limited seeks a Relationship Manager to join its client relationship team, reporting to a Wealth Manager. This role is a launchpad toward becoming a Wealth Manager, offering exposure to client management, financial planning, and advisory products in a structured environment.

You will build relationships, understand goals and risk profiles, and work with internal teams to deliver personalized, compliant wealth advice.

Qualifications

• 5+ years of experience in financial services, banking, or a client-focused role.
• Must obtain NISM – Investment Advisor – Level XA & XB within 6 months of joining.
• 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 with ability to prioritise deliverables.

Responsibilities

• 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.
• 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.

Skills

Relationship management

Communication skills

Attention to detail

Analytical thinking

Learning mindset

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.

Key Responsibilities:

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

Skills:

• 5 + 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.

Certifications:

NISM – Investment Advisor – Level XA & XB

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.