About Scripbox Wealth Managers At Scripbox, we are a new-age, client-first wealth management firm committed to growing with our clients-not just managing their wealth, but enabling their aspirations through intelligent advice, deep relationships, and a digital foundation that scales trust. 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 Job Description Reports to : Head of Client Relationships Experience : minimum 10–12 years in wealth management or high-touch client advisory Role Overview As a Team Leader , you will be responsible for owning and growing a book of high-value clients, while also leading a team of Relationship Managers. You’ll combine personal client advisory with business & people leadership - mentoring your team, enforcing Scripbox’s client-centric philosophy, driving growth for your team and ensuring consistent delivery of world-class service. Key Responsibilities Client Leadership Personally manage a portfolio of high-value clients, offering tailored advice and long-term planning solutions. Act as a senior advisor and escalation point within the team for complex client needs. Collaborate with the investment and research teams to deliver optimal client outcomes. Business leadership Drive growth of your team as a business unit. Identify opportunities and run growth experiments in consultation with Head of Client Relationships Collaborate with client experience & new client acquisition teams to achieve growth objectives Team Management & Team Coaching Lead, mentor, and develop a team comprising RMs of different experience levels. Conduct regular review sessions, skill training, and pipeline planning. Foster a high-performance, client-obsessed culture within the team. Process and Discipline Ensure that the team follows advisory frameworks, SOPs, and internal service standards. Drive usage of CRM tools and uphold data discipline. Monitor activity metrics, client satisfaction, and revenue outcomes for the pod. Compliance and Ethics Be a champion of the Scripbox way of working with clients. Uphold Scripbox’s standards of fiduciary responsibility and compliance. Serve as the first line of oversight on risk, suitability, and advisory practices within the team. Ensure adherence to SEBI/SEBI-RIA norms and internal compliance protocols. Ideal Profile 10–12 years of experience in wealth management, premium banking, or family office advisory. Proven track record of managing high-value clients with high levels of trust and personalization. Experience mentoring or managing team members. Strong financial acumen and ability to simplify complex concepts for clients. High emotional intelligence, ownership mindset, and a natural team builder. What You’ll Get Business ownership within a modern, empowered-team-based wealth management structure. A supportive yet empowered culture focused on growth - for you, your team, and your clients. Direct influence on the evolution of advisory excellence in India. Skills Wealth managment Mutual funds Job Summary https://www.hiringbull.com Website chennai Location 10 - 12 years Experience 1 Openings Contact Email: divisha26@gmail.com Phone: +91 - 9886341741

Job Description About Us Founded in 2012, Scripbox is a full-stack Digital Wealth Management company with the sole objective of simplifying complex investing concepts through automation with the help of technology, data & science. We partner with our customers & help them navigate their investment journey with the sole objective of helping them attain their financial goals. Why become a Scripter ? We Scripters take immense pride in the business we are building. Our task is ambitious and we like to work hard as well as smart. If you are somebody who relishes challenges and contributes to a new way of thinking and investing in India, then you are just like us, a Scripter at your core! Also whilst being a part of the team would entail its own set of challenges, we very strongly believe in teamwork and ensuring that all those who are part of our family thrive. As a result of this, we have been recognized by Great Place To Work® as one of India’s best companies to work for two years in a row. Hence if you love to interact with people, have a passion for personal finance, and can be a trusted companion to our customers in their financial journey then do read further about your responsibilities Job Description Core Responsibilities: Engage with the clients regularly and conduct their portfolio reviews. Understand the client's goals, aims and aspirations and ensure his investment strategy is aligned with it. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. Prepare and interpret client information such as investment performance reports, financial documents, summaries, and income projections. Explain the concept of financial planning to clients and work closely with clients for the creation and implementation of their financial plans Deep understanding of the financial products – mutual funds, bonds, corporate fixed deposits, PMS & other wealth services. Handhold clients throughout their investment journey. Manage their emotions across different market cycles and help them avoid behavioral mistakes. Be an ally to clients and help them with all their financial needs/requirements Achieve a higher share of wallet from the clients driven solely by happy client experiences. Acquire new clients through referrals from existing clients, as well as lead generation and prospecting. Collaborate with cross-functional teams to ensure “Voice of the Client” is recognized and changes are made internally to accommodate them. Desired Skill sets: Postgraduate with 5-8 years of experience in the financial services domain CFP Certification desirable Thorough knowledge & zeal to learn about financial markets Empathetic & Solution oriented Good communication skills & Sincere Strong value system - Client interest first, Prioritizing, Respect, etiquette, etc. Open to travel & work in a dynamic environment - Start-ups NISM V-A, certifications - Since these are mandatory certificates from the regulators, either the candidate should have cleared these certificates or will be required to clear this within 60 days from the date of joining Job Summary https://www.hiringbull.com Website Noida, chandigarh Location 5 - 8 years Experience Contact