A contact center associate is a person who provides assistance to customers via calls and Chats. Their primary role is to address customer issues and resolve them in a timely and efficient manner. Qualification For Calling Agent 4 or more years experience in the contact centre and preferably in the wealth management industry Bachelor’s degree (or equivalent) English: Fluent Ability to speak 2 or more regional languages Good knowledge of Mutual funds, Knowledge of Insurance and Stocks will be an added advantage Job Description Roles and responsibilities To assist customers with queries related to their investments, products , features etc via calls and chats and deal with multiple customers Acquire required product and process knowledge and keep a track of all the changes Maintaining a positive, empathetic and professional attitude toward customers at all times. Identify and assess customers’ needs to achieve satisfaction Build sustainable relationships and trust with customer accounts through open and interactive communication Provide accurate, valid and complete information by using the right methods/tools and record all customer interactions Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution Follow communication procedures, guidelines and policies Take the extra mile to engage customers Follow the escalation matrix and SLA to achieve process goals Gather customer feedback and share with our Product team for improvement Flexible to switch roles when needed and support chat to keep the BAU activities running smoothly. Flexible to work on rosters - 5 days a week and rotational offs Show more Show less

Scripbox is India’s largest and best-established digital wealth management service that helps its customers create wealth for their long-and-short-term goals. Founded in 2012, Scripbox is a pioneer in the digital financial services category and is recognised for creating simple and elegant user experiences in a complex domain. We do this by simplifying complex investing concepts and automating best practices, so our customers can grow their wealth without worry. We achieve this by combining cutting-edge technology, data-driven algorithms, awesome UX and friendly customer support. Our task is ambitious and we like to work hard as well as smart. We want to build a team that relishes challenges and contributes to a new way of thinking and investing in India. We are also invested in the growth of our colleagues and providing a supportive and thriving working environment for everyone. We have been recognised by Great Place To Work® as one of India’s best companies to work for. We are looking for creators who can build products that our customers love. The challenge for you will involve understanding, and building for, an unforgiving consumer who invests a lot of trust into the product YOU will build. Your product will be used by thousands. Scripbox is making a difference in the world of personal finance and investing and we would like you to be part of the team that makes it happen. Responsibilities: Job Description Develop high-quality code using established language best practices. Collaborate closely within a team environment. Utilize the latest tools and techniques to build robust software. Actively participate in design reviews, code development, code reviews, and unit testing. Take ownership of the quality and usability of your code contributions. Requirements: 4-5 years of experience building good quality production software Excellent knowledge of at least one ecosystem based on Ruby, Elixir, Java or Python Proficiency in object-oriented programming, including a solid understanding of design patterns Experience with functional programming is preferred but not required Familiar with datastores like MySQL, PostgreSQL, Redis, Redshift etc. Familiarity with react.js/react-native, vue.js, bootstrap etc. Knowledge of deploying software to AWS, GCP, Azure Knowledge of software best practices, like Test-Driven Development (TDD) and Continuous Integration (CI) We Value: Entrepreneurial spirit. Everywhere you go, you can’t help but mobilize people, build things, solve problems, roll up your sleeves, go above and beyond, raise the bar. You are an insatiable doer and driver Strong execution and organization. Your team will be working with engineers and product leads at the bleeding edge of the development cycle. To be successful in this role, you should be comfortable executing with little oversight and be able to adapt to problems quickly Strategic mindset - you’re comfortable thinking a few steps ahead of where the team is at now What You’ll Get: Very competitive salary with performance bonus Active promotion of your professional career by sending you to events, hackathons, user groups etc. Weekly time-slot where you are encouraged to spend time to play around with new technology or self-learning Skills RubyonRails Elixir Backend ruby Skills rubyonrails elixir backend Show more Show less

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 Show more Show less

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. Job Description Why Join Scripbox? At Scripbox, we are redefining the way India invests. By joining us, you’ll have the opportunity to: Be Part of a Transformation: Work with a company that is pioneering wealth management solutions in India. Drive Impact: Play a critical role in enhancing the performance and efficiency of a key business channel. Collaborate and Innovate: Be part of a vibrant culture that values teamwork, innovation, and professional growth. Empower Financial Futures: Contribute to building meaningful financial outcomes for clients, shaping their wealth and life goals. Grow with Us: Join a growing organization that values your skills, ideas, and career aspirations. Candidate Profile Experience : 7+ years in wealth management or related roles, including team management experience. Qualifications : Bachelor’s degree (Finance/Economics preferred); advanced certifications like CFP/CFA Level 2 or 3 (preferred). Role Summary The Senior Relationship Manager oversees client portfolios and team performance, ensuring the delivery of exceptional financial guidance while driving business growth. This role involves managing high-value clients, mentoring Junior and Trainee RMs, and contributing to strategic initiatives. Key Responsibilities Client Portfolio Management Act as the primary advisor for a portfolio of high-net-worth clients, delivering personalized financial solutions. Conduct in-depth financial planning and asset allocation aligned with clients' long-term goals. Address complex client scenarios, including market downturns and challenging situations. Team Leadership Mentor and guide Junior and Trainee RMs, fostering a culture of continuous learning and excellence. Ensure team adherence to Scripbox’s standards of reliability, credibility, and client intimacy. Provide feedback and conduct regular performance reviews for team members. Business Growth & Strategy Drive growth in Net AUA by increasing SOW with existing clients and acquiring referrals. Lead initiatives to enhance client experience and operational efficiency. Represent Scripbox at industry events, thought leadership forums, and client gatherings. Skills & Competencies Deep expertise in financial planning, market dynamics, and client servicing. Proven leadership and team management capabilities. High emotional intelligence, empathy, and the ability to build trust with clients and team members. Strategic mindset with a focus on business development and operational excellence. Growth Path Opportunities to advance into Regional Manager or leadership roles in Scripbox’s wealth management division. Show more Show less

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. Job Description Role Overview: We are seeking a highly motivated Wealth Management Intern to support in client research, business development, prospecting, follow-up, and organizing sessions. The role will require you to engage with potential clients, schedule meetings, and assist in the preparation of presentations. Additionally, you will contribute to business development initiatives and lead management activities. Key Responsibilities Business development and prospecting via email, calls, and social media to arrange introductory sessions. Follow up with clients and prospects, ensuring a streamlined communication process and timely scheduling of meetings. Assist in the preparation of presentations for client meetings and internal reporting. Organize and coordinate client sessions and business meetings. Develop strategies and business development initiatives. Requirements: Education: Currently pursuing or having completed an undergraduate degree. Strong desire to learn and grow within the wealth management sector. Key Skills: ? Excellent verbal and written communication abilities. Proficiency in PowerPoint and social media engagement. Highly organized, proactive, and detail-oriented. Benefits: Mentorship and guidance from industry professionals. Networking opportunities within the wealth management sector. Learning and development through hands-on experience. Show more Show less

Scripbox is India’s largest and best-established digital wealth management service that helps its customers create wealth for their long-and-short-term goals.. Founded in 2012, Scripbox is a pioneer in the digital financial services category and is recognised for creating simple and elegant user experiences in a complex domain. We do this by simplifying complex investing concepts and automating best practices, so our customers can grow their wealth without worry. We achieve this by combining cutting-edge technology, data-driven algorithms, awesome UX and friendly customer support.. Our task is ambitious and we like to work hard as well as smart. We want to build a team that relishes challenges and contributes to a new way of thinking and investing in India. We are also invested in the growth of our colleagues and providing a supportive and thriving working environment for everyone. We have been recognised by Great Place To Work® as one of India’s best companies to work for.. We are looking for creators who can build products that our customers love. The challenge for you will involve understanding, and building for, an unforgiving consumer who invests a lot of trust into the product YOU will build. Your product will be used by thousands.. Scripbox is making a difference in the world of personal finance and investing and we would like you to be part of the team that makes it happen.. Responsibilities:. Job Description. Develop high-quality code using established language best practices.. Collaborate closely within a team environment.. Utilize the latest tools and techniques to build robust software.. Actively participate in design reviews, code development, code reviews, and unit testing.. Take ownership of the quality and usability of your code contributions.. Requirements:. 4-5 years of experience building good quality production software. Excellent knowledge of at least one ecosystem based on Ruby, Elixir, Java or Python. Proficiency in object-oriented programming, including a solid understanding of design patterns. Experience with functional programming is preferred but not required. Familiar with datastores like MySQL, PostgreSQL, Redis, Redshift etc.. Familiarity with react.js/react-native, vue.js, bootstrap etc.. Knowledge of deploying software to AWS, GCP, Azure. Knowledge of software best practices, like Test-Driven Development (TDD) and Continuous Integration (CI). We Value:. Entrepreneurial spirit. Everywhere you go, you can’t help but mobilize people, build things, solve problems, roll up your sleeves, go above and beyond, raise the bar. You are an insatiable doer and driver. Strong execution and organization. Your team will be working with engineers and product leads at the bleeding edge of the development cycle. To be successful in this role, you should be comfortable executing with little oversight and be able to adapt to problems quickly. Strategic mindset you’re comfortable thinking a few steps ahead of where the team is at now. What You’ll Get:. Very competitive salary with performance bonus. Active promotion of your professional career by sending you to events, hackathons, user groups etc.. Weekly time-slot where you are encouraged to spend time to play around with new technology or self-learning. Skills. RubyonRails. Elixir. Backend. ruby. Skills. rubyonrails. elixir. backend. Show more Show less

Founded in 2012, Scripbox is a pioneer in the digital financial services category and is recognised for creating simple and elegant user experiences in a complex domain. We do this by simplifying complex investing concepts and automating best practices, so our customers can grow their wealth without worry. We achieve this by combining cutting-edge technology, data-driven algorithms, awesome UX and friendly customer support. Our task is ambitious and we like to work hard as well as smart. We want to build a team that relishes challenges and contributes to a new way of thinking and investing in India. We are also invested in the growth of our colleagues and providing a supportive and thriving working environment for everyone. We have been recognised by Great Place To Work® as one of India’s best companies to work for. We are looking for creators who can build products that our customers love. The challenge for you will involve understanding, and building for, an unforgiving consumer who invests a lot of trust into the product YOU will build. Your product will be used by thousands. Scripbox is making a difference in the world of personal finance and investing and we would like you to be part of the team that makes it happen. Job Description Job Description / Key Responsibilities: Financial Data Entry: Accurately enter financial data into accounting software and spreadsheets. Accounts Receivable/Payable: Assist in managing accounts receivable and payable, including issuing invoices, processing payments, and reconciling accounts. Bank Reconciliation: Assist in reconciling bank statements with general ledger balances. Expense Tracking: Monitor and track expenses, ensuring they are properly recorded and categorized. Assistance in Financial Reporting: Assist in preparing financial reports and statements as required. Compliance Support: Assist in ensuring compliance with accounting policies, procedures, and regulations. Documentation: Maintain organized and accurate financial records and documentation. Job Requirements Bachelor’s degree in Accounting, Finance, or related field. Strong numerical and analytical skills. Proficiency in Microsoft Excel and accounting software. Attention to detail and accuracy in data entry and financial records. Ability to work effectively in a team environment. Strong communication and interpersonal skills. Ability to handle confidential information with integrity. Desired Skills Basic understanding of accounting principles and practices. Familiarity with tax regulations and compliance requirements. Ability to multitask and prioritize tasks effectively. Willingness to learn and adapt to new technologies and processes. Problem-solving skills and ability to troubleshoot discrepancies. Time management skills to meet deadlines efficiently. Skills accounts executive

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.

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 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 Apply Now

We are seeking a results-oriented and strategic Growth Marketing Manager to lead our client acquisition initiatives through impactful outreach campaigns and webinar-led content marketing. This role will own the entire lifecycle of multi-channel campaigns, drive webinar-led acquisition end-to-end, manage brand reputation across digital touchpoints, and collaborate cross-functionally to deliver measurable growth outcomes. Job Description Key Responsibilities: Webinar-Led Acquisition Strategy Own end-to-end webinar management as a key growth and content marketing channel, including: Speaker & topic finalization, and upgrading deck theme & pitch. Video & creative production: Oversee shoot coordination for video ads, creating videos from raw files, image ads & copywriting, text ads, QR code & link setup. Oversee Landing page creation and complete flow setup Campaign orchestration for event reminders and webinar community management. Execution management: webinar hosting, chat/Q&A moderation, poll management, etc. Maintain P&L for this channel with complete ownership of business metrics. Client Outreach & Campaign Automation Plan, execute, and optimize multi-channel client acquisition and engagement campaigns via email, WhatsApp, SMS, and push notifications. Leverage automation tools such as MoEngage, WebEngage, Zepic, etc., to build targeted journeys and lifecycle campaigns. Collaborate with product, design, content, and analytics teams to segment audiences and personalize communication. Requirements 3-4 years of experience in digital marketing or growth roles. Proven experience managing marketing automation platforms (MoEngage, WebEngage or equivalent). Strong strategic thinking with hands-on ability to execute and optimize. Excellent communication skills – written and verbal – with a knack for crafting user-facing content. Strong project management and stakeholder coordination skills. Data-driven decision-making and familiarity with campaign analytics tools. Preferred Experience in fintech, consumer tech, or subscription-driven businesses. Prior ownership of app acquisition/reviews or app store optimization is a plus. Familiarity with webinar platforms and martech automation ecosystems.

We are seeking a results-oriented and strategic Growth Marketing Manager to lead our client acquisition initiatives through impactful outreach campaigns and webinar-led content marketing This role will own the entire lifecycle of multi-channel campaigns, drive webinar-led acquisition end-to-end, manage brand reputation across digital touchpoints, and collaborate cross-functionally to deliver measurable growth outcomes Key Responsibilities: Webinar-Led Acquisition StrategyOwn end-to-end webinar management as a key growth and content marketing channel, including:Speaker topic finalization, and upgrading deck theme pitch Video creative production: Oversee shoot coordination for video ads, creating videos from raw files, image ads copywriting, text ads, QR code link setup Oversee Landing page creation and complete flow setup Campaign orchestration for event reminders and webinar community management Execution management: webinar hosting, chat/QA moderation, poll management, etcMaintain PL for this channel with complete ownership of business metrics Client Outreach Campaign AutomationPlan, execute, and optimize multi-channel client acquisition and engagement campaigns via email, WhatsApp, SMS, and push notifications Leverage automation tools such as MoEngage, WebEngage, Zepic, etc, to build targeted journeys and lifecycle campaigns Collaborate with product, design, content, and analytics teams to segment audiences and personalize communication Requirements: 3-4 years of experience in digital marketing or growth roles Proven experience managing marketing automation platforms (MoEngage, WebEngage or equivalent) Strong strategic thinking with hands-on ability to execute and optimize Excellent communication skills written and verbal with a knack for crafting user-facing content Strong project management and stakeholder coordination skills Data-driven decision-making and familiarity with campaign analytics tools Preferred: Experience in fintech, consumer tech, or subscription-driven businesses Prior ownership of app acquisition/reviews or app store optimization is a plus Familiarity with webinar platforms and martech automation ecosystems

Be Part of a Transformation: Work with a company that is pioneering wealth management solutions in India. Drive Impact: Play a critical role in enhancing the performance and efficiency of a key business channel. Collaborate and Innovate : Be part of a vibrant culture that values teamwork, innovation, and professional growth. Empower Financial Futures: Contribute to building meaningful financial outcomes for clients, shaping their wealth and life goals. Grow with Us : Join a growing organization that values your skills, ideas, and career aspirations. Candidate Profile Experience : 7+ years in wealth management or related roles, including team management experience. Qualifications : Bachelors degree (Finance/Economics preferred); advanced certifications like CFP/CFA Level 2 or 3 (preferred). Role Summary The Senior Relationship Manager oversees client portfolios and team performance, ensuring the delivery of exceptional financial guidance while driving business growth. This role involves managing high-value clients, mentoring Junior and Trainee RMs, and contributing to strategic initiatives. Key Responsibilities Client Portfolio Management Act as the primary advisor for a portfolio of high-net-worth clients, delivering personalized financial solutions. Conduct in-depth financial planning and asset allocation aligned with clients' long-term goals. Address complex client scenarios, including market downturns and challenging situations. Team Leadership Mentor and guide Junior and Trainee RMs, fostering a culture of continuous learning and excellence. Ensure team adherence to Scripboxs standards of reliability, credibility, and client intimacy. Provide feedback and conduct regular performance reviews for team members. Business Growth Strategy Drive growth in Net AUA by increasing SOW with existing clients and acquiring referrals. Lead initiatives to enhance client experience and operational efficiency. Represent Scripbox at industry events, thought leadership forums, and client gatherings. Skills Competencies Deep expertise in financial planning, market dynamics, and client servicing. Proven leadership and team management capabilities. High emotional intelligence, empathy, and the ability to build trust with clients and team members. Strategic mindset with a focus on business development and operational excellence. Growth Path Opportunities to advance into Regional Manager or leadership roles in Scripboxs wealth management division.

Scripbox is hiring a Strategy Analyst to drive stakeholder management, strategic planning,fundraise support, mergers and acquisitions, financial planning + modelling, and businessanalytics + insights. Key Responsibilities 1. Stakeholder Management: Act as a liaison for board and investor communications,delivering board decks, other investor updates, and appropriate responses torequests. 2. Strategic and Financial Planning: Drive financial planning initiatives andperformance tracking reviews, relying on robust modeling and strong data driveninsights. 3. Fundraising: Play a key role across fundraise stages, including data roompreparation, investor engagement, business evaluation, commercial negotiations,deal structuring, due diligence, and transaction documentation. 4. Mergers Acquisitions: Identify and evaluate acquisition opportunities, leadingfinancial analysis, due diligence, and negotiations to drive transactions to closure,and support post-merger integration where necessary. 5. Business Analytics Insights: Deliver real-time business intelligence and deepdive analyses to optimise decision making across teams and enhance overallbusiness performance. Requirements Experience: 3-5 years of experience in the founders office, corporate development,corporate strategy, strategy consulting, venture capital, private equity,investment banking, or a related role Skills and Attributes : Possesses strong analytical and strategic acumen, with expertise in financialmodeling, business analysis, and market evaluation, along with the ability tobreak down complex problems, assess business performance, and developdata driven recommendations. Demonstrates a high degree of execution and ownership, proactivelymanaging multiple high-stakes projects, driving initiatives with minimaloversight, and ensuring timely, high quality outcomes. Excels in stakeholder management and communication, effectively engagingsenior leaders, investors, and cross-functional teams while translatingcomplex financial and strategic insights into clear, compelling narratives withdiscretion and confidentiality. Why Join Us Work in a dynamic and innovative environment with unique growth opportunities. Exposure to senior leadership and strategic decision making. Develop your skills in key corporate strategy areas within

We are seeking a highly motivated Wealth Management Intern to support in client research,business development, prospecting, follow-up, and organizing sessions. The role will requireyou to engage with potential clients, schedule meetings, and assist in the preparation ofpresentations. Additionally, you will contribute to business development initiatives and leadmanagement activities. Key Responsibilities: Business development and prospecting via email, calls, and social media to arrangeintroductory sessions. Follow up with clients and prospects, ensuring a streamlined communication processand timely scheduling of meetings. Assist in the preparation of presentations for client meetings and internal reporting. Organize and coordinate client sessions and business meetings. Develop strategies and business development initiatives.Requirements: Education: Currently pursuing or having completed an undergraduate degree. Strong desire to learn and grow within the wealth management sector. Key Skills: Excellent verbal and written communication abilities. Proficiency in PowerPoint and social media engagement. Highly organized, proactive, and detail-oriented.Benefits: Mentorship and guidance from industry professionals. Networking opportunities within the wealth management sector. Learning and development through hands-on experience.

Reports to : Head of Client Relationships Experience : minimum 10 to 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. Youll combine personal client advisory with business people leadership - mentoring your team, enforcing Scripboxs 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 Scripboxs 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 to 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 Youll 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.

A contact center associate is a person who provides assistance to customers via calls and Chats. Their primary role is to address customer issues and resolve them in a timely and efficient manner. Qualification for Calling Agent: 4 or more years experience in the contact centre and preferably in the wealth management industry Bachelors degree (or equivalent) English: Fluent Ability to speak 2 or more regional languages Good knowledge of Mutual funds, Knowledge of Insurance and Stocks will be an added advantage Roles and responsibilities To assist customers with queries related to their investments, products , features etc via calls and chats and deal with multiple customers Acquire required product and process knowledge and keep a track of all the changes Maintaining a positive, empathetic and professional attitude toward customers at all times. Identify and assess customers needs to achieve satisfaction Build sustainable relationships and trust with customer accounts through open and interactive communication Provide accurate, valid and complete information by using the right methods/tools and record all customer interactions Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution Follow communication procedures, guidelines and policies Take the extra mile to engage customers Follow the escalation matrix and SLA to achieve process goals Gather customer feedback and share with our Product team for improvement Flexible to switch roles when needed and support chat to keep the BAU activities running smoothly. Flexible to work on rosters - 5 days a week and rotational offs

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

Financial Data Entry: Accurately enter financial data into accounting software and spreadsheets. Accounts Receivable/Payable: Assist in managing accounts receivable and payable, including issuing invoices, processing payments, and reconciling accounts. Bank Reconciliation: Assist in reconciling bank statements with general ledger balances. Expense Tracking: Monitor and track expenses, ensuring they are properly recorded and categorized. Assistance in Financial Reporting: Assist in preparing financial reports and statements as required. Compliance Support: Assist in ensuring compliance with accounting policies, procedures, and regulations. Documentation: Maintain organized and accurate financial records and documentation. Job Requirements: Bachelors degree in Accounting, Finance, or related field. Strong numerical and analytical skills. Proficiency in Microsoft Excel and accounting software. Attention to detail and accuracy in data entry and financial records. Ability to work effectively in a team environment. Strong communication and interpersonal skills. Ability to handle confidential information with integrity. Desired Skills: Basic understanding of accounting principles and practices. Familiarity with tax regulations and compliance requirements. Ability to multitask and prioritize tasks effectively. Willingness to learn and adapt to new technologies and processes. Problem-solving skills and ability to troubleshoot discrepancies. Time management skills to meet deadlines efficiently.

Internship Opportunity: Project Management Intern – M&A Team at Scripbox Location: Bangalore Duration: 3 Months Start Date: Immediate Stipend: Competitive About Scripbox: Scripbox is India’s leading digital wealth manager, transforming how Indians manage their personal finances. Our M&A team plays a critical role in driving strategic growth by acquiring and integrating Independent Financial Advisors (IFAs) into our platform, enabling scalable expansion and enhanced customer offerings. Role Overview: We are seeking a highly motivated Project Management Intern to support the M&A team in driving acquisition and integration projects. The intern will work closely with senior leaders to track, coordinate, and ensure timely execution of various workstreams involved in onboarding new partners and aligning them to Scripbox’s business model. Job Description Key Responsibilities: Support the end-to-end project management of M&A integration initiatives Maintain detailed project trackers, timelines, and status dashboards Coordinate with cross-functional teams (product, legal, compliance, operations, marketing, etc.) to gather inputs and ensure alignment Assist in preparing presentations, reports, and documentation for internal and external stakeholders Identify project bottlenecks, escalate risks, and help drive timely resolution Support due diligence and post-deal integration efforts with clear documentation and follow-through Who You Are: Currently pursuing or recently completed a degree in Business, Finance, Economics, or Engineering Demonstrated interest or coursework in Project Management or M&A/Strategy Excellent communication, documentation, and organizational skills Ability to work independently, take initiative, and manage multiple priorities Strong analytical mindset and attention to detail What You’ll Gain: First-hand exposure to live M&A transactions and post-deal execution Opportunity to learn how fintech M&A is executed in a high-growth environment Mentorship from seasoned professionals in strategy, finance, and operations A potential pathway to future opportunities within Scripbox or the wider fintech ecosystem

About Scripbox: Scripbox is India’s leading digital wealth management platform, on a mission to help individuals make smarter investment decisions. As part of our growth strategy, we are actively acquiring and integrating Independent Financial Advisors (IFAs) into our ecosystem. Our M&A team plays a critical role in sourcing, evaluating, and integrating these partners to create long-term value. Job Description Role Overview: We are looking for a highly motivated M&A Analyst to join our Corporate Development team. The ideal candidate will support deal sourcing, financial analysis, due diligence, and post-acquisition integration efforts. You will work cross-functionally with business, legal, product, and operations teams to execute strategic acquisitions that accelerate Scripbox’s growth. Key Responsibilities Assist in identifying, evaluating, and profiling potential acquisition targets Support deal sourcing efforts through research, outreach, and market mapping Conduct financial modeling, valuation analyses, and scenario planning Prepare investment memos and presentations for internal stakeholders Coordinate and support due diligence across business, financial, legal, and operational areas Help design and execute integration plans in collaboration with functional leaders Maintain M&A pipeline trackers and reporting dashboards Analyze industry trends, competitive landscape, and macro drivers influencing inorganic growth Required Qualifications: Master’s degree in Finance, Economics, Business, or a related field 1–3 years of work experience in M&A, Investment Banking, Consulting, or Corporate Strategy ? Strong understanding of financial statements, valuation techniques, and business models Excellent Excel and PowerPoint skills Familiarity with due diligence processes and integration challenges Strong attention to detail, organizational skills, and ability to handle multiple projects Clear written and verbal communication skills Comfort working in a fast-paced, entrepreneurial environment Preferred Qualifications: Experience in the financial services or fintech sector Exposure to working with independent financial advisors or distribution businesses Why Join Us: Be part of a mission-driven fintech that is shaping the future of wealth management in India Exposure to full-cycle M&A: from deal sourcing to integration Opportunity to work closely with senior leadership and founders ? Accelerated learning environment and potential for long-term growth Skills M &A