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 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.

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/Q&A moderation, poll management, etcMaintain P&L 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.

Reports to : Head of Client Relationships Experience : Minimum 10 to 12 years in wealth management or high-touch client advisory 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

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.

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

Scripbox is hiring a Strategy Analyst to drive stakeholder management, strategic planning,fundraise support, mergers and acquisitions, financial planning & modelling, and business analytics & 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