Senior Relationship Manager “Client Relations”
- Full Time
- Noida and Mumbai
Company Name : Scripbox
Company Website : https://scripbox.com
Company Profile : 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
No. of vacancies : 2
Job profile & responsibilities :
- Solve for customer financial need states with the help of Scripbox product.
- Engage with the customers regularly and conduct their portfolio reviews.
- Understand the customer'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
- Partner with customers on financial planning and help them chalk out changes required during different life stages.
- Deep understanding of the financial products – mutual funds, bonds, corporate fixed deposits, life and non-life insurance, PMS & other wealth services.
- Handhold customers throughout their investment journey. Manage the customer’s emotions across different market cycles and help them avoid behavioural mistakes.
- Be an ally to customers and help them with all their financial needs/requirements
- Achieve a higher share of wallet from the customers driven solely by happy customer experiences and by the principle of “Doing right by the customer”.
- Collaborate with cross-functional teams to ensure “Voice of the Customer” is recognized and changes are made internally to accommodate them.
Preferred qualification/s (Education, Certifications, etc) : CFP and (any graduation)
Desired years of prior work experience : 4 + years
Desired profile of candidate
Salary Range (if any) : Industry Standard
Any other information : https://scripbox.hire.trakstar.com/app/?#openings/559656
- Hiring Manager Details: