Relationship Manager “Client Relations”

Full Time

Company Name : Scripbox

Company Website :

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/CFA/QPFP/BBA/BCOM/MBA/MCOM/BSW/MSW

Desired years of prior work experience : 1-3 years

Desired profile of candidate :

Salary Range (if any) : Industry Standard

Any other information :
Hiring Manager Details:

Divisha Shetty

[email protected]

9886341741 (WhatsApp only)