Senior Relationship Manager - Wealth Manager -Chennai
Posted 1 week ago
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.
Job Summary
