Wealth Relationship Manager-Cochin, India
Posted 2 days 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.
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
Job Description
Position: Wealth Relationship Manager
Location: Cochin, India
Industry: Wealth Management
Experience: 1-2 yrs preferred
Education: Bachelor’s / Master’s Degree (preferably in Finance, Commerce, or Business Administration)
Certifications: NISM Series V-A (Mutual Funds), Series X-A, and Series X-B certifications mandatory
Language Requirements: Proficiency in Malayalam and English
Role Overview We are looking for an experienced and proactive Wealth Relationship Manager to join our wealth management team in Cochin. The ideal candidate will focus on acquiring and managing high-value clients, providing tailored financial solutions, and driving business growth. The candidate must have strong client acquisition skills, a proven track record in wealth management, and mandatory NISM certifications. Local market knowledge and fluency in Malayalam are essential.
Key Responsibilities
1. Client Acquisition:
o Identify, prospect, and onboard potential investors who would benefit from excellent investment research and advisory.
o Leverage local networks and market knowledge to generate leads.
o Conduct presentations and financial planning discussions to attract potential clients.
2. Relationship Management:
o Build and nurture long-term relationships with clients to enhance satisfaction and loyalty.
o Regularly review client portfolios to ensure alignment with their financial goals and market conditions.
o Proactively address client needs, offering value-added services and solutions.
3. Wealth Management Services: o Provide clients with personalized investment advice and wealth management strategies as per central recommendations
o Cross-sell mutual funds, PMS and other financial products as per client requirements.
o Educate clients about financial tools, market trends, and regulatory updates.
4. Regulatory Compliance: o Ensure all client interactions and transactions adhere to regulatory guidelines.
o Maintain up-to-date knowledge of NISM certifications and compliance requirements.
5. Team Collaboration: o Work closely with service relationship managers, research advisors, and operational teams to deliver seamless client experiences.
o Contribute to team growth by sharing insights and best practices.
Qualifications and Requirements
1. Education: o Bachelor’s/ Master’s degree in Finance, Commerce, Business Administration, or a related field.
2. Certifications: o Mandatory NISM certifications: Series V-A (Mutual Funds), Series X-A, and Series X-B.
3. Experience: o 1-2 years of experience in wealth management, financial services, or client acquisition roles preferred.
4. Skills and Competencies: o Excellent communication, presentation, and interpersonal skills.
o Strong analytical and financial planning capabilities.
o Proficiency in Malayalam and English.
o Familiarity with wealth management tools and CRM software is an advantage.
