Role Overview: 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, ...

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 ...

Reports to: Head of Client Relationships Experience: minimum 10–12 years in wealth management or high-touch client advisory Role Overview As a Team Leader, you will be responsible for owning and growing a book of high-value clients, while also leading ...

Roles and responsibilities To assist customers with queries related to their investments, products , features etc via calls and chats and deal with multiple customersAcquire required product and process knowledge and keep a track of all the changesMaintaining ...

Requirements ? Experience: 3-5 years of experience in the founder’s office, corporate development, corporate strategy, strategy consulting, venture capital, private equity, investment banking, or a related role Skills and Attributes: Possesses strong ...

Job Description / Key Responsibilities: 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 ...

Core Responsibilities: Engage with the clients regularly and conduct their portfolio reviews.Understand the client's goals, aims and aspirations and ensure his investment strategy is aligned with it.Monitor financial market trends to ensure that plans ...