Reports to: Wealth Manager Experience: 1–5 years in financial services, investment advisory, or client-facing roles Qualification: MBA (or) M Com (or) CFA (or) any Post Graduate in Finance Role Overview As a Relationship Manager (RM), you will be an ...

Key Responsibilities: Webinar-Led Acquisition Strategy Own end-to-end webinar management as a key growth and content marketing channel, including: Speaker & topic finalization, and upgrading deck theme & pitch.Video & creative production: ...

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 ...

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 ...

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 ...