Relationship Manager

About Scripbox

At Scripbox, we are a new-age, client-first wealth management firm committed to growing with

our clients and managing over Rs 20,000 Crs of Assets under Advice. Not just managing their

wealth, but enabling their aspirations through intelligent advice, deep relationships, and helping

them achieve their financial well-being.

As we scale our PMS proposition for HNI clients across India, we're looking for sharp,

sales-driven Relationship Managers who can take a qualified lead through a structured

discovery and close them into the right PMS strategy — with empathy, clarity, and conviction.

Role Overview

As a Relationship Manager on the PMS Acquisition team, you own the prospect-to-investor

sales cycle for HNI clients exploring Portfolio Management Services with Scripbox. You'll run

exploration meetings, conduct portfolio audits, present the PMS strategies that best fit a client's

goals, and hand-hold them through the decision and onboarding journey.

This is a pure consultative sales role. Your success is measured by qualified meetings

converted, AUM onboarded, and the quality of the client experience during the acquisition

journey. You will work in close partnership with the marketing team (who delivers qualified

leads), the investment/product team (who supports you on strategy fitment), and the servicing

RM pod (who takes over the client relationship for long-term advisory after onboarding).

Key Responsibilities

Discovery & Exploration

Conduct first exploration meetings with qualified HNI leads — understand goals, risk

profile, existing portfolio, and the trigger for considering PMS.

Build a quick, accurate read of the prospect's financial context, decision-making style, and

what success looks like for them.

Ask the right questions to draw out unstated concerns, not just stated preferences.Portfolio Audit & Diagnosis

Review the prospect's existing portfolio across asset classes and surface gaps,

concentration risks, tax inefficiencies, and missed opportunities.

Translate the audit into a clear, jargon-free narrative the client can act on.

Use the audit as a credibility-building moment — Scripbox's perspective should feel

sharper and more useful than what the client gets elsewhere.

Strategy Fitment & Presentation

Walk prospects through Scripbox's PMS offering and the available strategies; recommend

the right fit based on the client's goals, time horizon, and risk appetite.

Explain trade-offs (volatility vs. growth, liquidity vs. return, tax treatment, fee structure)

using simple analogies and real examples.

Confidently handle pricing, comparison, and let me think about it objections without

dropping the relationship's warmth.

Sales Cycle Ownership & Closing

Drive the full sales cycle from first meeting to investment — including follow-ups, second

meetings, family/spouse conversations, document walkthroughs, and addressing

concerns as they emerge.

Maintain a disciplined follow-up cadence; nothing falls through the cracks.

Hold the line on Scripbox's advisory principles even when a client pushes back — close

on conviction, not concession.

Onboarding Hand-hold

Take the client through the operational onboarding — KYC, agreement, funding, and first

transaction — making it feel smooth and confidence-building.

Partner closely with the servicing RM pod to ensure a warm, well-briefed transition into

the long-term advisory relationship.

Process & Compliance

Maintain accurate, up-to-date records of every prospect interaction in the CRM.

Adhere strictly to SEBI guidelines, Scripbox's advisory principles, and internal compliance

protocols. No mis-selling, no shortcuts.

Ideal Candidate Profile

Must-have

3–6 years in consultative sales, ideally in wealth management, private banking, broking,

AMC/distribution, or comparable high-ticket B2C sales (real estate, premium credit cards,

insurance to HNIs, etc.).

A demonstrable track record of closing

— not just servicing, not just relationship-building.

We will dig into specific numbers and specific deals.

Strong discovery instincts: knows how to ask open-ended questions, listen, and steer a

conversation without pushing.

Comfortable with a structured sales cycle — keeps prospects warm, runs disciplined

follow-ups, manages multiple parallel pipelines without losing the thread.

Calm, confident, decisive presence in HNI conversations. Comes across as a peer, not a

vendor.

High process discipline — CRM hygiene, meeting prep, follow-through on commitments.

Working knowledge of Indian equity and debt markets; understands how MFs, stocks, and

broader investment products work.