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Team Leader – Senior Wealth Manager

Team Leader – Senior Wealth Manager

ConfidentialBengaluru / Bangalore, India
9 days ago
Job description

About Scripbox Wealth Managers

At Scripbox, we are a new-age, client-first wealth management firm committed to growing with our clients-not just managing their wealth, but enabling their aspirations through intelligent advice, deep relationships, and a digital foundation that scales trust.

As we scale our reach across India, we're looking for dynamic relationship managers with expertise, empathy & integrity to help our clients grow their wealth and fulfill their life goals with confidence. We operate in an agile empower-team structure that enables speed, ownership, and personalized service at scale.

Job Description

Team Leader – Senior Wealth Manager

Location : Multiple cities across India

Reports to : Head of Client Relationships

Experience : minimum 10–12 years in wealth management or high-touch client advisory

About Scripbox Wealth Managers

At Scripbox, we are a new-age, client-first wealth management firm committed to growing with our clients-not just managing their wealth, but enabling their aspirations through intelligent advice, deep relationships, and a digital foundation that scales trust.

As we scale our reach across India, we're looking for dynamic relationship managers with expertise, empathy & integrity to help our clients grow their wealth and fulfill their life goals with confidence. We operate in an agile empower-team structure that enables speed, ownership, and personalized service at scale.

Role Overview

As a Team Leader , you will be responsible for owning and growing a book of high-value clients, while also leading a team of Relationship Managers. You'll combine personal client advisory with business & people leadership - mentoring your team, enforcing Scripbox's client-centric philosophy, driving growth for your team and ensuring consistent delivery of world-class service.

Key Responsibilities

Client Leadership

  • Personally manage a portfolio of high-value clients, offering tailored advice and long-term planning solutions.
  • Act as a senior advisor and escalation point within the team for complex client needs.
  • Collaborate with the investment and research teams to deliver optimal client outcomes.

Business leadership

  • Drive growth of your team as a business unit.
  • Identify opportunities and run growth experiments in consultation with Head of Client Relationships
  • Collaborate with client experience & new client acquisition teams to achieve growth objectives

    • Team Management & Team Coaching

  • Lead, mentor, and develop a team comprising RMs of different experience levels.
  • Conduct regular review sessions, skill training, and pipeline planning.
  • Foster a high-performance, client-obsessed culture within the team.

    • Process and Discipline

  • Ensure that the team follows advisory frameworks, SOPs, and internal service standards.
  • Drive usage of CRM tools and uphold data discipline.
  • Monitor activity metrics, client satisfaction, and revenue outcomes for the pod.

    • Compliance and Ethics

  • Be a champion of the Scripbox way of working with clients. Uphold Scripbox's standards of fiduciary responsibility and compliance.
  • Serve as the first line of oversight on risk, suitability, and advisory practices within the team.
  • Ensure adherence to SEBI / SEBI-RIA norms and internal compliance protocols.

    • Ideal Profile

  • 10–12 years of experience in wealth management, premium banking, or family office advisory.
  • Proven track record of managing high-value clients with high levels of trust and personalization.
  • Experience mentoring or managing team members.
  • Strong financial acumen and ability to simplify complex concepts for clients.
  • High emotional intelligence, ownership mindset, and a natural team builder.

    • What You'll Get

  • Business ownership within a modern, empowered-team-based wealth management structure.
  • A supportive yet empowered culture focused on growth - for you, your team, and your clients.
  • Direct influence on the evolution of advisory excellence in India.

    • Skills

  • Wealth Manager

    • Skills Required

    Wealth Manager, Financial Acumen, CRM Tools, Team Management

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    Team Leader – Senior Wealth Manager • Bengaluru / Bangalore, India