Relationship Manager-Mumbai

Relationship Manager

Location : Mumbai

Reports to : Wealth Manager

Experience : 36 years in financial services, investment advisory, or client-facing roles

Qualification : MBA (or) M Com (or) CFA (or) any Post Graduate in Finance

About Scripbox Wealth Managers

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 reach across India, were 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 Relationship Manager (RM), you will be an integral member of a client relationship team, working directly under a Wealth Manager. This role is designed as a launchpad for future Wealth Managers - giving you hands-on exposure to client management, financial planning, investment products, and personalized service, all within a structured learning environment.

Key Responsibilities

Client Engagement

• Build and deepen relationships with an assigned book of high-value clients under the guidance of the Wealth Manager.
• Understand client goals, risk profiles, and investment preferences to deliver personalized advice.
• Regularly review portfolios and recommend rebalancing, upgrades, or new strategies in line with their financial journey.
• Prepare client briefs, review notes & performance reports for ongoing reviews and meetings.
• Ensure timely communication and updates to clients on key portfolio actions or changes.
• Get leads and references from clients and increase wallet share with them.
• Assist Wealth Managers with day-to-day client servicing, including follow-ups, queries, documentation, and appointment scheduling.
• Support the Wealth Manager in constructing financial plans, evaluating product suitability, and conducting portfolio analysis for clients.
• Collaborate with internal teams (investment, operations, compliance) to fulfill client needs.
• Develop familiarity with Scripboxs advisory tools, risk assessment frameworks, and planning models.

Process, Documentation & Compliance

Learning and Growth Pathway

Ideal Candidate Profile

What Scripbox Offers You

Skills

Apply Now

Locations : At Scripbox, we are a new-age, client-first wealth management firm committed to growing with our clientsnot just managing their wealth, but enabling their aspirations through intelligent advice, deep relationships, and a digital foundation that scales trust.

Skills Required

Financial Planning, Portfolio Analysis, Client Engagement, investment products, Crm