Senior Relationship Manager - Wealth Manager -Chennai

About Us

Founded in 2012, Scripbox is a full-stack Digital Wealth Management company with the sole objective of simplifying complex investing concepts through automation with the help of technology, data & science. We partner with our customers & help them navigate their investment journey with the sole objective of helping them attain their financial goals.

Job Description

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 a critical role in enhancing the performance and efficiency of a key business channel.
• Collaborate and Innovate : Be part of a vibrant culture that values teamwork, innovation, and professional growth.
• Empower Financial Futures : Contribute to building meaningful financial outcomes for clients, shaping their wealth and life goals.
• Grow with Us : Join a growing organization that values your skills, ideas, and career aspirations.

Candidate Profile

Experience : 7+ years in wealth management or related roles, including team management experience.

Qualifications : Bachelor's degree (Finance / Economics preferred); advanced certifications like CFP / CFA Level 2 or 3 (preferred).

Role Summary

The Senior Relationship Manager oversees client portfolios and team performance, ensuring the delivery of exceptional financial guidance while driving business growth. This role involves managing high-value clients, mentoring Junior and Trainee RMs, and contributing to strategic initiatives.

Key Responsibilities

Skills & Competencies

Growth Path

Opportunities to advance into Regional Manager or leadership roles in Scripbox's wealth management division.

Skills Required

Leadership, Team Management, Operational Excellence, Financial Planning, Client Servicing, Business Development