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. 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 transparent, 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, compari

📌 Relationship Manager (Bengaluru)
🏢 Corporate Stalwarts
📍 Bengaluru