About Scripbox

At Scripbox, we are a current-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 inefficie

📌 Relationship Manager (India)
🏢 Scripbox
📍 India