Client Engagement:
- Build and deepen relationships with an assigned book of clients.
- Understand client goals, risk profiles, and investment preferences to deliver personalized advice.
- Regularly review portfolios and recommend rebalancing, upgrades, or current strategies in line with their financial journey.
- Prepare client briefs, review notes 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.
- 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:
- Maintain accurate and up-to-date records of client interactions, tasks, and service history in the CRM.
- Learn and adhere to Scripboxs protocols on ethical conduct and confidentiality.
- Adhere to the process set internally by Scripbox to comply with SEBI guidelines and regulatory framework.
Learning and Growth Pathway:
- Actively participate in training sessions, knowledge-sharing discussions, and shadowing large investment opportunities.
- Set and track learning milestones in investment advisory, client engagement, and portfolio management.
Preferred candidate profile
- 4-5 years of experience in financial services as a wealth manager or a RM. AMC experience.
- Mandatory Requirement: The candidate is NISM VA certified and XA,XB CERTIFIED.
- Strong communication and interpersonal skills with a willingness to learn and grow
- High attention to detail, client empathy, and process discipline.
- Analytical and process oriented and have the ability to prioritise deliverables
- Passionate about personal finance,capital markets and interested in building a long-term career in wealth management.
- Good knowledge of Indian Equity & Debt markets and th