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.

Role & responsibilities:

Client Engagement

Build and deepen relationships with current clients and onboard them onto the wealth management book.

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 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.

Work towards readiness to graduate into a Wealth Manager role over time.

Preferred candidate profile :

1-3 years of experience in financial services, banking, or a client-focused role (internships included).

Mandatory Requirement: The

📌 Relationship Manager (Pune)
🏢 TAAS Partners
📍 Pune