Relationship Manager

Location: Gurgaon

Experience:4–5 years in financial services, investment advisory, Wealth RM.

Qualification: MBA (or) M Com (or) any Post Graduate in Finance,NISM V,XA,XB

About Scripbox Wealth Managers
- At Scripbox, we are a new-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 reach across India, we're looking for agile relationship managers with expertise, empathy & integrity to help our clients grow their wealth and fulfill their life goals with confidence. We operate in an agile empower-team structure that enables speed, ownership, and personalized service at scale.

Role Overview
- As a Relationship Manager (RM), you will be an integral member of a client relationship team. You should have experience in client management, financial planning, investment products, and personalized service,



all within a structured learning environment.

Key Responsibilities

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 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 Scripbox's advisory tools, risk assessment frameworks, and planning models.

Process, Documentation & Compliance
- Maintain accurate and up-to-date records of client

📌 Relationship Manager-Gurgaon (Gurugram)
🏢 TAAS Partners
📍 Gurugram