About Scripbox

At Scripbox, we are a recent-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.

No. Of Positions: 3

Work Mode: In office

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, concen

📌 Relationship Manager (Bengaluru)
🏢 Scripbox
📍 Bengaluru