Job Title: Associate Vice President

Location: Hyderabad, Telangana

No. of Positions: 1

Reports to: Chief Client Officer

About Company

Scripbox is a leading wealth management company with over 14 years of expertise and more than ₹23,000 crore in assets under management (AUM). We offer a comprehensive suite of wealth management solutions, including Mutual Fund Services (MFS), Registered Investment Advisor (RIA), and Portfolio Management Services (PMS), helping clients achieve their long-term financial goals.

As part of our growth journey, Scripbox has successfully acquired and integrated 10 companies since 2021, expanding our presence across eight office locations. Backed by Series D funding, we continue to scale rapidly, strengthen our wealth management capabilities, and deliver innovative, client-centric investment solutions across India.

About the Role:

We are seeking an experienced and entrepreneurial Associate Vice President to lead our Hyderabad branch and drive business growth across the region. This role combines client relationship management, business leadership, team development, and operational oversight.

The ideal candidate will have a strong track record of managing affluent and HNI/UHNI client relationships, building high-performing teams, and driving sustainable business growth. As the face of the organization in the region, the incumbent will be responsible for establishing a strong market presence while ensuring an exceptional client experience and operational excellence.

Role Overview

As Branch Head, you will own the overall performance of the Hyderabad branch, including revenue growth, client acquisition, relationship management, team leadership, and compliance. You will work closely with the Functional Head to execute regional growth strategies and ensure the branch operates as a high-performing business unit.

Key Responsibilities

Business Leadership & Growth

● Lead and manage the Hyderabad branch as an independent business unit.● Drive the achievement of branch revenue, AUM, client acquisition, and profitability targets.● Develop and execute regional business plans aligned with organizational objectives.●Identify growth opportunities through referrals, partnerships, networking, and market expansion initiatives.●Build and strengthen the organization's presence within the Hyderabad market and surrounding regions.





Client Relationship Management

● Manage and grow a portfolio of high-value HNI/UHNI clients.● Provide holistic wealth management and investment advisory solutions aligned with client goals.● Act as the senior escalation point for complex client requirements and relationship matters.● Build long-term, trusted relationships that drive client retention, referrals, and wallet-share growth.●Collaborate with investment, product, and research teams to deliver superior client outcomes.

Team Leadership & People Development

● Recruit, lead, mentor, and develop a team of Relationship Managers and support staff.● Set clear performance expectations and monitor team productivity against business goals.● Conduct regular coaching sessions, performance reviews, and development planning.● Foster a high-performance, client-centric, and collaborative culture within the branch.● Support succession planning and talent development initiatives.

Branch Operations & Governance

● Oversee end-to-end branch operations, ensuring efficiency and service excellence.● Ensure adherence to operational processes, service standards, and organizational policies.● Drive CRM adoption, data integrity, and disciplined client management practices.●Monitor business performance through MIS reporting, pipeline reviews, and branch dashboards.

Compliance & Risk Management

●Ensure strict adherence to regulatory requirements, compliance standards, and internal controls.● Act as the first level of oversight for client suitability, advisory practices, and risk management.● Maintain the highest standards of ethics, governance, and fiduciary responsibility.● Proactively identify and mitigate operational and business risks.

Stakeholder Management

● Collaborate closely with Product, Investment, Operations, Compliance, Marketing, and Client Experience teams.● Provide regular business updates, forecasts,



and strategic insights to the Functional Head.● Represent the organization at industry events, client forums, and networking opportunities.

Ideal Profile

● 10–12 years of experience in Wealth Management, Private Banking, Investment Advisory, Financial Services, or Relationship Management.● Proven success in managing HNI/UHNI client relationships and achieving revenue growth targets.● Prior experience leading teams, managing branch operations, or handling regional business responsibilities.● Strong understanding of investment products, financial planning, and wealth management solutions.● Demonstrated ability to build and scale client relationships through trust and advisory excellence.● Strong leadership, coaching, and stakeholder management skills.● Excellent communication, presentation, and negotiation capabilities.● High level of ownership, business acumen, and a customer-centric mindset.

Key Success Metrics

● Branch Revenue and Profitability Growth● Assets Under Management (AUM) Growth● Client Acquisition and Retention● Team Productivity and Performance● Client Satisfaction and Relationship Depth● Compliance and Operational Excellence● Regional Market Expansion and Brand Presence

What You'll Get

● Opportunity to lead and build a high-growth branch within a rapidly expanding organization.● Ownership of a regional business with significant influence on growth strategy and execution.● A collaborative and entrepreneurial work workplace focused on client success.● Opportunity to mentor talent and shape a high-performing team.● Direct exposure to senior leadership and strategic decision-making.

What We Offer

1. Competitive salary with comprehensive benefits, including NPS, gratuity, and performance-based rewards that recognize your skills and contributions.

2. Performance-based variable pay and incentive programs (role-based), along with additional function-specific benefits where applicable.

3. Flexible work policies that support work-life balance while enabling collaboration and productivity.

4. Annual learning and development allowance to support your professional growth, continuous learning, and upskilling.

5. Clear career progression opportunities with exposure to challenging, high-impact work in a collaborative, inclusive, and innovation-driven environment.

6. Comprehensive health benefits.

📌 Associate Vice President (Hyderabad)
🏢 Scripbox
📍 Hyderabad