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Relationship Manager Chennai



Customer Service
Chennai, Tamil Nadu, India · United States
Posted on Monday, June 10, 2024

Job Description

About Us

Founded in 2012, Scripbox is a full-stack Digital Wealth Management company with the sole objective of simplifying complex investing concepts through automation with the help of technology, data & science. We partner with our customers & help them navigate their investment journey with the sole objective of helping them attain their financial goals.

Why become a Scripter ?

We Scripters take immense pride in the business we are building. Our task is ambitious and we like to work hard as well as smart. If you are somebody who relishes challenges and contributes to a new way of thinking and investing in India, then you are just like us, a Scripter at your core! Also whilst being a part of the team would entail its own set of challenges, we very strongly believe in teamwork and ensuring that all those who are part of our family thrive. As a result of this, we have been recognized by Great Place To Work® as one of India’s best companies to work for two years in a row.

Hence if you love to interact with people, have a passion for personal finance, and can be a trusted companion to our customers in their financial journey then do read further about your responsibilities.

Core Responsibilities:

  • Engage with the clients regularly and conduct their portfolio reviews.
  • Understand the client's goals, aims and aspirations and ensure his investment strategy is aligned with it.
  • Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
  • Prepare and interpret client information such as investment performance reports, financial documents, summaries, and income projections.
  • Explain the concept of financial planning to clients and work closely with clients for the creation and implementation of their financial plans
  • Deep understanding of the financial products – mutual funds, bonds, corporate fixed deposits, PMS & other wealth services.
  • Handhold clients throughout their investment journey. Manage their emotions across different market cycles and help them avoid behavioral mistakes.
  • Be an ally to clients and help them with all their financial needs/requirements
  • Achieve a higher share of wallet from the clients driven solely by happy client experiences.
  • Acquire new clients through referrals from existing clients, as well as lead generation and prospecting.
  • Collaborate with cross-functional teams to ensure “Voice of the Client” is recognized and changes are made internally to accommodate them.

Desired Skill sets:

  • Postgraduate with 2-6 years of experience in the financial services domain
  • CFP Certification desirable
  • Thorough knowledge & zeal to learn about financial markets
  • Empathetic & Solution oriented
  • Good communication skills & Sincere Strong value system - Client interest first, Prioritizing, Respect, etiquette, etc.
  • Open to travel & work in a dynamic environment - Start-ups
  • NISM V-A, certifications - Since these are mandatory certificates from the regulators, either the candidate should have cleared these certificates or will be required to clear this within 60 days from the date of joining