Relationship Manager

About Client - One of the Top FinTech firms operating in Financial Advisory and Portfolio Management

As a Relationship Manager on the PMS Acquisition team you own the prospect-to-investor

sales cycle for HNI clients exploring Portfolio Management Services. Youll run exploration meetings conduct portfolio audits present the PMS strategies that best fit a clients 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 prospects 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 prospects existing portfolio across asset classes and surface gaps concentration risks tax inefficiencies and missed opportunities.

Translate the audit into a clear jargon-free narrative the client can act on.

Use the audit as a credibility-building moment Scripboxs perspective should feel sharper and more useful than what the client gets elsewhere.

Strategy Fitment & Presentation

Walk prospects through Scripboxs PMS offering and the available strategies; recommend the right fit based on the clients goals time horizon and risk appetite.

Explain trade-offs (volatility vs. growth liquidity vs. return tax treatment fee structure) using simple analogies and real examples.

Confidently handle pricing comparison and let me think about it objections without dropping the relationships warmth.

Sales Cycle Ownership & Closing

Drive the full sales cycle from first meeting to investment including follow-ups second meetings family/spouse conversations document walkthroughs and addressing concerns as they emerge.

Maintain a disciplined follow-up cadence; nothing falls through the cracks.

Hold the line on Scripboxs advisory principles even when a client pushes back close on conviction not concession.

Onboarding Hand-hold

Take the client through the operational onboarding KYC agreement funding and first transaction making it feel smooth and confidence-building.

Partner closely with the servicing RM pod to ensure a warm well-briefed transition into the long-term advisory relationship.

Process & Compliance

Maintain accurate up-to-date records of every prospect interaction in the CRM.

Adhere strictly to SEBI guidelines Scripboxs advisory principles and internal compliance protocols. No mis-selling no shortcuts.

Ideal Candidate Profile

Must-have

36 years in consultative sales ideally in wealth management private banking broking AMC/ distribution or comparable high-ticket B2C sales (real estate premium credit cards insurance to HNIs etc.).

A demonstrable track record of closing not just servicing not just relationship-building. We will dig into specific numbers and specific deals.

Strong discovery instincts: knows how to ask open-ended questions listen and steer a conversation without pushing.

Comfortable with a structured sales cycle keeps prospects warm runs disciplined follow-ups manages multiple parallel pipelines without losing the thread.

Calm confident decisive presence in HNI conversations. Comes across as a peer not a vendor.

High process discipline CRM hygiene meeting prep follow-through on commitments.

Working knowledge of Indian equity and debt markets; understands how MFs stocks and broader investment products work.

Good-to-have (not a hiring filter)

Prior exposure to PMS AIFs or other discretionary portfolio products. Domain depth on PMS will be built in-house through structured onboarding.

NISM certifications. The mandatory NISM Investment Adviser Level XXI VA XA & XB exams must be cleared within 6 months of joining if not already held.

A network of HNI relationships from prior roles (though leads will not be lead-gen dependent).

What we are not looking for

Pure servicing or relationship-maintenance backgrounds with no closing ownership.

Product-pushers who optimise for commission over fit.

Candidates who need PMS domain expertise as a crutch to feel confident in the room.