Found Description
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. wealth, but enabling their aspirations through intelligent advice, deep relationships, and helping them achieve their financial well-being. sales-driven Relationship Managers who can take a qualified lead through a structured 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. This is a pure consultative sales role. converted, AUM onboarded, and the quality of the client experience during the acquisition RM pod (who takes over the client relationship for long-term advisory after onboarding). Conduct first exploration meetings with qualified HNI leads — understand goals, risk Build a quick, accurate read of the prospect's financial context, decision-making style, and Ask the right questions to draw out unstated ...