The posting
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. 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, 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 — Scripbox's perspective should feel sharper and more useful than what the client gets elsewhere.
Strategy Fitment & Presentation
Walk prospects through Scripbox's PMS offering and the available strategies; recommend the right fit based on the client's 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 relationship's 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 Scripbox's 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, Scripbox's advisory principles, and internal compliance protocols. No mis-selling, no shortcuts.
Ideal Candidate Profile
Must-have
3–6 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.
