Team Leader – Senior Wealth Manager

About Scripbox Wealth Managers
At Scripbox, we are a new-age, client-first wealth management firm committed to growing
with
our clients-not just managing their wealth, but enabling their aspirations through intelligent advice, deep relationships, and a digital foundation that scales trust.

As we scale our reach across India, we're looking for dynamic relationship managers with expertise, empathy & integrity to help our clients grow their wealth and fulfill their life goals with confidence. We operate in an agile empower-team structure that enables speed, ownership, and personalized service at scale.

Job Description
Team Leader – Senior Wealth Manager

Location
: Multiple cities across India

Reports to
: Head of Client Relationships

Experience
: minimum 10–12 years in wealth management or high-touch client advisory

About Scripbox Wealth Managers
At Scripbox, we are a new-age, client-first wealth management firm committed to growing
with
our clients-not just managing their wealth, but enabling their aspirations through intelligent advice, deep relationships, and a digital foundation that scales trust.

As we scale our reach across India, we're looking for dynamic relationship managers with expertise, empathy & integrity to help our clients grow their wealth and fulfill their life goals with confidence. We operate in an agile empower-team structure that enables speed, ownership, and personalized service at scale.

Role Overview

As a
Team Leader
, you will be responsible for owning and growing a book of high-value clients, while also leading a team of Relationship Managers. You'll combine personal client advisory with business & people leadership - mentoring your team, enforcing Scripbox's client-centric philosophy, driving growth for your team and ensuring consistent delivery of world-class service.

Key Responsibilities

Client Leadership

• Personally manage a portfolio of high-value clients, offering tailored advice and long-term planning solutions.
• Act as a senior advisor and escalation point within the team for complex client needs.
• Collaborate with the investment and research teams to deliver optimal client outcomes.

Business leadership

• Drive growth of your team as a business unit.
• Identify opportunities and run growth experiments in consultation with Head of Client Relationships
• Collaborate with client experience & new client acquisition teams to achieve growth objectives

Team Management & Team Coaching

• Lead, mentor, and develop a team comprising RMs of different experience levels.
• Conduct regular review sessions, skill training, and pipeline planning.
• Foster a high-performance, client-obsessed culture within the team.

Process and Discipline

• Ensure that the team follows advisory frameworks, SOPs, and internal service standards.
• Drive usage of CRM tools and uphold data discipline.
• Monitor activity metrics, client satisfaction, and revenue outcomes for the pod.

Compliance and Ethics

• Be a champion of the Scripbox way of working with clients. Uphold Scripbox's standards of fiduciary responsibility and compliance.
• Serve as the first line of oversight on risk, suitability, and advisory practices within the team.
• Ensure adherence to SEBI/SEBI-RIA norms and internal compliance protocols.

Ideal Profile

• 10–12 years of experience in wealth management, premium banking, or family office advisory.
• Proven track record of managing high-value clients with high levels of trust and personalization.
• Experience mentoring or managing team members.
• Strong financial acumen and ability to simplify complex concepts for clients.
• High emotional intelligence, ownership mindset, and a natural team builder.

What You'll Get

• Business ownership within a modern, empowered-team-based wealth management structure.
• A supportive yet empowered culture focused on growth - for you, your team, and your clients.
• Direct influence on the evolution of advisory excellence in India.

Skills

• Wealth Manager