Associate Client Successive Partner
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What you'll do
- Make 250+ dialed calls per day to potential and existing clients to generate leads and drive investment conversations.
- Achieve approximately 3 hours of talk time daily.
- Work towards monthly and quarterly business targets through proactive client outreach.
- Consistently follow up with prospects and clients to improve conversion.
- Build rapport with clients through confident, spontaneous, and clear communication.
- Understand client requirements and represent them accurately to guide the conversation.
- Provide a positive, professional first point of contact for clients.
- Ensure timely and professional resolution of basic client queries.
- Actively learn about mutual funds, investment products, and financial markets through structured training.
- Apply learnings from training to client conversations under guidance from seniors.
- Work towards and clear the NISM Series V-A certification within the required timeline.
What they're looking for
- Bachelor's degree in Finance or any relevant discipline.
- Freshers to candidates with up to 1 year of experience in sales, telecalling, customer service, or a related field.
- Excellent communication skills in English and Hindi.
- Confidence and spontaneity — ability to think on your feet and respond naturally to client questions without a rigid script.
- Strong listening skills and a genuine interest in learning about finance and investments.
- Basic proficiency in Microsoft Office tools (Excel, Word, PowerPoint).
- Comfortable working in a high-volume, target-driven calling environment.
- Willingness to take up and clear the NISM Series V-A (Mutual Fund Distributors) certification within the required timeline is mandatory.
Nice to have
- Prior experience in financial services is a plus but not required.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
About Company:
Scripbox is a leading wealth management company with over 14 years of expertise and more than ₹23,000 crore in assets under management (AUM). We offer a comprehensive suite of wealth management solutions, including Mutual Fund Services (MFS), Registered Investment Advisor (RIA), and Portfolio Management Services (PMS), helping clients achieve their long-term financial goals.
As part of our growth journey, Scripbox has successfully acquired and integrated 10 companies since 2021, expanding our presence across eight office locations. Backed by Series D funding, we continue to scale rapidly, strengthen our wealth management capabilities, and deliver innovative, client-centric investment solutions across India.
Role Overview:
We are looking for confident, quick-thinking individuals to join Scripbox as Investment Coach. This role is ideal for freshers or candidates with up to 1 year of experience who are eager to build a career in wealth management and financial services. No prior mutual fund knowledge is required — we will train you and support you in obtaining your NISM Series V-A certification.
Key Responsibilities:
Sales & Business Development
Make 250+ dialed calls per day to potential and existing clients to generate leads and drive investment conversations.
Achieve approximately 3 hours of talk time daily.
Work towards monthly and quarterly business targets through proactive client
outreach.
Consistently follow up with prospects and clients to improve conversion.
Client Engagement
Build rapport with clients through confident, spontaneous, and clear communication.
Understand client requirements and represent them accurately to guide the
conversation.
Provide a positive, professional first point of contact for clients.
Ensure timely and professional resolution of basic client queries.
Learning & Development
Actively learn about mutual funds, investment products, and financial markets
through structured training.
Apply learnings from training to client conversations under guidance from seniors.
Work towards and clear the NISM Series V-A certification within the required timeline.
Qualification:
Bachelor's degree in Finance or any relevant discipline. Candidates from other educational backgrounds with an aptitude for sales are welcome to apply.
Freshers to candidates with up to 1 year of experience in sales, telecalling, customer
service, or a related field.
Prior experience in financial services is a plus but not required.
Skills:
Excellent communication skills in English and Hindi.
Confidence and spontaneity — ability to think on your feet and respond naturally to client questions without a rigid script.
Strong listening skills and a genuine interest in learning about finance and
investments.
Basic proficiency in Microsoft Office tools (Excel, Word, PowerPoint).
Comfortable working in a high-volume, target-driven calling environment.
Certifications:
Willingness to take up and clear the NISM Series V-A (Mutual Fund Distributors) certification within the required timeline is mandatory.
What We Offer :
Competitive salary with comprehensive benefits, including NPS, gratuity, and performance-based rewards that recognize your skills and contributions.
Performance-based variable pay and incentive programs (role-based), along with additional function-specific benefits where applicable.
Flexible work policies that support work-life balance while enabling collaboration and productivity.
Annual learning and development allowance to support your professional growth, continuous learning, and upskilling.
Clear career progression opportunities with exposure to challenging, high-impact work in a collaborative, inclusive, and innovation-driven environment.
Comprehensive health benefits.
Company
Company facts come from this company's own listings. We only show what the postings themselves carry.