Client Successive Execuitve
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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, focusing on understanding client requirements and discussing investment opportunities.
- Drive monthly and quarterly business targets through proactive client outreach and effective conversion of prospects.
- Identify opportunities to generate additional investments from existing clients based on their financial needs.
- Build and maintain strong, long-term relationships with clients through regular and meaningful engagement.
- Understand clients' financial goals, investment preferences, and risk appetite.
- Provide personalized guidance to help clients make informed investment decisions.
- Conduct regular portfolio discussions and proactively engage clients based on evolving needs.
- Explain fundamental investment concepts to clients clearly — including Equity, Debt, and Bonds, and how these differ from traditional instruments like Fixed Deposits.
- Guide clients on the different types of equity funds (large-cap, mid-cap, small-cap, flexi-cap, sectoral/thematic, etc.) and help them understand which suits their goals.
- Recommend suitable mutual fund investment opportunities aligned with clients' financial goals and risk profiles.
- Educate clients on disciplined investing, diversification, and long-term wealth creation.
What they're looking for
- Bachelor's degree in Finance, Commerce, or a relevant discipline.
- Minimum 1–3 years of experience in sales, preferably in financial services, mutual funds, insurance, or banking.
- NISM Series V-A: Mutual Fund Distributors Certification is mandatory.
Nice to have
- Prior experience in telesales, client relationship management, or portfolio-related conversations is preferred.
- Certified candidates (for NISM) will be preferred.
- Familiarity with CRM systems is an advantage.
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 an Investment Coach with working knowledge of mutual funds and investment fundamentals to engage clients, analyze their portfolios, and guide them towards suitable investment opportunities. This role is suited for candidates who already understand core investment concepts and can hold informed conversations with clients about their money.
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, focusing on understanding client requirements and discussing investment opportunities.
Drive monthly and quarterly business targets through proactive client outreach and effective conversion of prospects.
Identify opportunities to generate additional investments from existing clients based on their financial needs.
Client Engagement & Relationship Management
Build and maintain strong, long-term relationships with clients through regular and meaningful engagement.
Understand clients' financial goals, investment preferences, and risk appetite.
Provide personalized guidance to help clients make informed investment decisions.
Conduct regular portfolio discussions and proactively engage clients based on evolving needs.
Investment Analysis & Advisory
Explain fundamental investment concepts to clients clearly — including Equity, Debt, and Bonds, and how these differ from traditional instruments like Fixed Deposits.
Guide clients on the different types of equity funds (large-cap, mid-cap, small-cap, flexi-cap, sectoral/thematic, etc.) and help them understand which suits their goals.
Recommend suitable mutual fund investment opportunities aligned with clients' financial goals and risk profiles.
Educate clients on disciplined investing, diversification, and long-term wealth creation.
Stay updated on market trends, mutual fund products, and investment strategies.
Qualification:
Bachelor's degree in Finance, Commerce, or a relevant discipline.
Minimum 1–3 years of experience in sales, preferably in financial services, mutual funds, insurance, or banking.
Prior experience in telesales, client relationship management, or portfolio-related conversations is preferred.
Skills:
Excellent communication skills in English and Hindi.
Working knowledge of investment fundamentals, including:
What Equity, Debt, and Bonds are.
Different types of equity funds and their risk-return characteristics.
How mutual funds differ from Fixed Deposits and other traditional savings instruments.
Strong interpersonal and relationship-building skills.
Strong presentation, negotiation, and objection-handling skills.
Proficiency in Microsoft Office tools; familiarity with CRM systems is an advantage.
Certifications:
NISM Series V-A: Mutual Fund Distributors Certification is mandatory. Certified candidates will be preferred; others must obtain certification within the required timeline.
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
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