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Role Overview: We are seeking a skilled Business Analyst to join our Platform Team. The ideal candidate will
have strong data analysis capabilities, excellent troubleshooting skills, and the ability to
collaborate effectively with multiple functions including operations, customer support, and
engineering. Strong documentation skills are essential. Key Responsibilities:
 Analyse and interpret data to provide actionable insights for platform improvements.
 Understand system workflows and contribute to optimising processes.
 Troubleshoot platform issues and work closely with development teams to implement
solutions.
 Collaborate with operations, customer support, and other functions to ensure
seamless platform performance. Document processes, workflows, and troubleshooting procedures in a clear and
concise manner.
 Gather and analyse requirements for new features and enhancements.
 Conduct user acceptance testing (UAT) and support the rollout of new platform
features. 
Requirements:&nbsp; &nbsp;2 years of relevant experience
 &nbsp;Bachelor’s degree in Business, Computer Science, or a related field.
 &nbsp;Excellent documentation skills with a keen eye for detail.
 &nbsp;Structured thinking and communication
 &nbsp;Experience using data to drive decision-making &nbsp;Proficiency in data analysis tools and software like SQL / Excel. Preferred but not essential:
 Experience in the fintech or wealth management industry. Why Join Scripbox: &nbsp;Be part of a dynamic and innovative team dedicated to transforming the wealth
management industry.
 &nbsp;Opportunity to work in a collaborative environment with ample opportunities for
professional growth.
 &nbsp;Competitive salary and benefits package.

Business Analyst

The Company Secretary will lead the secretarial, governance, and regulatory compliance framework for Scripbox and its subsidiaries. The role is central to strengthening Board governance, SEBI compliance, corporate structuring, and pre and post IPO complainces.
Key Responsibilities
1. Corporate Governance &amp; Secretarial Compliance
<ul><li>Ensure full compliance with the Companies Act, 2013, MCA filings, and secretarial standards.</li><li>Manage Board, Committee and Shareholder meetings, including agendas, minutes, resolutions, and action tracking.</li><li>Maintain statutory registers, member records, share certificates, and digital secretarial files.</li><li>Handle annual filings, XBRL, event-based filings, and group-entity compliances.</li><li>Advise management on corporate law matters, corporate restructuring, ESOPs, and shareholder actions.</li></ul>

2. SEBI, Listing &amp; Pre-IPO Support
<ul><li>Lead compliance for SEBI (ICDR, LODR) regulations in preparation for listing.</li><li>Coordinate with merchant bankers, lawyers, and auditors for DRHP, DD, governance checks.</li><li>Ensure adherence to SEBI governance norms—Board committees, policies, disclosures, insider trading framework, etc.</li><li>Manage cap table, ESOP pool, vesting records, and compliance with SEBI ESOP regulations.</li><li>Support due diligence for investor queries, capital actions, and regulatory submissions.</li></ul>

3. Transactions, Structuring &amp; Legal Coordination
<ul><li>Support corporate actions such as:<ul><li>Mergers, Amalgamations, Business transfers, Capital restructuring</li><li>Rights issues / private placements / preferential allotments</li></ul></li><li>Ensure timely regulatory approvals (MCA, SEBI, ROC, RBI where applicable).</li><li>Review transaction documents with legal counsel and monitor compliance timelines.</li></ul>

4. Shareholder &amp; Investor Support
<ul><li>Coordinate with RTA for maintaining shareholder records and resolving investor queries.</li><li>Manage communications with investors, including disclosures, share transfers, and documentation.</li></ul>

5. Internal Controls &amp; Policy Framework
<ul><li>Develop governance policies—Code of Conduct, Insider Trading SOP, Board charters, D&amp;O compliance, etc.</li><li>Ensure readiness for internal audits, statutory audits, and risk control matrices for governance.</li></ul>

Skills &amp; Qualifications
<ul><li>ACS (mandatory); LL.B. preferred</li><li>4–5 years’ experience in corporate secretarial roles, preferably in technology, BFSI, or regulated entities</li><li>Strong understanding of SEBI regulations, corporate restructuring, ESOP management</li><li>Excellent documentation, drafting, and communication skills</li><li>Ability to handle multi-entity compliance in a fast-paced environment</li><li>Experience in working with founders, investors, and senior leadership</li></ul>

Added advantages
<ul><li>Experience in IPO processes (drafting DRHP, governance readiness, due diligence)</li><li>Familiarity with ESOP accounting,&nbsp;</li><li>Exposure to handling merchant bankers and&nbsp; lawyers&nbsp;</li></ul>

Company Secretary  2

<h3>Key Responsibilities:</h3>
<h4>Webinar-Led Acquisition Strategy</h4>
Own end-to-end webinar management as a key growth and content marketing channel, including:
<ul><li>Speaker &amp; topic finalization, and upgrading deck theme &amp; pitch.</li><li>Video &amp; creative production: Oversee shoot coordination for video ads, creating videos from raw files, image ads &amp; copywriting, text ads, QR code &amp; link setup.</li><li>Oversee Landing page creation and complete flow setup&nbsp;</li><li>Campaign orchestration for event reminders and webinar community management.</li><li>Execution management: webinar hosting, chat/Q&amp;A moderation, poll management, etc.</li><li>Maintain P&amp;L for this channel with complete ownership of business metrics.</li></ul>
<h4>Client Outreach &amp; Campaign Automation</h4>
<ul><li>Plan, execute, and optimize multi-channel client acquisition and engagement campaigns via email, WhatsApp, SMS, and push notifications.</li><li>Leverage automation tools such as MoEngage, WebEngage, Zepic, etc., to build targeted journeys and lifecycle campaigns.</li><li>Collaborate with product, design, content, and analytics teams to segment audiences and personalize communication.</li></ul>
<h3>Requirements:</h3>
<ul><li>3-4 years of experience in digital marketing or growth roles.</li><li>Proven experience managing marketing automation platforms (MoEngage, WebEngage or equivalent).</li><li>Strong strategic thinking with hands-on ability to execute and optimize.</li><li>Excellent communication skills – written and verbal – with a knack for crafting user-facing content.</li><li>Strong project management and stakeholder coordination skills.</li><li>Data-driven decision-making and familiarity with campaign analytics tools.</li></ul>
<h3>Preferred:</h3>
<ul><li>Experience in fintech, consumer tech, or subscription-driven businesses.</li><li>Prior ownership of app acquisition/reviews or app store optimization is a plus.</li><li>Familiarity with webinar platforms and martech automation ecosystems.</li></ul>

Growth Marketing Manager-Bangalore

M&amp;A Program Manager
Location: Bangalore Employment Type: Full-Time Experience: 3–5 years Function: Corporate Development / Mergers &amp; Acquisitions
<hr>
Role Overview:
We are looking for a highly motivated M&amp;A Program Manager to join our Corporate Development team. The ideal candidate will support due diligence, and post-acquisition integration efforts. You will work cross-functionally with business, legal, product, and operations teams to execute strategic acquisitions that accelerate Scripbox’s growth.
<hr>
Key Responsibilities:
<ul><li>Execute on the end-to-end integration roadmap, including workstreams, timelines, milestones, and interdependencies.</li><li>Establish a governance structure (steering committees, cadence of reviews, decision-making protocols).</li></ul>
<ul><li>Orchestrate collaboration across all key teams and Ensure that each workstream has clarity on objectives, deliverables, and metrics.</li><li>Identify interdependencies and resolve cross-team conflicts or blockers.</li></ul>
<ul><li>Work with business leaders to quantify, track, and report synergies</li><li>Flag deviations and drive corrective actions.</li></ul>
<ul><li>Create and execute a change management strategy to support employee transitions.</li></ul>

M&A Program Manager

Key Responsibilities:
<ul><li>Client Relationship Management:<ul><li>Build, manage, and deepen relationships with mass affluent clients (clients with investable assets ranging from 25 L)</li><li>Regularly meet clients to assess their financial objectives and provide advice on investment strategies, retirement planning.</li><li>Develop personalized wealth management plans based on individual client goals, risk tolerance, keeping in mind asset allocation framework.</li><li>Ensure clients are educated on financial products and services and guide them in making informed decisions.</li></ul></li><li>Client Portfolio &amp; Asset Management:<ul><li>Oversee and review client portfolios regularly to ensure alignment with their financial goals and market conditions.</li><li>Offer periodic updates on portfolio performance and make necessary adjustments to the investment strategies.</li><li>Ensure compliance with regulatory and internal policies while managing client portfolios.</li></ul></li><li>Client Retention &amp; Service Excellence:<ul><li>Provide exceptional customer service and address client concerns promptly.</li><li>Ensure high levels of client satisfaction by maintaining consistent communication and delivering on commitments.</li><li>Follow up with clients regularly to ensure their changing needs are met and provide proactive solutions.</li></ul></li></ul>
<ul><li>Education:<ul><li>Bachelor’s degree in Finance, Economics, Business Administration, or a related field along with Relevant certifications like NISM V-A Certification.</li></ul></li><li>Experience:<ul><li>A person 3-5 years of experience in client relationship management ,wealth management, financial advisory, or private banking, with a focus on the mass affluent segment.&nbsp;</li><li>Strong understanding of investment strategies, financial planning, and wealth management products must speak Marati.</li><li>Experience with client relationship management and a proven track record of managing and growing a client base.</li></ul></li></ul>
<ul><li>Skills &amp; Competencies:<ul><li>Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.</li><li>Strong analytical and problem-solving abilities, with a keen attention to detail.</li><li>Ability to manage multiple clients and prioritize tasks effectively.</li><li>Deep knowledge of financial products and services, including investments, insurance, estate planning, and retirement solutions.</li><li>High level of professionalism and discretion when dealing with sensitive client information.</li><li>Reaching out to existing clients, includes calling on the available contact numbers, sending introduction mail, in case not able to reach with mentioned modes then check the address, so address visit is required. Travelling within Pune,&nbsp; should be familiar with Pune city and should be riding a two wheeler, which is the most common and convenient mode of transport in Pune</li></ul></li></ul>


<ul></ul>

Relationship Manager 

Role Overview
As a Relationship Manager (RM), you will be an integral member of a client relationship team, working directly under a Wealth Manager. This role is designed as a launchpad for future Wealth Managers - giving you hands-on exposure to client management, financial planning, investment products, and personalized service, all within a structured learning environment.
Key Responsibilities
Client Engagement

<ul><li>Build and deepen relationships with an assigned book of clients under the guidance of the Wealth Manager.</li><li>Understand client goals, risk profiles, and investment preferences to deliver personalized advice.</li><li>Regularly review portfolios and recommend rebalancing, upgrades, or new strategies in line with their financial journey.</li><li>Prepare client briefs, review notes for ongoing reviews and meetings.</li><li>Ensure timely communication and updates to clients on key portfolio actions or changes.</li><li>Get leads and references from clients and increase wallet share with them.</li><li>Collaborate with internal teams (investment, operations, compliance) to fulfill client needs.</li><li>Develop familiarity with Scripbox’s advisory tools, risk assessment frameworks, and planning models.</li></ul>


Process, Documentation &amp; Compliance

<ul><li>Maintain accurate and up-to-date records of client interactions, tasks, and service history in the CRM.</li><li>Learn and adhere to Scripbox’s protocols on ethical conduct and confidentiality.</li><li>Adhere to the process set internally by Scripbox to comply with SEBI guidelines and regulatory framework.</li></ul>

Learning and Growth Pathway

<ul><li>Actively participate in training sessions, knowledge-sharing discussions, and shadowing large investment opportunities.</li><li>Set and track learning milestones in investment advisory, client engagement, and portfolio management.</li><li>Work towards readiness to graduate into a Wealth Manager role over time.</li></ul>

Ideal Candidate Profile

<ul><li>1–3 years of experience in financial services, banking, or a client-focused role (internships included).</li><li>Mandatory Requirement: The candidate should obtain certification of the NISM – Investment Advisor – Level XA &amp; XB exams within 6 months of joining the company.</li><li>Strong communication and interpersonal skills with a willingness to learn and grow</li><li>High attention to detail, client empathy, and process discipline.</li><li>Analytical and process oriented and have the ability to prioritise deliverables</li><li>Passionate about personal finance and building a long-term career in wealth management.</li><li>Good knowledge of Indian Equity &amp; Debt markets and the products available in Indian financial markets.</li></ul>

What Scripbox Offers You

<ul><li>A structured growth track within a high-performing advisory pod.</li><li>On-the-job mentorship from experienced Wealth Managers.</li><li>Exposure to real-world client engagement, financial planning, and advisory excellence.</li><li>A purpose-driven culture that invests in people as much as portfolios.</li></ul>

Relationship Manager_ Bangalore