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Senior Relationship Manager
1 month ago
Location : Hyderabad & Bangalore (WFO)
Maxiom Wealth, a fintech leader transforming wealth management through AI and ML, is seeking a seasoned Senior Relationship Manager to join our dynamic team. We are looking for a client-centric individual with a proven track record of building and maintaining strong relationships with high-net-worth clients.
In this role, you will be responsible for understanding client needs, providing expert financial advice, and delivering exceptional service. Your ability to leverage our AI-powered platform to create tailored investment solutions will be crucial to your success.
Responsibilities:
· Cultivate and maintain deep relationships with high-net-worth clientele.
· Deliver tailored financial plans and investment recommendations aligned with client goals and risk tolerance.
· Leverage advanced AI analytics to create optimized investment portfolios for clients.
· Drive asset growth through client acquisition and retention.
· Stay at the forefront of market dynamics and industry best practices.
· Proactively monitor and enhance client portfolios through regular reviews.
Ideal Candidate:
5+ years of experience in wealth management with a strong focus on client relationship management.
In-depth knowledge of financial products, investment strategies, and market trends.
Excellent communication, interpersonal, and presentation skills.
Ability to analyze client data and provide data-driven recommendations.
Strong understanding of the wealth management industry and regulatory landscape.
Undergraduate degree is required; MBA is advantageous
Should have NISM V-A and NISM XXI A certifications
What's in it for you?
·
Join our high-growth startup and be part of shaping the future of wealth management.
· Enjoy a
competitive compensation package
including an
attractive incentive structure
and the opportunity to
grow exponentially
within a
lean, dynamic team .
· Benefit from our
ESOP program
and become a stakeholder in our success.
If you are passionate about delivering exceptional client experiences and driving growth in the fintech industry, we encourage you to apply.
Location : Hyderabad & Bangalore (WFO)
Looking for Immediate to 1 month joiners
Interested candidates can reach out to hr@maxiomwealth.com