Senior Relationship Manager

3 weeks ago

Hyderabad, India Maxiom Wealth Full time

Job description Senior Relationship Manager

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
.

· Potentially 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

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