MaxiomWealth

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 . · 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 Show more Show less

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 hr@maxiomwealth.com Show more Show less

As a Senior Relationship Manager at Maxiom Wealth, a leading fintech company revolutionizing wealth management with AI and ML technologies, you will play a vital role in our team based in Hyderabad and Bangalore (WFO). We are seeking an experienced professional to engage with high-net-worth clients, providing tailored financial advice and exceptional service utilizing our cutting-edge AI-powered platform. Your primary responsibilities will include nurturing strong relationships with affluent clientele, offering personalized financial plans and investment recommendations in alignment with their goals and risk appetite. Leveraging advanced AI analytics, you will design optimized investment portfolios to drive asset growth through client acquisition and retention. Staying abreast of market dynamics and industry best practices, you will proactively monitor and enhance client portfolios with regular reviews. The ideal candidate for this role should possess at least 5 years of wealth management experience, emphasizing client relationship management. A comprehensive understanding of financial products, investment strategies, and market trends is essential. Excellent communication, interpersonal, and presentation skills are crucial, along with the ability to analyze client data to provide data-driven recommendations. A strong grasp of the wealth management industry and regulatory framework is required, supported by NISM V-A and NISM XXI A certifications. By joining our high-growth startup, you will have the opportunity to contribute to the future of wealth management. We offer a competitive compensation package with an attractive incentive structure, enabling significant growth within our dynamic team. Additionally, you can benefit from our ESOP program, becoming a stakeholder in our success. If you are enthusiastic about delivering exceptional client experiences and fostering growth in the fintech sector, we invite you to apply for this exciting opportunity. Immediate to 1-month joiners are preferred. For further details, interested candidates can contact hr@jamawealth.com.,