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.

competitive compensation package

ESOP program

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