Job Title
Senior Relationship Manager
Location : Hyderabad & Bangalore (WFO)
About Maxiom:
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.
Job description:
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 analyse 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 CWM , NISM V-A and NISM XXI A certifications
Salary
Upto 25 LPA
