Relationship Manager

• *Job Description \- Relationship Manager**

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• *Location:** Hyderabad \& Bangalore (WFO)

• *About Maxiom Wealth**
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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**
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• 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**
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• 2 to 20\+ 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.
• Should have NISM V\-A and NISM XXI A certifications.
• *What’s in it for you?**
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• 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.

If you are passionate about delivering exceptional client experiences and driving growth in the fintech industry, we encourage you to apply.