Careers in Sales & Business Development, Wealth Management & Relationship Management

Role Description

As a Wealth Manager & Relationship Manager, your primary responsibility will be catering to our HNI (High Net Worth Individual) clientele. You will play a pivotal role in selling to new prospects, onboarding them and servicing them.  

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Key Responsibilities

  1. Oversee and manage the wealth portfolios of our HNI clients. 
  2. Engage in meaningful relationship development, understanding the unique needs of each client and ensuring the highest levels of satisfaction. 
  3. Leverage Maxiom’s innovative FinTech tools and platforms to optimize client portfolios. 
  4. Stay abreast of the latest trends in wealth management, integrating innovative strategies with client growth 
  5. Collaborate with internal teams to deliver delightful client experiences. 


Desired Qualities

  1. Experience: Prior industry knowledge and/or experience will be a plus. Freshers are also welcome.
  2. Passion: We are not just looking for employees; we want individuals passionate about work, eager to make a difference. 
  3. Attitude: An enterprising person. We admire the audacious, the ones who are unafraid of challenges and ever hungry to learn. 
  4. Adaptability: In an ever-evolving world of FinTech, flexibility and a willingness to adapt are key.
  5. Strategic Vision: Ability to see the bigger picture, aligning day-to-day tasks with the company’s long-term objectives. 

For more info click here


What You Can Expect 

  1. A vibrant work culture that prioritises growth and learning. 
  2. The opportunity to work with a close knit and dynamic team pushing the boundaries of traditional wealth management. 
  3. Anytime access to the Founders. 
  4. Competitive remuneration and growth opportunities.

Location : Hyderabad / Bangalore / Mumbai / Pune

Please send your resume to hr@maxiomwealth.com with the opening in the subject.