Important Notice: Maxiom Wealth has no Arattai / WhatsApp / Telegram stock tip groups, no private equity or pooling schemes, and never solicits bank transfers. Beware of fraudulent offers or impersonations claiming high or assured returns. Report suspicious activity to help@maxiomwealth.com or cybercrime authorities. See SEBI advisory: sebi.gov.inRegulatory status: Simply Grow Technologies Pvt Ltd is an AMFI-registered Mutual Fund Distributor (ARN 254879) and has applied for a fresh SEBI Investment Adviser registration; the previous one lapsed. Discretionary, Non-Discretionary and Advisory Portfolio Management Services are provided by Maxiom Asset Management Pvt Ltd (SEBI Reg. INP000007881).
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Wealth Horizon
CAREER OPPORTUNITY

Full-Time Career Opportunity

Sales & Business Development
Wealth Management
Relationship Management
Location
Multiple Cities
Experience
Entry to Mid-Level
Employment
Full-time
Career Track
Fast Growth

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.

wealth-management

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

Experience

Prior industry knowledge and/or experience will be a plus. Freshers are also welcome.

Passion

We are not just looking for employees; we want individuals passionate about work, eager to make a difference.

Attitude

An enterprising person. We admire the audacious, the ones who are unafraid of challenges and ever hungry to learn.

Adaptability

In an ever-evolving world of FinTech, flexibility and a willingness to adapt are key.

Strategic Vision

Ability to see the bigger picture, aligning day-to-day tasks with the company's long-term objectives.

What You Can Expect

Vibrant Work Culture

A vibrant work culture that prioritises growth and learning.

Dynamic Team

The opportunity to work with a close knit and dynamic team pushing the boundaries of traditional wealth management.

Access to Founders

Anytime access to the Founders.

Competitive Remuneration

Competitive remuneration and growth opportunities.

Location

Hyderabad
Bangalore
Mumbai
Pune
Apply Now

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

Posted 2 days ago
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