Company Description Atom Financial Services Group is a specialized financial services firm that acts as a thinking partner to clients at every stage of wealth creation and preservation. The company integrates five core disciplines—wealth, capital, insurance, legacy, and investments—to provide holistic, long-term solutions without siloes or blind spots. Atom focuses on connecting complex financial and strategic dots so clients can see the full picture and act with confidence.

Its mission is to architect strong financial foundations that support enduring legacies and resilient institutions for generations. Team members join a culture that values depth of thought, precision, and client-centric problem solving.

Role Description As a Senior Relationship Manager at Atom Financial Services, you will own and deepen strategic relationships with high-value clients, ensuring their financial and legacy objectives are understood and consistently met. This full-time, on-site role based in Mumbai involves serving as a primary point of contact, leading client meetings, and coordinating internal specialists across wealth, capital, insurance, legacy, and investment disciplines. You will analyze client portfolios, identify gaps and opportunities, and present tailored strategies and recommendations that align with Atom’s holistic approach.

Day-to-day responsibilities include proactive client outreach, pipeline management, documentation oversight, and ensuring timely execution of agreed solutions. You will collaborate closely with product, advisory,



and operations teams to deliver seamless client experiences and maintain a high standard of service quality, risk awareness, and compliance.

Qualifications

- Strong relationship management and client advisory skills, including experience engaging senior stakeholders and high-net-worth or institutional clients.
- Solid understanding of wealth management and investment concepts, with the ability to interpret portfolios, risk profiles, and long-term financial strategies.
- Proficiency in sales and business development, including prospect identification, pipeline management, and revenue growth in financial services.
- Excellent communication, presentation, and negotiation skills, with the ability to explain complex ideas clearly and build trust over time.
- Ability to work collaboratively with cross-functional teams, coordinating inputs from product, risk, legal, operations, and compliance functions.
- Strong analytical and problem-solving capabilities, including comfort with data, reports, and market insights to support recommendations.
- Attention to detail and adherence to regulatory, compliance, and documentation standards within the financial services domain.
- Bachelor’s degree in finance, economics, business, or a related field; a postgraduate qualification or professional certification (e.g., CFA, CFP, CA, MBA) is an advantage.
- 2-4 years of relevant experience in relationship management or advisory roles within banking, wealth management, investment services, or similar environments.
- High level of integrity, client-centric mindset, and capacity to thrive in a fast-paced,

📌 Senior Relationship Manager (Mumbai)
🏢 Atom Financial Services
📍 Mumbai