Company Description Atom Financial Services Group is a specialized partner for individuals and institutions seeking thoughtful, long-term financial stewardship rather than conventional transactional services. The firm operates across the full spectrum of wealth, integrating wealth management, capital, insurance, legacy planning, and investments into a unified, holistic strategy. By eliminating siloes and hand-offs, Atom focuses on seeing the full picture of each client’s financial life and acting with precision and clarity.

Clients rely on Atom not only for options, but for informed answers and the confidence to act on them. The organization is dedicated to building strong financial foundations that support enduring legacies and long-term success.

Role Description The Relationship Manager is a full time on-site role based in Bengaluru, responsible for managing and growing client relationships across Atom’s integrated financial services offerings. This role involves understanding each client’s goals and risk profile, coordinating with internal specialists to deliver tailored wealth, investment, insurance, and legacy solutions, and ensuring a high level of service and responsiveness. Day-to-day tasks include conducting client meetings, preparing and presenting proposals, monitoring portfolios and product performance, and proactively identifying opportunities to strengthen the client’s overall financial position.

The Relationship

Manager will also maintain accurate records, support compliance and documentation requirements, and collaborate with cross-functional teams to deliver seamless,



coordinated experiences. Success in this role requires a consultative approach, strong follow-through, and a commitment to building long-term trust.

Qualifications

- Client relationship management and account management skills, with the ability to build trust, understand client needs, and provide consultative guidance.
- Knowledge of wealth management, investments, insurance, and capital markets, with the ability to explain complex financial concepts in clear, accessible language.
- Robust communication and presentation skills, including the ability to conduct effective client meetings and develop professional proposals and reports.
- Analytical and problem-solving abilities to assess client portfolios, identify gaps, and recommend appropriate solutions aligned with risk and return objectives.
- Organizational and time-management skills to handle multiple client relationships, documentation, and follow-ups with attention to detail.
- Proficiency with CRM tools, office productivity software, and basic data analysis to support client servicing and reporting.
- Bachelor’s degree in Finance, Business, Economics, or a related field; relevant professional certifications (such as CFP, CFA, or equivalent) are an advantage.
- Prior experience in relationship management within financial services or wealth management, preferably working with high-net-worth or institutional clients.
- Ability to work collaboratively with cross-functional teams, uphold ethical standards, and comply with regulatory and internal policy requirements.

📌 Relationship Manager (Bengaluru)
🏢 Atom Financial Services
📍 Bengaluru