Company Description
Atom Financial Services Group is a strategic partner to individuals, families, and institutions seeking thoughtful, long-term financial guidance rather than transactional services. The firm operates across the full spectrum of wealth, including capital, insurance, legacy planning, and investments, integrating these disciplines into one cohesive strategy. Atom focuses on connecting insights across all aspects of a client’s financial life, avoiding siloes and blind spots to deliver clear, actionable answers. The organization is dedicated to building strong foundations that support enduring fortunes, legacies, and institutions, offering clients confidence and clarity in their financial decisions.

Role Description
This is a full-time, on-site Relationship Manager role based in Bengaluru. The Relationship Manager will build and maintain strong, trust-based relationships with clients, serving as a primary point of contact for their financial needs and questions. Day-to-day responsibilities include understanding client goals, coordinating solutions across wealth,



capital, insurance, legacy, and investment disciplines, and ensuring seamless service delivery without gaps or hand-offs. The role involves regular client meetings, portfolio and policy reviews, proactive communication about opportunities and risks, and collaboration with internal specialists to design integrated financial strategies. The Relationship Manager will also support client onboarding, documentation, and ongoing account management while contributing to business growth through referrals and expanded client engagement.

Qualifications
- Robust client relationship management skills, including active listening, empathy, and the ability to build long-term trust.
- Solid understanding of financial products and services across wealth management, investments, insurance, and legacy planning, or a demonstrated ability to learn these domains quickly.
- Excellent communication and presentation s

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