Company Description Atom Financial Services Group is a specialized financial services firm that acts as a thinking partner for clients across all stages of wealth creation and preservation. The organization serves individuals, families, and institutions by integrating wealth, capital, insurance, legacy, and investments into a unified, holistic strategy. Atom focuses on connecting insights across a client’s entire financial life, avoiding siloes and blind spots to deliver precise, well-founded solutions. The company is dedicated to helping clients find not just options, but the right answers and the confidence to act on them. At its core, Atom is committed 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 the Mumbai Metropolitan Region. This position is responsible for managing and growing client relationships, serving as a primary point of contact for individuals and families across Atom’s wealth, capital, insurance, legacy, and investment offerings.



Day-to-day responsibilities include understanding client goals, coordinating tailored financial solutions, and ensuring high-quality service delivery in collaboration with internal specialists. The Relationship Manager will monitor client portfolios, prepare and present reports, proactively identify opportunities to enhance the client’s financial strategy, and respond promptly to inquiries and requests. The role also involves participating in client meetings, supporting new business development, maintaining accurate documentation in internal systems, and upholding regulatory and compliance standards.
Qualifications
Strong client relationship management and interpersonal skills, with the ability to build trust and communicate complex financial concepts clearly.
Experience in wealth management, financial planning, or related financial services domains, with exposure to investments, insurance, and le

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