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 robust 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 legacy planning considered an advantage.
- Solid analytical and problem-solving skills, including the ability to interpret financial data, identify risks and opportunities, and recommend appropriate solutions.
- Effective organizational and time-management abilities, with attention to detail and competence in handling multiple client engagements simultaneously.
- Proficiency in using CRM tools and standard office software; comfort working with spreadsheets, presentations, and client reporting platforms.
- Excellent verbal and written communication skills in English; proficiency in regional languages used in the Mumbai Metropolitan Region is a plus.
- Bachelor’s degree in Finance, Business, Economics, or a related field; relevant professional certifications (such as CFP, CFA, or equivalent) are an added advantage.
- Demonstrated integrity, discretion, and commitment to confidentiality, along with a strong client-centric mindset and willingness to collaborate in a team environment.

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