Company Description Atom Financial Services Group is a multidisciplinary financial services organization that partners with clients to address every aspect of their financial lives. The firm operates across wealth, capital, insurance, legacy, and investments, aiming to connect financial decisions into a unified, long-term strategy.

Atom positions itself as a thinking partner rather than a conventional financial provider, supporting clients at every stage of their financial journey. The company focuses on precision, clarity, and confidence, helping clients move beyond options to find the right answers. Its mission is to architect robust financial foundations that support enduring legacies and institutions.

Role Description This full-time, on-site Customer Service Representative role is based in the Mumbai Metropolitan Region. The person in this role will handle inbound and outbound customer interactions via phone, email, and digital channels, providing timely, accurate information about Atom’s financial products and services.

Responsibilities include resolving inquiries, documenting interactions in internal systems, and escalating complex issues to appropriate teams while maintaining high service standards. The role involves ensuring a positive customer experience by actively listening, clarifying needs, and following up on pending requests.





The Customer Service

Representative will collaborate with operations, sales, and relationship managers to support a seamless client journey and contribute to continuous improvement of customer service processes.

Qualifications

- Ability to deliver high-quality customer service and maintain strong Customer Satisfaction and Customer Experience standards.
- Experience in Customer Support and Customer Service roles, preferably within financial services or a related professional environment.
- Strong communication, active listening, and interpersonal skills, with the ability to explain complex information clearly and professionally.
- Proficiency in using CRM or customer ticketing systems, along with basic computer and documentation skills.
- Problem-solving mindset, attention to detail, and capacity to manage multiple inquiries in a fast-paced setting.
- Ability to work on-site in the Mumbai Metropolitan Region and collaborate effectively with cross-functional teams.
- Prior experience as a Customer Service Representative or similar role is beneficial; a bachelor’s degree or equivalent professional experience is preferred.
- Comfort with learning financial products and services, with a commitment to ethical conduct and client confidentiality.

📌 Customer Service Representative (Mumbai)
🏢 Atom Financial Services
📍 Mumbai