Company Description Atom Financial Services Group is a strategic partner to individuals and institutions seeking to build, protect, and sustain wealth over generations. The firm works across wealth, capital, insurance, legacy, and investments, integrating these disciplines to provide a unified, holistic view of each client’s financial life.

Atom focuses on connecting insights that others may overlook, helping clients move beyond options to explicit answers and confident decisions. The organization is dedicated to designing strong financial foundations so that significant fortunes, enduring legacies, and long-lasting institutions can thrive over time. Team members join a culture that values deep thinking, precision, and long-term client relationships.

Role Description This is a full-time, on-site Relationship Manager role based in the Mumbai Metropolitan Region.

The Relationship

Manager will build and maintain strong client relationships, serving as a primary point of contact for clients across wealth, capital, insurance, legacy, and investment needs. Day-to-day responsibilities include understanding client goals, coordinating tailored financial solutions with internal specialists, and ensuring timely execution of services and transactions. The role involves conducting periodic portfolio and relationship reviews,



addressing client inquiries, and proactively identifying opportunities to enhance the client’s financial strategy.

The Relationship

Manager will also support client onboarding, maintain accurate records in CRM and related systems, and collaborate with cross-functional teams to deliver a seamless, high-quality client experience.

Qualifications

- Demonstrated ability in client relationship management, customer service, and stakeholder communication.
- Strong skills in financial analysis, portfolio review, and understanding of wealth management, investments, and insurance concepts.
- Proficiency in using CRM platforms, office productivity tools, and maintaining accurate documentation and reporting.
- Effective negotiation, presentation, and problem-solving capabilities to translate client needs into actionable solutions.
- Bachelor’s degree in Finance, Business, Economics, or a related field; relevant certifications (e.g., CFP, CFA, NISM) are an advantage.
- Prior experience in relationship management or advisory roles in financial services or wealth management is preferred.
- Ability to work collaboratively in a high-performance environment, with strong ethics, attention to detail, and client-centric mindset.

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