Company Description Atom Financial Services Group is a strategic partner to clients across the full spectrum of wealth, from its creation to long-term legacy planning. The firm integrates wealth, capital, insurance, legacy, and investments into a unified approach, avoiding siloes and blind spots in financial decision-making.

Based on a philosophy of “connecting the dots,” Atom focuses on seeing relationships and opportunities that others might overlook. Clients engage Atom not only for options, but for clear, well-founded answers and the confidence to act on them. The company is dedicated to architecting solid financial foundations that support enduring fortunes, institutions, and legacies.

Role Description The Assistant Manager role is a full-time, on-site position based in the Mumbai Metropolitan Region.

The Assistant

Manager will support day-to-day operational and administrative activities, including coordinating client documentation, assisting with portfolio and policy tracking, and preparing reports and presentations for internal and client meetings. This role will help ensure accurate data management, timely follow-ups, and smooth execution of service workflows across wealth, capital, insurance, legacy, and investment services.

The Assistant

Manager will collaborate with relationship managers and senior leadership to support client onboarding, respond to client queries,



and maintain high standards of service quality and compliance. The position also involves process improvement, basic financial analysis, and contributing to operational efficiency within the team.

Qualifications

- Candidates should possess strong analytical and numerical skills, with the ability to interpret financial data and prepare clear reports.
- Candidates should possess excellent communication and interpersonal skills to collaborate with internal teams and interact professionally with clients.
- Candidates should possess solid organizational and time-management skills, including attention to detail and the ability to handle multiple tasks and deadlines.
- Candidates should possess proficiency in office productivity tools (such as spreadsheets, presentation software, and word processing) and be comfortable working with CRM or similar systems.
- Candidates should possess knowledge or interest in financial services, wealth management, insurance, and investment products.
- Candidates should possess problem-solving and decision-making skills, with a proactive approach to improving processes and resolving issues.
- A bachelor’s degree in finance, business, economics, or a related discipline is preferred; relevant professional certifications are an advantage.
- Ability to work on-site in the Mumbai Metropolitan Region and collaborate in a structured, compliance-focused environment.

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