Company Description Atom Financial Services Group is a strategic partner to clients across the full spectrum of wealth, from its creation to its preservation over generations. The firm integrates wealth, capital, insurance, legacy, and investments into a unified approach, avoiding siloes and blind spots in financial decision-making. Atom focuses on connecting insights others may overlook, helping clients see the full picture of their financial lives and act with precision.

Clients turn to Atom for clear, confident answers rather than options alone, trusting the firm to help architect strong financial foundations and enduring legacies.

Role Description The Relationship Manager is a full-time, on-site role based in the Mumbai Metropolitan Region. This role is responsible for managing and growing client relationships across Atom’s wealth, capital, insurance, legacy, and investment offerings. Day-to-day work includes understanding clients’ financial objectives, conducting regular reviews, coordinating with internal specialists to deliver integrated solutions, and ensuring high-quality service and timely responses to client queries.

The Relationship

Manager will maintain accurate records, prepare proposals and presentations, support onboarding of recent clients, and proactively identify opportunities to deepen engagement.



The role requires consistent collaboration with cross-functional teams and adherence to regulatory and internal compliance standards.

Qualifications

- Strong client relationship management skills, including the ability to understand complex financial needs and provide clear, tailored guidance.
- Experience in wealth management, financial planning, or related financial services domains, with familiarity across investment, insurance, and legacy planning concepts.
- Excellent communication and interpersonal skills, including the ability to present information clearly and build trust with diverse stakeholders.
- Solid analytical and problem-solving skills to interpret financial data, identify opportunities, and recommend appropriate solutions.
- Ability to work collaboratively with cross-functional teams, manage multiple priorities, and maintain attention to detail in documentation and follow-up.
- Comfort with using CRM tools and basic office software to track interactions, prepare reports, and support client servicing.
- Bachelor’s degree in finance, business, economics, or a related field; a relevant professional certification (such as CFP, CFA, or equivalent) is an advantage.
- Prior experience in a client-facing role within the Mumbai or broader Indian financial services market is preferred.

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