Website:
atomfinserv.com
Job details:
Company Description Atom Financial Services Group is a specialized financial partner that helps clients connect the dots across every aspect of their financial lives. The firm operates across the full spectrum of wealth, including capital, insurance, legacy, and investments, offering integrated solutions rather than siloed services. Atom works with individuals and institutions at every stage of their financial journey, from wealth creation to long-term preservation. Clients rely on Atom for thoughtful guidance, clear answers, and the confidence to act on sound financial strategies. The company is dedicated to building strong foundations that support enduring legacies and long-term success.
Role Description This is a full-time, on-site Relationship Manager role based in Mumbai. The Relationship Manager will manage and grow a portfolio of clients by understanding their financial goals, presenting tailored solutions, and maintaining regular, proactive communication. Daily responsibilities include conducting client meetings, reviewing portfolios, coordinating with internal product and advisory teams, and ensuring timely resolution of client requests and issues. The role also involves identifying new business opportunities, supporting cross-selling of services across wealth, capital, insurance, legacy, and investment disciplines, and maintaining accurate client records and reports. The Relationship Manager will uphold compliance standards, represent Atom’s values in every interaction, and contribute to a seamless client experience.
Qualifications
- Strong client relationship management, stakeholder engagement, and interpersonal skills.
- Solid understanding of wealth management, investments, insurance, and broader financial services concepts.
- Excellent communication, presentation, and negotiation abilities, with clear written and verbal skills.
- Analytical and problem-solving skills, including the ability to interpret financial data and propose suitable solutions.
- Ability to work on-site in Mumbai, manage multiple priorities, and deliver results in a fast-paced environment.
- Bachelor’s degree in Finance, Business, Economics, or a related field; advanced certifications (e.g., CFP, CFA, NISM) are an advantage.
- Previous experience 2 - 4 years in relationship management, private banking, wealth advisory, or financial consulting is highly beneficial.
- High level of integrity, client-centric mindset, and commitment to non-discriminatory, inclusive professional conduct.
Click on Apply to know more.