Relationship Manager

Company Description

Atum Capital aims to be an online financial ally for clients, helping secure a strong financial future through a combination of regulatory compliance, strong advisory, and advanced technology. We assess each individuals risk profile to offer tailored investment portfolios. Utilizing a comprehensive evaluation process, we provide customized financial solutions, catering to various client needs with our diverse product offerings such as mutual funds, bonds, insurance, and loan services. Our mission is to be recognized for our knowledge-based, customer-centric approach, fostering long-term wealth creation and responsible investing.

Role Description

This is a full-time on-site role for a Relationship Manager located in Bengaluru. The Relationship Manager will be responsible for building and maintaining strong client relationships, assessing client financial needs, and offering appropriate financial products. Daily tasks include portfolio management, client meetings, providing investment advice, conducting market research, and liaising with other financial institutions. The role also involves ensuring client satisfaction and loyalty through exceptional service and support.

Qualifications

• Strong client relationship management and interpersonal skills
• Experience in portfolio management and investment advisory
• In-depth knowledge of financial products including mutual funds, bonds, and insurance
• Excellent communication and presentation skills
• Ability to conduct market research and analyze financial data
• Proficiency in financial software and tools
• Ability to work independently and as part of a team
• Bachelors degree in Finance, Business Administration, or a related field
• Experience in the financial services industry is preferred