Company Description Atom Risk Advisory is a premier insurance intermediary specializing in cross-border life insurance and succession planning solutions for global families, entrepreneurs, and fiduciaries. With strong advisory expertise and close partnerships with leading international insurers, the firm delivers customized solutions for life cover, inheritance planning, and protecting against unforeseen events. As part of the Atom Group's global wealth platform, Atom Risk Advisory addresses the complex needs of globally connected families, offering innovative strategies for liquidity, succession, and business protection. Its services extend across jurisdictions and generations, providing comprehensive and forward-looking insurance solutions. Role Description This is a full-time on-site role based in Mumbai for an Assistant. The role involves providing administrative and organizational support to the team, managing correspondence, scheduling meetings, and maintaining accurate records and documentation. The Assistant will also perform research and ensure timely communication within internal teams and with external stakeholders. Tasks may extend to supporting project execution and ensuring the smooth operation of daily office activities. Qualifications Administrative and Organizational Skills: Strong organizational abilities, time management skills, and attention to detail. Communication Skills: Excellent written and verbal communication skills to engage with internal teams and external stakeholders effectively. Technical Proficiency: Proficiency in office productivity tools (e.g., Microsoft Office, Google Workspace) and basic familiarity with collaborative software. Research and Analytical Skills: Ability to conduct research, analyze data, and create succinct summaries or reports when needed. Adaptability and Team Player: Ability to work in a fast-paced environment, prioritize tasks, and collaborate efficiently as part of a diverse team. Educational Background: Bachelor’s degree in any relevant field or equivalent experience. Prior Experience: Experience in administrative, operational, or support roles within professional environments is a plus.
Company Description Atom Risk Advisory is a premier insurance intermediary specializing in tailored cross-border life insurance and succession planning solutions for global families, entrepreneurs, and fiduciaries. With extensive advisory expertise and partnerships with leading global insurers, the company delivers strategies for international life cover, inheritance equalization, and protection against unforeseen events. As part of the Atom Group's global wealth platform, Atom Risk Advisory is dedicated to addressing the unique and changing needs of internationally connected families by offering innovative strategies that ensure liquidity, succession planning, and protection across generations and jurisdictions. The organization is recognized for its client-centric approach and commitment to long-term results. Role Description This is a full-time, on-site role located in the Mumbai Metropolitan Region for a Sales Advocate. The Sales Advocate will be responsible for driving sales across a range of bespoke insurance solutions, providing exceptional customer service, and effectively communicating the value propositions of the offered services. Daily tasks include engaging with clients to understand their needs, maintaining relationships, and ensuring satisfaction, as well as collaborating with internal teams to deliver tailored solutions. The role also involves providing periodic training and guidance to clients about the products and services to enhance customer experience and strengthen business relationships. Qualifications Strong Communication and Customer Service skills to effectively engage with clients and address their specific needs. Proven Sales and Sales Management experience to achieve targets and drive business growth. Experience in Training and mentoring clients or team members for enhanced product or service understanding. Commitment to working on-site, adaptability to meet dynamic client expectations, and strong interpersonal abilities. Bachelor's degree in Business, Marketing, or a related field is preferred but not mandatory. Experience working in the insurance or wealth management industry is a plus.
Company Description Atom Risk Advisory is a leading insurance intermediary that specializes in providing bespoke cross-border life insurance and succession planning solutions for global families, entrepreneurs, and fiduciaries. Leveraging deep advisory insights and long-standing collaborations with top global insurers, the company delivers tailored strategies for international life coverage, inheritance equalization, and protection against unforeseen events. As part of the Atom Group's global wealth platform, Atom Risk Advisory addresses the unique needs of globally connected families with forward-looking solutions that ensure liquidity, business protection, and seamless generational wealth planning across multiple jurisdictions. Role Description This is a full-time on-site role located in the Mumbai Metropolitan Region for a Sales Associate. The Sales Associate will engage in building relationships with new and existing clients, understanding their insurance needs, and offering tailored solutions. Responsibilities include prospecting and meeting potential clients, proposing customized insurance plans, maintaining knowledge of products and industry trends, and assisting clients throughout the sales and onboarding process. The role also involves collaborating with internal teams to ensure client satisfaction and effectively communicating product benefits to meet individual or corporate objectives. Qualifications Strong communication, negotiation, and interpersonal skills for client interaction and relationship management. Proficiency in sales techniques, client engagement, and understanding client needs. Knowledge or experience in financial planning, insurance products, risk advisory, or business protection services. Bachelor’s degree in Business, Finance, Marketing, or a related field. Proactive mindset, goal-driven attitude, and ability to perform effectively in a dynamic environment. Experience in the insurance or financial services industry is an advantage. Knowledge of the Mumbai Metropolitan Region market is preferred.