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Wireless Sales Associate - 5778 Aurora
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Aurora, ON
- Other
Career development programs structured to your growth and increasing your earning potential
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Territory Manager-India
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Belleville, ON
- Full-time
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Esri Canada
Ottawa, ON
- Full-time
Esri Canada has an exceptional opportunity for an Account Manager to join our Federal Sector Services department.
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Facility Operations Manager
BGIS
Toronto, ON · Etobicoke, ON
- Full-time
The Manager, Operations is responsible for operations and budget management, service delivery management, project management, client relationship management, health and safety, and…
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Account Executive Mid Market
Alveole
Montreal, QC
Nobody hands you an ROI calculator. There's no spreadsheet that tells an asset manager exactly what a beehive is worth to their NOI, because that's not really the sale. You're translating…
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Account Executive Mid Market
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- Full-time
Nobody hands you an ROI calculator. There's no spreadsheet that tells an asset manager exactly what a beehive is worth to their NOI, because that's not really the sale. You're translating…
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PwC Private, Manager Bilingual (EN/FR)
PwC Canada
Quebec, QC
- Full-time
A proven leader with strong business development and entrepreneurial skills
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Regional Manager, Canada West
HUGO BOSS Canada, Inc.
Vancouver, BC
- Other
The Regional Manager is charged with achieving success relating to the sales goals, loss control, P&L planning, and achievement of UPT goals in all of the Directly Operated Stores and Shops…
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Project Coordinator - Capital Projects
Convergint Technologies Ltd
Dartmouth, NS
Work with the Senior Operations Assistant and Business Development Executive teams to develop and maintain the account policy and procedures. Ensure all team members follow defined…
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Marketing Coordinator
AutoCanada Inc.
Edmonton, AB
- Full-time
AutoCanada is looking for a highly organized Project Coordinator! By working alongside Account Managers, Creative, Media, and Web, you’ll turn priorities into clear next steps, ensuring the…
Added 7 hours ago
BC
Project Manager
BELFOR CANADA INC.
Toronto, ON
- $65,000 to $80,000 CAD / year
- Full-time
Reporting to the General Manager, the Project Manager is the main generator of revenue for the branch. This position’s primary responsibility is to manage and oversee all emergency and…
Added 7 hours ago
E
Relationship Manager
ESOPX
Alert Bay, BC
- Full-time
…messaging channels regarding the purchase and sale of shares, account information, transaction details, and other finance-related…
Added 7 hours ago
I
Department Sales Manager
IKEA
Calgary, AB
- Full-time
…and ensure that we walk the talk when it comes to co-worker development. In addition, we offer a comprehensive Total Rewards package to all co-workers…
Added 9 hours ago
EH
Business Development Account Manager (AM) - Western Canada
Edgewood Health Network Inc
Canada
- $80,000 to $95,000 CAD / year
- Full-time
The Business Development Account Manager (AM) is responsible for managing, retaining and growing a portfolio of corporate clients while building strong, trusted and long-term partnerships.…
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VW
Key Account Manager Ontario - Barebells I Canada
Vitamin Well Group
ON · Ontario, Canada
- Full-time
As Key Account Manager – Grocery & Convenience, your primary focus will be growing our presence and share of shelf across key grocery and convenience accounts. You will support category…
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CI
Intermediate Accountant
Cotecna Inspections
Burnaby, BC
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Intercompany Reconciliation: Perform monthly intercompany account reconciliations to ensure accurate consolidation and reporting.
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Account Manager, Entertainment
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Toronto, ON
- Full-time
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This position is ideally located in the greater GTA and surrounding area. As a National Key Account Manager, you will contribute to our long-term business growth strategy for Wurth Canada.
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Facility Manager III
BGIS
Montreal, QC
- Full-time
The Facility Manager III ensures that client facilities are operated and maintained cost-effectively, safely, efficiently as per the operating parameters of the Statement of Work and…
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Senior Manager, Financial Information and Control
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…role in the company. The main responsibilities of the senior manager within this group are as…

ESOPX

Relationship Manager

Alert Bay, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 3, 2026
Experience: Minimum of 2 years of experience in a client-facing role within the financial services or investment industry.
Posting language: English
Posted: Jul 10, 2026

Original job description

info@altiusinvestech.com
+91-6289225026

Relationship Manager

Altius Investech is seeking an exceptional Customer Representative Specialist to join our team. In this critical client-facing role, you will be the primary point of contact for customers, addressing inquiries and providing information related to our financial services and investment products.

Responsibilities:

Respond promptly to customer inquiries received via phone, email, and messaging channels regarding the purchase and sale of shares, account information, transaction details, and other finance-related topics.
Leverage in-depth knowledge of financial concepts, investment products, policies, and procedures to provide accurate and tailored advice to clients.
Maintain a professional and courteous manner while effectively communicating complex information to customers with varying levels of financial literacy.
Document all client interactions thoroughly and follow up on any outstanding issues until they are resolved satisfactorily.
Access and monitor designated WhatsApp channels to ensure timely responses to inquiries across multiple communication platforms.
Collaborate with internal teams to escalate complex issues and gather necessary information to address customer concerns comprehensively.

Qualifications:

Bachelor's degree in Finance, Business Administration, or a related field is preferred.
Minimum of 2 years of experience in a client-facing role within the financial services or investment industry.
Exceptional verbal and written communication skills with the ability to explain financial concepts clearly and concisely.
Comprehensive knowledge of investment products, financial markets, and associated regulations.
Strong problem-solving skills and the ability to remain composed under pressure while managing multiple tasks.
Proficiency in using customer relationship management (CRM) software and other relevant technologies.
Availability to work rotating shifts: either 9 AM to 8 PM or 11 AM to 10 PM to accommodate customer inquiries during extended hours. (You will be responsible to cater to the client's doubts, separate phones and numbers for the same will be provided to you as well.)

Salary- 20k per month plus variables.

We offer a competitive compensation package along with opportunities for professional growth and development. If you thrive in a fast-paced environment and excel at providing exceptional customer service, we would love to hear from you.

Industry- Financial Services

Employment Type- Full-time

Please apply through the given link: https://my.redrob.io/jobs/6675256b28f538f29791975b

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Registered Address

73A, GC Avenue, Kolkata - 700013

Corporate Address

501 Merlin Infinite DN-51, Sector V, Bidhannagar, Kolkata - 700091

Chennai Address

19/10, Guru Vappa Chetty Street, Chintadripet, Chennai - 600002

Dubai Address

2701, Executive Tower G, Business Bay, Dubai, UAE

Andhra Pradesh and Telangana Address

Flat no.101, Sai Residency, Nelson Mandela Park Road, Vijayawada - 520008

Altius Investech Private Limited

Contact Us

info@altiusinvestech.com

+91-6289225026

+91-7980747893

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U74900WB2016PTC210376

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Past Performance Trap

Buying overvalued funds at their peak often leads to lower-than-expected returns.

Lack of Oversight

RMs juggle too many clients, offering generic advice instead of tailored strategies.

Emotional Decisions

Wrong sentiments lead to premature exits or missed opportunities.

Lack of Consistency

Investors fail to stay invested during market downturns, missing out on long-term gains.

Investment Overlap

Buying multiple funds with similar holdings – leads to index-like returns but with high fees.

Misaligned Asset Allocation

Portfolios drift from financial goals due to lack of rebalancing.

Customised Solutions

For clients with complex asset structures, we offer fully tailored solutions that blend Wills and Trusts.

Ideal For:

Families with multiple businesses & properties
People needing both Will & Trust for different assets
Those with philanthropic goals requiring structured donations

CSR Project

"Krishi Pragati: Enabling Climate-Smart Farming Collectives in West Bengal"

Project LEISA (Low External Input Sustainable Agriculture): A step towards climate resilent farming

Objectives:

To promote sustainable agricultural practices through the adoption of Low External Input Sustainable Agriculture (LEISA) techniques in West Bengal, empowering farmers to increase productivity, reduce dependency on chemical inputs, and improve environmental and economic resilience.

Impact Target:

Improved Food Security: Empowering farmers with knowledge and tools to practice environmentally sustainable agriculture, minimizing the use of chemical inputs, and enhancing soil health.
Economic Empowerment of Farmers: Improving farm productivity through cost-effective and eco-friendly farming practices, leading to better income and financial stability for small and marginal farmers.
Enhanced Agricultural Biodiversity: Promoting crop diversification and agroecological practices to enhance biodiversity and resilience against climate change.
Reduction in Environmental Footprint: Decreasing the use of harmful chemical fertilizers and pesticides, leading to improved soil quality, water conservation, and reduced pollution.
Increased Knowledge and Capacity Building: Providing farmers with training, workshops, and support to build their capacity to implement LEISA practices and improve their farming techniques and build community resilience.

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Relationship Manager

Altius Investech is seeking an exceptional Customer Representative Specialist to join our team. In this critical client-facing role, you will be the primary point of contact for customers, addressing inquiries and providing information related to our financial services and investment products.

Qualifications:

Bachelor's degree in Finance, Business Administration, or a related field is preferred.
Minimum of 2 years of experience in a client-facing role within the financial services or investment industry.
Exceptional verbal and written communication skills with the ability to explain financial concepts clearly and concisely.
Comprehensive knowledge of investment products, financial markets, and associated regulations.
Strong problem-solving skills and the ability to remain composed under pressure while managing multiple tasks.
Proficiency in using customer relationship management (CRM) software and other relevant technologies.
Availability to work rotating shifts: either 9 AM to 8 PM or 11 AM to 10 PM to accommodate customer inquiries during extended hours. (You will be responsible to cater to the client's doubts, separate phones and numbers for the same will be provided to you as well.)

Apply About employer

More about this job

Responsibilities

Respond to customer inquiries about share transactions, accounts, and financial products through phone, email, and messaging channels, including WhatsApp. Provide accurate, tailored information, document interactions, follow up on unresolved issues, and coordinate with internal teams to resolve complex concerns.

Requirements

A bachelor's degree in Finance, Business Administration, or a related field is preferred, along with at least two years of client-facing experience in financial services or investments. Candidates should have strong communication and problem-solving skills, knowledge of investment products, financial markets, and regulations, CRM proficiency, and availability for rotating extended-hour shifts.

Skills

Customer Service
Financial Services
Investment Products
Financial Markets
Financial Concepts
Verbal Communication
Written Communication
Problem-Solving
Issue Resolution
Cross-Functional Collaboration
WhatsApp Communication

Visa sponsorship

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Keywords

Financial Services
Investment Products
Share Trading
Financial Markets
Investment Advice
Customer Service
Client Relations
WhatsApp
Phone Support
Email Support
Messaging Channels
Account Information
Transaction Details
Financial Regulations
Issue Escalation
Problem-Solving
Rotating Shifts

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