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Added 3 hours ago
J
Enterprise Customer Success Manager
Jobgether
Canada
- Full-time
8+ years of experience working with customers in commercial, sales, technical, customer success, or related business environments.
Added 3 hours ago
J
Director, Integrated Specialty Practices
Jobgether
Canada
- Full-time
The Director, Integrated Specialty Practices will lead business development across strategically important specialty healthcare networks, helping expand access to innovative diagnostic and…
Added 6 hours ago
GC
Senior Forward Deployed Engineer
Greenlight Consulting
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Works Closely With Pre-Sales SE, Automation Business Consultant, AI Delivery Engagement Manager
Added 6 hours ago
DB
Corporate Sales Manager
DoubleTree by Hilton West Edmonton
AB · Greater Edmonton Metropolitan Area
- Full-time
The Corporate Sales Manager is responsible for driving room revenue for both DoubleTree by Hilton West Edmonton and Home2 Suites by Hilton West Edmonton through proactive sales activity,…
Added 7 hours ago
J
Director, Product Marketing
Jobgether
Canada
- Full-time
Working closely with Sales, Delivery, Product, Alliances, and Executive teams, you will create the foundations needed for scalable market execution.
Added 9 hours ago
AB
Business Performance Coach
Avid Business Performance Group powered by ActionCOACH
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Continuous Training across finance, sales, marketing, leadership, people, systems, strategy, technology, AI and business value
Added 12 hours ago
AI
Enterprise Account Executive
Avant Imaging & Information Management, Inc.
Toronto, ON · Scarborough, ON
- Full-time
At least five years of successful business development, enterprise sales or full-cycle account executive experience.
Added 12 hours ago
GC
Client Strategy Lead
GIANT Creative
London, ON
- $80,000 to $100,000 CAD / year
- Full-time
…collaborative position, requiring both high-level strategic development and hands-on problem…
Added 13 hours ago
FC
Producteur bilingue, Affaires de la société / Corporate Affairs Producer Bilingual
Fidelity Canada
Montreal, QC
- Full-time
Added 14 hours ago
BV
Sales Assistant
Brand Vision
Toronto, ON
- $48,000 to $56,000 CAD / year
- Full-time
We're looking for a junior Sales Coordinator to help run the day-to-day work behind new business: researching prospects, managing outreach, preparing proposals, organizing follow-ups, and…
Added 16 hours ago
J
Delivery Specialist
Jobbe
Bathurst, NB
- $19 CAD / hour
- Part-time
Join easyhome - Canada’s largest lease-to-own business and a proud part of the goeasy family. At goeasy, our people and culture are the heartbeat of everything we do, and we’re proud to be…
Added 16 hours ago
J
Customer Solutions Specialist
Jobbe
Halifax, NS
- $18 to $18.5 CAD / hour
- Full-time
Join easyhome - Canada’s largest lease-to-own business and a proud part of the goeasy family. At goeasy, our people and culture are the heartbeat of everything we do, and we’re proud to be…
Added 19 hours ago
Account Executive Mid Market
Alveole
Montreal, QC
We're scaling a mid-market and institutional motion alongside our proven SMB business, and we're looking for a driven AE to own the sales cycle from discovery through close for…
Added 19 hours ago
A
Account Executive Mid Market
Alvéole
Montreal, QC
- Full-time
We're scaling a mid-market and institutional motion alongside our proven SMB business, and we're looking for a driven AE to own the sales cycle from discovery through close for…
Added 23 hours ago
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…
Added 23 hours ago
E
Relationship Manager
ESOPX
Alert Bay, BC
- Full-time
2701, Executive Tower G, Business Bay, Dubai, UAE
Added 1 day 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.…
Added 1 day ago
BC
Sales Development Representative (SDR)
Boast Capital LP
Toronto, ON · Vancouver, BC
- $60,000 to $70,000 CAD / year
- Full-time
As a Sales Development Representative at Boast, you’ll play a key role in helping innovative companies access funding for the research and development work they are already doing.
Added 1 day ago
T
Strategic Industry Advisor - Lumber & Forest Products
Timberflows
Cambridge, ON
- Full-time
Previous experience as a CEO, President, COO, VP, senior commercial executive, trader, sales leader, or comparable senior industry position
Added 1 day ago
FC
Banking Specialist, Not-For-Profit & Emerging Brands
FirstOntario Credit Union
Hamilton, ON
- Full-time
Support Business Banking Group colleagues with deposit services, NFP-specific sales activity, and shared client opportunities
Added 1 day ago
B
SENIOR BUSINESS ADVISOR, BUSINESS STRATEGY - Toronto
BDC
Toronto, ON
- Full-time
Support business development and revenue growth by partnering with senior client managers on complex sales cycles, including executive‑level diagnostics, value articulation, and proposal…
Added 1 day ago
AI
Account Executive - Mechanical / Electrical
Ainsworth Inc
Calgary, AB
- Full-time
GDI Ainsworth is seeking a results-driven Account Executive specializing in Mechanical, and Electrical to support growth in the Calgary region. The role focuses on driving new business,…
Added 1 day ago
AI
Account Executive - HVAC/Mechanical
Ainsworth Inc
Edmonton, AB
- Full-time
GDI Ainsworth is seeking a results-driven Account Executive specializing in Mechanical, and HVAC to support growth in the Edmonton region. The role focuses on driving new business,…
Added 1 day ago
AI
Branch Administrator
Ainsworth Inc
Halifax, NS
- Full-time
If you thrive in a team-oriented workplace that challenges your skills, to drive your career development, embraces diversity and rewards innovation, with competitive pay and great employee…
Added 1 day ago
SH
Account Executive, New Business
Stem Health
Toronto, ON
- Full-time
…early in our growth journey and are looking for two exceptional sales professionals who want to help build the business with…

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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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

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

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info@altiusinvestech.com

+91-6289225026

+91-7980747893

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U74900WB2016PTC210376

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Past Performance Trap

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Lack of Oversight

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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.

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"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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