Relationship Manager
- Alert Bay, BC, Canada
Full-time
Applications open in a new tab.
Job details
- Job type
- Full-time
- Apply by
- Experience
- Minimum of 2 years of experience in a client-facing role within the financial services or investment industry.
- Posting language
- English
- Posted
Original job description
- info@altiusinvestech.com
- +91-6289225026
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.
- 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.)
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
Apply Direct Apply via LinkedIn
India's most trusted Platform for Buying and Selling Unlisted Shares
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Altius Investech
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Our Offices
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
Download Our App
Startup India Certificate No.
DIPP43865
CIN No.
U74900WB2016PTC210376
Terms of Use | Privacy Policy | Disclosures
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
"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.
Select a trade option Buy Sell
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.)
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
Apply Direct Apply via LinkedIn
India's most trusted Platform for Buying and Selling Unlisted Shares
Social Media
Join our WhatsApp Community
Altius Investech
Quick Links
Career
Press
Blog
CSR
Channel Partner
Trade
Screener
Newsletter
Our Offices
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
Download Our App
Startup India Certificate No.
DIPP43865
CIN No.
U74900WB2016PTC210376
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
Not detected in the job text
Categories
- Customer Service & Support
- Finance & Accounting
- Sales
Keywords
- Financial Services
- Investment Products
- Share Trading
- Financial Markets
- Investment Advice
- Customer Service
- Client Relations
- Phone Support
- Email Support
- Messaging Channels
- Account Information
- Transaction Details
- Financial Regulations
- Issue Escalation
- Problem-Solving
- Rotating Shifts