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Added 12 mins ago
SC
Full Time Front End Manager - Cloverdale/Quadra Store Victoria BC
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Victoria, BC
- Full-time
Create a shopping experience that engages customers in a way that enhances loyalty, sales, and profit
Added 12 mins ago
Senior Business Development Representative - Future Consideration
D2L
Kitchener, ON
Do you have a keen interest in eLearning? Are you looking to start a career in Sales? Good news! You have found the right opportunity to get you started. We are always on the hunt for our…
Added 12 mins ago
Marketing Operations Analyst
D2L
Canada
Help maintain and optimize lead scoring, routing, and lifecycle stage definitions with Sales, Marketing, and RevOps
Added 12 mins ago
Business Development Representative - Future Consideration
D2L
Kitchener, ON
Do you have a keen interest in eLearning? Are you looking to start a career in Sales? Good news! You have found the right opportunity to get you started. We are always on the hunt for our…
Added 12 mins ago
O
Retail Merchandise Manager
OLG
Sault Ste. Marie, ON · Toronto, ON · York Mills Office
- Full-time
…merchandise at retail. The role works in partnership with Field Sales and Key Account teams, monitors vendor performance, forecasts inventory demands and trends, and analyzes KPIs in…
Added 12 mins ago
S
Store Manager - Full Time - Winnipeg, Premium Outlet, MB
Swarovski
Winnipeg, MB
- Full-time
As a Store Manager, you’ll lead your team with passion, nurturing team spirit, delivering exceptional customer experiences, and driving commercial success. You’ll be a Swarovski advocate,…
Added 12 mins ago
BG
Precision Ag Specialist_CA
Brandt Group of Companies
Vulcan, AB
- Full-time
Lead sales of precision agriculture hardware and services at assigned location(s) to drive adoption and revenue growth.
Added 13 mins ago
ON
Assistant Manager - Village at Park Royal
Old Navy
BC · West Vancouver, BC
- Full-time
…for our customers. You’re responsible for driving profitable sales growth through all aspects of the store including; customer and product operations, merchandising, and talent development.…
Added 13 mins ago
BG
Division Manager - Southwest ON - Peterbilt
Brandt Group of Companies
Stoney Creek, NB
- Full-time
…human resource aspects within the assigned branches to drive sales growth, profitability, and market share. This role leads workforce development, manages budgets and assets, ensures…
Added 13 mins ago
SI
Software Engineer
Syndesus, Inc.
Vancouver, BC
- $130,000 to $160,000 CAD / year
- Full-time
Our client is a Series B‑funded, AI‑native sales engagement automation platform focused on transforming business‑critical prospecting - the top of the funnel - into a precise, scalable, and…
Added 27 mins ago
C
Program Manager, Learning Enablement & Early-Career Development
Ciena
Ottawa, ON
- Full-time
…opportunities, meaningful work, and flexibility, Ciena supports growth and well-being - on and off the job. Connect with a career that…
Added 27 mins ago
CI
Territory Sales Representative - Paving Products
Caterpillar Inc.
AB · Woodbridge, ON · ON
- Full-time
…customers. In this role, you will partner with dealers to sharpen sales, rental, and used equipment strategies, build their sales capability, and turn customer insight into measurable…
Added 27 mins ago
B
Mortgage Specialist
BMO
Laval, QC
- Full-time
…BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs…
Added 27 mins ago
BU
Associate Director, Marketing and Business Development, Ancillary Services
Brock University
St. Catharines, ON · Main Campus (Employees)
- Full-time
…awareness, improve customer engagement, and support revenue growth. The incumbent leads cross-functional marketing, digital, communications, and partnership initiatives across Ancillary…
Added 27 mins ago
BG
Division Manager - Southwest ON - Peterbilt
Brandt Group of Companies
ON · Stoney Creek, ON
- Full-time
…human resource aspects within the assigned branches to drive sales growth, profitability, and market share. This role leads workforce development, manages budgets and assets, ensures…
Added 27 mins ago
BG
Precision Ag Specialist_CA
Brandt Group of Companies
Vulcan, AB
- Full-time
Lead sales of precision agriculture hardware and services at assigned location(s) to drive adoption and revenue growth.
Added 27 mins ago
M
Sales Strategy & Customer Marketing Leader
Mars
Toronto, ON · BOL-Mars Canada Inc.
- Full-time
The Sales Strategy & Customer Marketing Leader is responsible for developing and executing customer-centric growth strategies that drive category, brand, and customer performance. This role…
Added 42 mins ago
L
Branch Manager - Office 1699
LendDirect
Kitchener, ON
- Full-time
Develop Your Team: You're not just a manager - you're a coach, mentor, and career developer. Lead by example, inspire growth, and foster a culture where customer service excellence and…
Added 42 mins ago
BR
Senior Manager, Business Development
BJRC Recruiting
Montreal, QC
- Full-time
Lead business planning, targeting strategies, and execution for practice, industry, and client teams.
Added 42 mins ago
LS
Head of Product Partnerships - Permanent - 19563
LRO Staffing
Toronto, ON
- Full-time
Work directly with the CEO, engineering and Growth to build partner services into the company's AI native platforms and tools
Added 42 mins ago
JA
Business Development Manager – Substation Services & Lifecycle Solutions
JR Automation
Stoney Creek, NB
- Full-time
The Business Development Manager is responsible for driving growth of the Substation Service, Modernization, and Lifecycle Management business across North America. The role focuses on…
Added 58 mins ago
LC
Assistant Apparel Department Manager
Loblaw Companies Limited
Oakville, ON
- Full-time
We're looking for talented, passionate leaders with a proven record of delighting customers and growing sales.
Added 58 mins ago
J
Senior Lifecycle Marketing Manager
Jobber
Remote, Canada
- Full-time
- Remote
Through your work with our Business Operations, Marketing, Sales, Success, Product, and Growth teams, you'll create great user experiences at scale and conduct experiments to discover what…
Added 58 mins ago
UI
Business Specialist
UAP Inc.
Kingston, ON
- Full-time
Are you passionate about the automotive aftermarket industry and motivated by driving sales growth, operational excellence, and customer success? Altrom is seeking an Altrom Business…
Added 58 mins ago
Q
Account Executive - Hamilton, Ontario (Entry Level)
Quadient
Hamilton, ON
- Full-time
At Quadient, we support businesses of all sizes in their digital transformation and growth journey, unlocking operational efficiency with reliable, secure, and sustainable automation…

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

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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

Altius Investech Private Limited

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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.

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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

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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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