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Added 3 mins ago
J
Beauty Specialist, Hourly Part Time Flexible Shifts Greenlight Requisition
Jobbe
New Glasgow, NS
- Part-time
To maximize sales of beauty products and services sold by Shoppers Drug Mart
Added 3 mins ago
J
Delivery Specialist
Jobbe
Bathurst, NB
- $19 CAD / hour
- Part-time
Build superior customer sales experiences by welcoming and engaging customers in person, over the phone, and by email
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Customer Solutions Specialist
Jobbe
Halifax, NS
- $18 to $18.5 CAD / hour
- Full-time
A day in a life of a Customer Solutions Specialist:
Added 3 mins ago
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Beauty Specialist, Hourly Part Time Flexible Shifts Greenlight Requisition
Jobbe
Saint John, NB
- Part-time
To maximize sales of beauty products and services sold by Shoppers Drug Mart
Added 3 mins ago
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Part-Time Customer Service Associate - Bilingual
Jobbe
Saint John, NB
- Part-time
Acts as primary liaison between the customer and operations to provide the customer with product support and inquiries, answering questions, resolving order or account issues on Email, Chat…
Added 4 mins ago
HR
Spécialiste, Conseiller(ère) Beauté Désigné(e) - Clé de Peau / Specialist, Designated Beauty Advisor (DBA) - Clé de Peau
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Montreal, QC
- Full-time
The Specialist, Designated Beauty Advisor develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DBA) is also…
Added 2 hours ago
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Menswear Specialist (Hourly Plus Comission)
SPIER & MACKAY
Toronto, ON · Greater Toronto Area, Canada
- Full-time
We are looking for a Menswear Specialist to take our In-Store experience to the next level. You will help our customers find the perfect outfit for any occasion and find the perfect fit.…
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Field Clinical Specialist
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…world’s leading medical device manufacturers with $6+ billion in sales, 30,000+ employees worldwide and operations in more than 160 nations. Terumo Medical Corporation is comprised of two…
Added 5 hours ago
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Parts Counter Specialist
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Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Crane Carrier (Canada) Limited is seeking a Parts Specialist for Heavy Duty Aftermarket Truck Parts. This position is responsible for performing sales activities inside the store by…
Added 6 hours ago
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Banking Advisor
National Bank of Canada
Courtenay, BC
- Full-time
Support your clients through the mortgage renewal or renegotiation process.
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Banking advisor
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Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Full-time
Refer your clients to your specialist colleagues for their specific needs.
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Car Sales Advisor - Hyundai Coquitlam
The Jim Pattison Auto Group
Port Coquitlam, BC
Jim Pattison Hyundai Coquitlam is seeking an driven, tech savvy, and personable individual to join our sales team as an Automotive Sales Specialist. If you strive to achieve excellence in…
Added 7 hours ago
E
Relationship Manager
ESOPX
Alert Bay, BC
- Full-time
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,…
Added 7 hours ago
LC
Beauty Specialist, Hourly Part Time Day
Loblaw Companies Limited
Alexis Whitecourt 232, AB · Whitecourt, AB
- Part-time
To maximize sales of beauty products and services sold by Shoppers Drug Mart
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chef
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Maintain records of food costs, consumption, sales and inventory
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Run Specialist
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Richmond, BC
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The Run Specialist is the running expert on our ENROUTE.RUN floor in Richmond. You will fit runners with the right footwear, run gait analysis, and offer informed guidance on shoes,…
Added 8 hours ago
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Alterations Specialist
David's Bridal
Cambridge, ON
- $21.55 to $23.9 CAD / hour
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Assists stylists in closing sales by consulting with customers regarding gown fit and customization.
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Norton Brand Ambassador
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Terrebonne, QC
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Samsung Sr. Specialist I, Sr. Specialist, Sales Ops and Planning (Sales)
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The incumbent will provide ongoing support to the Sales team of the Home Entertainment Division, facilitating execution of strategy and tactics through rigorous planning, auditing and…
Added 8 hours ago
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Associate Director, Fundraising
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Toronto, ON · Calgary, AB
- $110,000 to $120,000 CAD / year
…and engages philanthropists, foundations, and corporations to support our mission to serve thousands of skilled immigrants each…
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Full Time Inventory Specialist - Whistler
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Whistler, BC
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…to try new things and plan new adventures – and as Inventory Specialist, you’ll be there to help make it…
Added 9 hours ago
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Application Specialist
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- Full-time
As an Application Specialist / Project Manager, you'll play a key role in designing solutions, supporting customers, and delivering successful industrial projects.
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Application Specialist
Wainbee Limited
Pointe-Claire, QC
- Full-time
As an Application Specialist / Project Manager, you'll play a key role in designing solutions, supporting customers, and delivering successful industrial projects.
Added 9 hours ago
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Field Service Technician
Schneider Electric
Calgary, AB
- Full-time
Instructing customers and sales personnel in the operation and maintenance of equipment;
Added 10 hours ago
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Investment & Personal Banking Specialist - Laval Est/440, Laval, Qc
Scotiabank
Laval, QC
- Full-time
As an Investment & Personal Banking Specialist you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network,…

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

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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.

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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