Relationship Manager

Job summary

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.

Job details

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 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 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 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. Request a Quote 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.) 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 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

What you’ll do

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.

Listed skills

• Customer service · Preferred
• written communication · Preferred
• Problem solving · Preferred
• issue resolution · Preferred
• Client Relationship Management · Preferred
• Cross-Functional Collaboration · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Service
• Client Relationship Management
• Financial Services
• Investment Products
• Financial Markets
• Financial Concepts
• Verbal Communication
• Written Communication
• Problem-Solving
• Customer Relationship Management Software
• Client Interaction Documentation
• Issue Resolution
• Cross-Functional Collaboration
• WhatsApp Communication

Job areas

• Customer Service & Support
• Finance & Accounting
• Sales