Altius Investech is a Kolkata-based fintech and investment platform specializing in unlisted shares, pre-IPO investments, and private equity opportunities. Founded in 2016, the company helps investors access high-growth companies before they get listed on the stock exchange.
The company provides research-backed investment insights, portfolio support, and transaction assistance for unlisted and pre-IPO shares. It serves both retail and HNI investors and has offices in Kolkata, Chennai, Dubai, and other locations.
Altius Investech is known for its focus on alternative investments and has raised seed funding to expand its technology and operations.
Key Responsibilities:
- Acquire and manage clients for mutual fund investment products
- Understand client financial goals and suggest suitable investment solutions
- Build long-term relationships and ensure high client satisfaction
- Generate revenue through mutual fund sales and cross-selling financial products
- Conduct portfolio reviews and provide regular investment updates
Requirements:
- Experience in Mutual Funds, Wealth Management, BFSI, or Financial Services
- Should have experience with Unit Linked Life Insurance in Private Insurance Company
- Experience as a dealer or a Relationship Manager in a Stock Broking Company
- Valuable communication and relationship-building skills
- Knowledge of SIPs, equity/debt funds, and investment products
- Target-oriented and client-focused approach
- Graduation in any discipline; NISM certification preferred
Benefits:
- Leave encashment
Work Location: In person
Pay: ₹35,000.00 - ₹45,000.00 per month
Work Location: In person
📌 Relationship Manager (India)
🏢 Altius Investech
📍 India
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