Relationship Management Executive (RME) / Relationship Manager (RM) / Business Manager (BM) at Optiva Capital Partners

• The Relationship Management Executive (RME) / Relationship Manager (RM) / Business Manager (BM) must be 30years and above, will be expected to initiate, maintain, and deepen new/existing business relationships as a primary core function.
• As an everyday field-based employee, he/she is equally expected to perform a daily field function known and referred to as prospecting targeted individuals profiled to match our company’s prospective clients.

DUTIES & RESPONSIBILITIES.

• Plan and execute daily field sales prospecting calls
• Ensure every client is contacted at least once a month via phone, visit, email, etc.
• Ensure every client is visited and seen at least once every quarter
• Ensure relevant renewal notices are sent to clients in a timely manner for time-tenured documents