Relationship Manager / Business Manager at Optiva Capital Partners

• The Relationship Management Executive (RME) / Relationship Manager (RM) / Business Development/Business Manger (BM) 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 targetedindividuals profiled to match our company’s prospective clients.s.
• This will involve speaking (face-to-face, telephone, virtually, etc.) to a specified minimum number of interested profile matched individuals with a prime objective of obtaining their names and contact details that will be employed by the Business Development Team to follow-up and expectedly convert into clients.
• Oftentimes, the interest in our other products may come from existing Clients.

DUTIES AND RESPONSIBILITIES

• Plan and execute daily field sales 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
• Facilitate timely, consistent and proactive support for the provision and prompt delivery of policy documents, and any other relevant document, payment receipts and other customer related documents.
• Maintain good relationships with clients.
• Resolve queries and enquiries from both existing and prospective clients
• Facilitate the provision of product quotes to prospect